CiviCRM Community Forums (archive)

Hi Markus - perhaps a bit more info - eg is this for 'self service' - sounds like it is.

No way currently through civi afaik but you might get closer via Webform CiviCRM now since you can in theory do something like this

If user is logged in, then set webform to prefill with info about current user

if current user has tag = x or group = y, then use webform conditional settings to opt whether or not the custom fields show.

not tried this but would be something i would explore before going down custom code - i expect if this is on civi side then you need some custom js that is doing the conditionality.

Markus,

I had a similar requirement for an event registration.  We wanted the volunteer to provide their work preference when registering (custom field #1) and a back office custom field (#2) for their actual work assignment that would be determined by the volunteer coordinator based on loading.  You want to show field #1 but not field #2 to the registrant.  I found an easy way through Webforms since you can select what fields you want to expose...works great.

Keith

Hello again

@petednz:
 Planetwebb describes it in a good way.
 Any Service user maintains a Contact's data and should see only such fields which are relevant for
 this single Contact.
 Example: if the Contact hasn'd complained yet, he is not in Group "Complainers" (or has no such Tag)
 and hence the service user doesn't need to see all complaint-related (customer-) fields.

 Does webforms mean programming ? (OK, I guess I should gather such info at other places..)
 Could this webform manage only the (complaint) part of all of the contact data, or do I need to replace
 the whole contact-data related field-set?

 Best regards,
  Markus Hapke
 

Hi,

I'm not super sure it applies to your case, but you can create contact subtypes (eg. vip users, press, politicians...) and for each of these subtypes, create custom sets of fields.

these fields are only visible if the contact is of this subtype, so for instance if you have a custom field "minimal amount to bribe" you will have it only for those of subtype politicians. This is assuming that the press has more integrity than politician, that might be another topic of discussion.

Anyway, you can try if it works for you with subtypes and custom fields

have you made your self some contact sub-types and they are not showing? even with a new field?