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Author Topic: Need Help Editing Contacts Through Profiles  (Read 609 times)

dwfriederichs

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Need Help Editing Contacts Through Profiles
May 14, 2011, 06:24:15 pm
I'm setting up CiviCRM for a membership organization that will be using it for a variety of purposes, including membership recruitment.  Recruits have contact records that members of the organization update as the recruit moves through the recruitment process. 

Each recruit is assigned a multiple members who are responsible for his or her recruitment.  These members need the ability to edit the recruit's information from the frontend, after logging into their own Joomla account.  These members are recorded in custom fields of type "contact reference".  In addition to these members, there is a defined set of members who will need accesss to edit information for all recruits.

I'm struggling with how best to enable edit access to these recruit records for members who should have it.  I understand that if a relationship is established between the contacts and edit permissions are granted, then the scenario I described can work; however, this would require the establishment of thousands of individual relationships.

My questions are:

- Is there a way to create a relationship when a member is recorded in one of the custom "contact reference" fields in the recruit's profile?
- Is there a way to automatically create relationships between a recruit and a member or group of members based on tags or groups applied to the recruit's record?
- Is there a way to accomplish this that doesn't involve relationships at all?

Lastly, from the perspective of profiles - is there a way to make profiles available within the CiviCRM application, in addition to the frontend?

Thanks in advance for the help!

Donald Lobo

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Re: Need Help Editing Contacts Through Profiles
May 15, 2011, 08:23:25 am

for 1 and 2, you should be able to do that via civicrm hooks and create the relatioship when the contact ref / group / tag assignment is done

for 3, you might be able to use acl hooks and look in the DB and give permission if there is a contact reference linking the two contacts. I think this should work

All 3 of the above tasks require a decent amount of knowledge with php and the civicrm api

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Profiles (Moderator: Dave Greenberg) »
  • Need Help Editing Contacts Through Profiles

This forum was archived on 2017-11-26.