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  • Using Profiles (Moderator: Dave Greenberg) »
  • Controlling the profile fields for updating related contacts.
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Author Topic: Controlling the profile fields for updating related contacts.  (Read 882 times)

SarahG (FountainTribe)

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Controlling the profile fields for updating related contacts.
December 30, 2010, 05:22:12 pm
When a user clicks the "My Account" link and then "Edit Name and Address", they are able to update their details as expected, based on the fields I configured in that profile.

However, when they click their Dashboard , then click the "Edit" link for a related contact (their child) that they are authorized to, the layout and fields they are allowed to upload for their child are very different than what they can change about their own contact.

What profile controls what a parent can edit about their child?

My goal is that the 2 areas are consistent: What ever is configured that they can update about themselves is also what they can update for their kids.
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Donald Lobo

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Re: Controlling the profile fields for updating related contacts.
December 30, 2010, 08:12:36 pm

1. the related contact information that can be edited is a static set of fields (i..e not controlled via a profile, and is the same as the on behalf of form)

2. If the parents have a "relationshiped" permission on their kid, you can modify the links in the dashboard and change it to the profile edit. check

http://svn.civicrm.org/tools/branches/v3.3/drupal/modules/civicrm_regsite/civicrm_regsite.module

search for civicrm_regsite_civicrm_links for a sample implementation

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SarahG (FountainTribe)

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Re: Controlling the profile fields for updating related contacts.
December 31, 2010, 02:35:18 am
Where is the function "civicrm_regsite_civicrm_links" called from? Do I need to customize the .tpl file for the self-service user dashboard?

Also, which hook should be used to add new sections to the self-service user dashboard?
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Donald Lobo

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Re: Controlling the profile fields for updating related contacts.
December 31, 2010, 07:30:39 am

it is a hook. might want to read:

http://en.flossmanuals.net/CiviCRM/DevelopIntro
http://wiki.civicrm.org/confluence/display/CRMDOC32/CiviCRM+hook+specification#CiviCRMhookspecification-GoalsandBackground

for a descripton and links to more details on what hooks are and how they work

lobo
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NASACT

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Re: Controlling the profile fields for updating related contacts.
January 24, 2013, 12:49:14 pm
Has the status of this changed to where we can modify the profile used to update related contacts?  If not how do the non-programmers tackle this scenario?
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Donald Lobo

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Re: Controlling the profile fields for updating related contacts.
January 24, 2013, 04:35:27 pm

Unforunately not. A few options:

1. Get a developer to do the needful for your org

2. Better yet, get a developer / sponsor this feature for core. Should be a fairly easy add and in the past we estimated this to be 10-15 hours. You need a settings entry to determine what profile to use for a contact type (and maybe even a sub-type). Definitely a good 4.4 project

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Profiles (Moderator: Dave Greenberg) »
  • Controlling the profile fields for updating related contacts.

This forum was archived on 2017-11-26.