Author Topic: Automatically assign view/update permissions when importing relationships? (Read 733 times)

KarinG · June 12, 2012, 11:01:26 am

When adding a relationship manually - one can check the box "Selected contact(s) can view and update information for ...".

Can this be done during an import? I can bulk import all the relationships fine - that's all working. I just need to figure out how to give them all an * - as in "yes" - all parents can update their child's records.

-- Karin

emilyf · June 12, 2012, 11:16:21 am

i don't think you can do that via import, and as far as i know that is not an option that could be set through batch update via profile (but double check that -- instructions are here in case you need them: http://wiki.civicrm.org/confluence/display/CRMDOC32/Batch+Update+via+Profile).

a workaround would be to import them all and assign a newly created tag on import. then do an advanced search on the group and export the contact ids. then you could write a db query to manually set that flag for those contacts. not ideal but it should work (backup first before you mess with the db).

KarinG · June 12, 2012, 11:20:35 am

We were thinking db query / script, but I was hoping we had missed a button somewhere. This db update should be pretty straight forward though. Thanks for getting back to me!

adixon · June 13, 2012, 10:17:34 am

I just had a look at the table civicrm_relationship (in 4.1), which has columns for relationship_type_id and is_permission_a_b and is_permission_b_a.

So something like:

UPDATE civicrm_relationship SET is_permission_b_a = 1 WHERE relationship_type_id = 1

will allow all parents to edit their children.

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Author Topic: Automatically assign view/update permissions when importing relationships? (Read 733 times)

KarinG

Automatically assign view/update permissions when importing relationships?

emilyf

Re: Automatically assign view/update permissions when importing relationships?

KarinG

Re: Automatically assign view/update permissions when importing relationships?

adixon

Re: Automatically assign view/update permissions when importing relationships?