Author Topic: 2 end-user questions (Read 2230 times)

jmmb · May 14, 2007, 12:47:16 pm

Hello, I've almost got the CiviCRM part of a site (http://www.nbconference.org/) set up satisfactorily to present to a client. There are 2 questions I'd like to figure out first, though, that I can't find an answer for on my own:

1. Since we're setting this up for someone else (not that computer savvy) to manage and use, is it possible to have an easy link within CiviCRM Home (or admin) to view all the contacts that have been taken in by the CiviCRM form? (It seems like the only way is to go: CiviCRM Home --> Find Contacts and do a search. I guess it's not *that* difficult, but it's not that optimal either....)

2. Is there a way so that when an anonymous user enters his/her name, they are taken to a page showing/verifying what they input, but not everyone else (with "anonymous user" checked on "profile listings and forms" ...). With this setup, anyone can view everyone who's ever entered their info. on CiviCRM as well, which isn't desirable for privacy reasons. So, what I'd like is if anonymous users could submit and see the results of *their* submission, but not being able to click "Back to Listings" and seeing everyone else. Is there a way to set up CiviCRM to do this?

Thanks again for your help!

Jim

Dave Greenberg · May 14, 2007, 07:11:04 pm

Jim -
On question 1...
If your "form" is driven by a Profile - you can tell the Profile to add all contacts "taken in by the form" to a specific CiviCRM Group (Profile >> Settings >> Advanced Settings "Add Contacts to Group"). With that in place, you can display a "static" link anywhere in your site (as a menu item, in a block, in the theme header etc.) to view the contacts in that group (go to Manage Groups and copy the "Members" link for that group).

On question 2...
As of 1.7, you can create customized versions of the stock form and page templates. To do what you want (get rid of "Back to Listings" - you need to create your own copy of "templates/CRM/Profile/Page/View.tpl". For profiles, there is the added flexibility (also complexity) of being able to have a different version for each of your profiles. So - steps are:

* Create a new directory under your webroot for custom CiviCRM templates
* Point CiviCRM to this directory by setting the absolute path in Administer CiviCRM >> Global Settings >> Directories
* Make a copy of templates/CRM/Profile/Page/View.tpl and put it below your new custom template directory - BUT with your profile ID in the path.

EXAMPLE: if your custom dir is /Users/htdocs/civicrm_custom and your profile id is 2, your custom template should be..

Code: [Select]

/Users/htdocs/civicrm_custom/CRM/Profile/Page/2/View.tpl

Now you can get rid of the "Back to Listings" link - and make any other changes you want :-)

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Author Topic: 2 end-user questions (Read 2230 times)

jmmb

2 end-user questions

Dave Greenberg

Re: 2 end-user questions