CiviCRM Community Forums (archive)

*

News:

Have a question about CiviCRM?
Get it answered quickly at the new
CiviCRM Stack Exchange Q+A site

This forum was archived on 25 November 2017. Learn more.
How to get involved.
What to do if you think you've found a bug.



  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Splitting up public and private contact information
Pages: [1]

Author Topic: Splitting up public and private contact information  (Read 1255 times)

nikjft

  • Guest
Splitting up public and private contact information
April 07, 2008, 10:16:18 pm
I need a little bit of help setting things up so that users have public pages, searchable by other members, as well as their full CRM profile, only available to admins. I've been reading the docs and the forums and I can't help but think that I'm just missing something...

I have a nice registration process (drupal reg. plus CiviCRM profiles) that walks people through four different profiles. (I split them up so as to make the "edit" view more palatable and not just a giant list of fields) These profiles gather the basics (name, address, email) as well as contact preferences and certain custom data. That works great.

But part of this site is to permit (registered) users to search for one another. However, i want to limit what these registered users can search for and view. (e.g. I'd like them to be able to view City, State and Country, but not the full postal address; and likewise, I'd like them to view MOST custom fields, but not contact and privacy preferences)

One thought I have is to just create a new node type of "public profile" and let users re-enter whatever they want in there. The problem with that approach is that it's totally un-related to the registration process and it pretty well begs for double-entry of information. I've also given some thought to the user node module for similar reasons.

But I THINK there's some way to create a profile that incorporates the public information from the other profiles and make that profile's fields, and ONLY those fields, available to other users. Is that possible? If so, how do I go about setting it up?

And apologies if this is already answered somewhere. I couldn't seem to figure it out, and I've been experimenting all evening!

Donald Lobo

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 15963
  • Karma: 470
    • CiviCRM site
  • CiviCRM version: 4.2+
  • CMS version: Drupal 7, Joomla 2.5+
  • MySQL version: 5.5.x
  • PHP version: 5.4.x
Re: Splitting up public and private contact information
April 08, 2008, 01:27:33 am

Please check and read the profile documentation: http://wiki.civicrm.org/confluence/display/CRMDOC/How+to+Create+Profiles

specifically the section related to Field visibility on that page

lobo
A new CiviCRM Q&A resource needs YOUR help to get started. Visit our StackExchange proposed site, sign up and vote on 5 questions

nikjft

  • Guest
Re: Splitting up public and private contact information
April 08, 2008, 02:36:22 pm
Thank you for the link. I had already read the documentation, but the docs on ACLs and custom profile-based search forms were the missing pieces of the puzzle. I appreciate your pointing me in the right direction!

I have one remaining problem: I have one profile which I need users to fill out, but I don't want to display it when people view the contact record or website profile. I appear to have blocked users correctly, but the heading for the profile shows up on every user's website profile, just with no data/fields underneath it.

I'd prefer if that heading didn't appear at all, but I still need for users to be able to fairly easily edit this information. I guess I'm looking for "Edit" instead of "Edit/View" privileges.

Permissions are set up as follows:

The profile is attached to user registration and view/edit user account. Every field in the profile is restricted to user and user admin only and are not searchable nor in selector. ACL's grant edit privileges for this profile to everyone. (I'm using ACLs rather than Drupal access control so that I can lock down anonymous users)

Donald Lobo

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 15963
  • Karma: 470
    • CiviCRM site
  • CiviCRM version: 4.2+
  • CMS version: Drupal 7, Joomla 2.5+
  • MySQL version: 5.5.x
  • PHP version: 5.4.x
Re: Splitting up public and private contact information
April 08, 2008, 03:08:47 pm

This seems like a bug. In view/edit mode, we should not display a profile if there are no fields selected. I suspect this is much easier with view (since there is just one call) than edit (where there are two different calls)

You can file an issue for this and we'll potentially fix it in 2.1 / 2.2. Alternatively you can file a patch with the issue which pretty much ensures that it will be fixed for 2.1 :)

lobo
A new CiviCRM Q&A resource needs YOUR help to get started. Visit our StackExchange proposed site, sign up and vote on 5 questions

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Splitting up public and private contact information

This forum was archived on 2017-11-26.