Author Topic: Making it easier (no code) to limit the Contact Reference List (Read 1566 times)

alfred_nutile · November 05, 2010, 11:19:42 am

when using a custom data field.
One option would be to have a 3rd select menu that lets you limit it to a Group.

Dave Greenberg · November 05, 2010, 02:55:13 pm

I think this would be a good / useful enhancement. Shouldn't be too difficult - altho I think it will require a schema change (to store the group ID in the custom field table). If you can investigate and submit a patch which adds this functionality (or hire someone to work this up) that would be excellent!

xavier · November 06, 2010, 03:23:09 am

More powerful approach:

http://civicrm.org/blogs/xavier/how-customise-contact-reference-custom-field

My experience is that I need more often than not to filter by something else than group (eg. sub-type, tag, country...).

This being said, being able to store "somewhere" the param {group, tag...} without having to change the full template might be useful. eg. including a custom template (empty by default, easy to override without having to worry about upgrades) might be a good middle way ?

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alfred_nutile · November 19, 2010, 06:49:29 am

thanks this looks good.
Just wondering though if there are security risks if the person turns of JS?

xavier · November 19, 2010, 07:00:17 am

Hi,

If the person doesn't have js, the contact reference autocomplete won't work anyway.

(yes, I know, not good for the accessibility ;(

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Author Topic: Making it easier (no code) to limit the Contact Reference List (Read 1566 times)

alfred_nutile

Making it easier (no code) to limit the Contact Reference List

Dave Greenberg

Re: Making it easier (no code) to limit the Contact Reference List

xavier

Re: Making it easier (no code) to limit the Contact Reference List

alfred_nutile

Re: Making it easier (no code) to limit the Contact Reference List

xavier

Re: Making it easier (no code) to limit the Contact Reference List