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Author Topic: Giving web site users access to some of CiviCRM features - how?  (Read 1012 times)

bickingd

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Giving web site users access to some of CiviCRM features - how?
April 25, 2011, 08:19:47 pm
I'm diligently working to unlock the secrets of CiviCRM with Joomla! 1.6.  I now know how to create custom searches.  However, I do not know how to expose them or anything other than profiles to non-administrative users.  I found that the search profile is fairly limited.  For example, I cannot have an "organization" field in the same search as an "individual" field, however I can get search results that have both organizations and individuals (?).

I found an "individuals by organization" custom search and added it to my searches, but I see no way to expose custom searches through profiles.  Finally, I decided to use ACL to grant certain groups access to the contact searching and viewing features of CiviCRM, but I do not know how to expose them.  There don't appear to be any direct CiviCRM menu types to choose to get there.

In short, I want to expose a contact search on a web site that will give as much or as little detail view of said contacts as I choose.

I am a programmer, but am just starting with PHP and Joomla.

Donald Lobo

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Re: Giving web site users access to some of CiviCRM features - how?
April 25, 2011, 08:47:42 pm

In Drupal, we would recommend you look at views and see if you can reach your goals using its feature set (its pretty powerful and has got a lot more features than profiles)

Profiles are your best bet to exposing information about said contacts. It does have its limitations as you've encountered

You will need to create your own links / menu types to expose some civicrm urls to your end user. The granularity of the information you can expose is pretty limited (its basically u can see a contact or not, and then you can see component information or not)

If what you want to expose is quite limited / focussed, an easier way might be to write a joomla component / plugin and use the civicrm api to get the data u need

lobo
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Eileen

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Re: Giving web site users access to some of CiviCRM features - how?
April 25, 2011, 09:43:26 pm
You can use the xml menu hook

http://wiki.civicrm.org/confluence/display/CRMDOC40/CiviCRM+hook+specification#CiviCRMhookspecification-hookcivicrmxmlMenu

to alter permissions to a particular URL - dunno how that fits with Joomla though...
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thommo

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Re: Giving web site users access to some of CiviCRM features - how?
April 26, 2011, 12:50:39 am
bickingd,
I am working with joomla as well and need a component/plugin or whatever to have users manage their own events. I am happy to contribute towards the costs of such a project to make it available to the general community.
Others on the forum are looking for similar solutions.
Michael

xavier

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Re: Giving web site users access to some of CiviCRM features - how?
April 26, 2011, 02:44:45 am
Hi,

If this is only about exposing the data, I would suggest to use smarty and {crmAPI}. What we have done for generating listings is to create a module that handles for instance /members/list that simply calls a smarty template that contains the request and displays it

{crmAPI entity=Contact action=Get results=members return="first_name,last_name"}
<ul>
{foreach members.value member}
<li>{member.first_name}...</li>


Have a look at this module (drupal only for now, but patches welcome ;)

https://github.com/tttp/civiview
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bickingd

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Re: Giving web site users access to some of CiviCRM features - how?
April 26, 2011, 07:40:08 pm
Thanks for the replies.  I'm looking into these suggestions, and they're leading me to all kinds of new questions.  If I have to go down the path of a full blown customization, then I will have to spend quite a bit of time immersing myself.  Unfortunately, I need to produce something relatively quickly, so I'm in a bit of a bind.

Eileen, the xml menu hook as you describe it looks like a way to make CiviCRM menu items directly available to a user logged into the web site (not the admin section).   Am I getting that right?

Donald,  If I understand you correctly, you are saying that I can define my own "menu item type" using a URL I define myself.  This URL would be for one of the features in CiviCRM I want to access, correct?  Right now, I am limited to the options that appear in the "select a menu type" pop up.  I'm guessing I can add to that list somehow - something to research.

Xavier, your sample is total gibberish to me.  Sorry.  Additionally, any solution I get will have to work with Joomla, and I am not in a position to produce any useful patches at this time, though someday I will be able to do so.


Donald Lobo

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Re: Giving web site users access to some of CiviCRM features - how?
April 26, 2011, 08:15:23 pm

i dont know enough about joomla to answer this accurately.

But, basically in J1.6 with the right permissions, u can access any civicrm url from the frontend also. I think you can create a menu item with a complete url. U'll need to do some research and poke a few things, i suspect

please do report back on what u end up doing

lobo
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bickingd

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Re: Giving web site users access to some of CiviCRM features - how?
April 28, 2011, 06:55:07 pm
I'm back with some more information. 

Donald, shortly after my prior post, I explored some of the standard menu types in Joomla!, and found that "external link" permits me to set my own URL.  I managed to use it to access a custom search.  This appears to avoid security settings for the user, though, as the results permit me to view and edit all the contact information.

Xavier, I see now what you mean by "smarty template", as I explored the custom search source and see that it uses them.  The view and edit pages I mentioned to Donald above are smarty templates.  I grok that I can make my own to show results that are more restricted, but I don't have the technical knowledge yet to actually do that.  Can you point me at some documentation to help me along - API, examples, etc.?

--
David

Eileen

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Re: Giving web site users access to some of CiviCRM features - how?
April 28, 2011, 07:40:37 pm
APIs
http://wiki.civicrm.org/confluence/display/CRMDOC/CiviCRM+Public+APIs

Developer Docs:  http://en.flossmanuals.net/CiviCRM/DevelopIntro
Make today the day you step up to support CiviCRM and all the amazing organisations that are using it to improve our world - http://civicrm.org/contribute

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Giving web site users access to some of CiviCRM features - how?

This forum was archived on 2017-11-26.