Author Topic: Drupal, civi ACL; providing specific groups permission to edit custom fields (Read 902 times)

toddv · June 22, 2012, 01:23:53 pm

Greetings,
I'm just getting settled in to civiCRM but have five years under my belt as a Drupal user. I could use a pointer or two regarding access control for custom fields.

My scenario is as follows:
My contacts register in Drupal and return to purchase a membership. Once registered as a user they can register for and participate in events which have been created in civiCRM. Some of these events are pass/fail, or there is at least an evaluation. I'd like the the event sponsor (instructor) to be able to return to the contact's record and add values to the following custom fields on the contact form:

Course title
Course date
Course status (pass/fail ((yes/no)))
Narrative evaluation
Narrative evaluation - attached file.

I've created a custom field set for these fields, and added the fields. (I'd like there to be the ability to have repeatability with this field set but then it can't be used in a profile... )
I have also added these fields to my base profile, used for contact creation.

I have also created a group>'instructors', and a corresponding role. I have added a rule for 'edit' through the ACL process.

I've double checked all those settings and fields.

When my Drupal permissions grant 'instructor' role the permission to edit contacts they can edit the above referenced fields. But then instructors can also edit other fields that I do not want them to have access to.

It seems like this is just the sort of application for more focused access control than that provided by Drupal so I'm sure I'm just not setting something properly.
I would greatly appreciate any pointers and thanks!

Donald Lobo · June 22, 2012, 04:21:52 pm

seems like you are mixing up standard and custom fields. This would be my attempt at solving the issue:

Course Title == Event title
Course Date == Event Date

Create a custom group that extends participants with the fields:

Course status
Narrative evaluation
Narrative evaluation - attached file

So basically the instructor can edit the participants record and add the above three fields for each participant in the event

For ease of use, you might want to consider doing the above via a custom module and/or webform_civicrm (not sure if it supports participant records as yet)

Alternatively you can attach those custom fields to an activity of a specific type and potentially see if you can use surveys etc to edit the data en masse

lobo

petednz · June 22, 2012, 06:27:05 pm

yep i was going to suggest webform-civicrm as it does support participant records - and you can even give your instructors a list from a View with their participants plus a link that throws the participants id on the url eg ?cid1=[id] and hey presto they should be able to update the records you are referring to - assuming i have even half understood your purpose with this - hope it helps

toddv · June 24, 2012, 02:34:36 pm

Hi guys,
Thanks so much for your replies - much appreciated. I'll have to experiment with your suggestions, but I feel like you've pointed me on the right path. Will post back with update in case others encounter a similar need.
Toddv

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Author Topic: Drupal, civi ACL; providing specific groups permission to edit custom fields (Read 902 times)

toddv

Drupal, civi ACL; providing specific groups permission to edit custom fields

Donald Lobo

Re: Drupal, civi ACL; providing specific groups permission to edit custom fields

petednz

Re: Drupal, civi ACL; providing specific groups permission to edit custom fields

toddv

Re: Drupal, civi ACL; providing specific groups permission to edit custom fields