CiviCRM Community Forums (archive)

I'm struggling through trying to make custom search and profile pages, and I've run into a few questions and issues:

1) Contacts are created through a Membership signup screen, so therefore they have to have one of three membership types.  How do I add the membership type to my profile?  I don't see it in the listing of available fields when creating the profile.

2) I use Current Employer in my profile that is used for signup, and I've added it to my search profile.  However, the field is not displayed in the results, even though there is data in that field for the contacts.  Why won't it display?

3) Is it possible to have only some of the fields available to search on and all fields displayed in the search results?

4) Can I make it so that a profile only returns results from certain groups?

Thanks (more questions later...)

Follow up questions, if you don't mind. 

I have three memberships (call them A, B, and C).  I need to allow those with memberships A and B to be able to search on and see anybody, but those with membership C to only see other members of type C.  How exactly do I set this up (using Drupal)?  I've tried creating smart groups (one for each membership type), but apparently smart groups can't be used for access control.  I've tried creating a search profile tied to a group, but I can't figure out how to set access control since I can't use my smart groups for that.  Ideally, once a contact signs up for a membership type, their access rights would be set based on the membership they signed up for.  Is that possible?

Also, if I'm understanding correctly, CiviCRM doesn't provide user authentication - that is done by Drupal, correct?  So, in order to do that, either a) the user selects the checkbox during the registration process to create an account, or b) an admin has to create the Drupal account manually.  Then, the user has to log in through Drupal for their access rights to be determined.  Am I right?  It would seem logical to me to have an option in CiviCRM so that a Drupal account is created automatically when a contact signs up for membership in CiviCRM, instead of leaving it up to the contact when they sign up.

Thanks.

P.S. - Forgive me if I sound impatient, but my forehead is almost flat from banging it against the wall for the past few weeks trying to figure this out.  I have a site due on 1/31, and I'm almost no closer than I was a week ago because I can't figure how to do something simple like have membership sign up and set up searches and access rights based on those memberships.

There is an option when creating profiles to automatically create a drupal account.

... yes, and a profile with that option enabled can be included in an online contribution page used for membership signup - which would (seemingly) accomplish your requirement of having a person signup for membership AND become an authenticated user.

As I understand it (and from what I've seen), checking the "Drupal user account registration option" in the profile settings creates a checkbox for the user to check during registration if they want to create a Drupal account, but it's not automatic.  Or is there another place to select this?

No - you'll have to modify the code to "force" this option.

So how do I limit access to the profiles for A and B without ACLs?  Do I have to assign the users to roles in Drupal that are the same as the smart groups in CiviCRM?  Or is there another way?

Some thoughts...

Types A and B get assigned to a role which has "access CiviCRM" and  "view all contacts" permissions. (Perhaps using the new civimember_role module announced recently on this forum to assign that role automagically). This handles your requirement to "allow those with memberships A and B to be able to search on and see anybody."

Members in type C gets assigned to a role with  only the "profile listings and forms" access. You create a Smart Group for them from Advanced Search. Then create a Profile which you can use for search / listings and use the "Limit Listings to Group" to only show contacts in the "C Members" smart group.

That is the correct URL format for a profile listing page if you want to suppress the search form (that's the search=0 parameter).

If you're "just" collecting the base info on your membership form - without including additional fields via profile - then you don't need to give anonymous users the "profile listings" permission. Otherwise you'll need to move into using the ACL-driven permissions on your profiles.