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Author Topic: Webform CiviCRM - various questions  (Read 2179 times)

clarkac

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Webform CiviCRM - various questions
November 29, 2013, 08:28:40 am
In the latest Webform for CiviCRM, there's the option (in Additional Options) to block unknown users. The words are "Only allow users to see this form if they are logged in or following a personalized link from CiviMail"   I have made a webform for unknown users to add contacts, and that works OK (they get blocked) when anonymous users access the site directly.  But when I try the second option of adding the link to an email from CiviMail, they get blocked as well!  The link I put in the email looks something like http://www.mysite.org.uk/node/1 so I don't see how this is any different from the direct link.  I guess I have misunderstood something?  Maybe the above wording is the problem?
« Last Edit: December 10, 2013, 09:56:15 am by clarkac »
Andy Clark

Coleman Watts

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Re: Webform CiviCRM - Block unknown users??
November 29, 2013, 09:00:00 am
Keyword there is "personalized link," not just any link - it needs to contain the contact id and contact checksum tokens. You can see the correct tokenized link to paste into civimail at the top of the "additional options" tab (just above the checkbox you're referring to).
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clarkac

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Re: Webform CiviCRM - Block unknown users??
November 29, 2013, 09:04:16 am
Thanks - so if you're using webform to allow anonymous users to add contacts then this restriction doesn't really apply then, does it?  'Cos I can't put a link like you describe in as the contacts are going to be new...
Andy Clark

Coleman Watts

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Re: Webform CiviCRM - Block unknown users??
November 29, 2013, 09:06:39 am
I don't think I understand your use-case.
The "block unknown users" option refers to who is allowed to access the form, not what type of contact one is allowed to create.
Try asking your question on the new CiviCRM help site.

clarkac

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Re: Webform CiviCRM - Block unknown users??
November 29, 2013, 09:16:34 am
I will try to explain the use case.  I want some anonymous users (social workers mostly) to be able to add some contacts (actually, children who are being signed up for Xmas presents  :D)  There are a lot of children (600+) so we want to outsource the work!  But it would be good if the social workers could only do this via a link in an email, and not in any other way as this seems rather insecure.
Andy Clark

Coleman Watts

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Re: Webform CiviCRM - Block unknown users??
November 29, 2013, 10:38:39 am
Ok, so yes. I think you've got the right idea. The only bit you're missing is that the social worker should be contact 1 on the form (you don't need to enable any contact 1 fields except "existing contact"). And the new contact they are entering should be contact 2.
Then it will work as you want.
This also allows you to do other nice stuff like create relationship btw social worker and child, etc.
Try asking your question on the new CiviCRM help site.

clarkac

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Re: Webform CiviCRM - various questions
December 10, 2013, 09:55:43 am
I set this up in the webform as you described, and capturing the relationship between the social worker and the child works well.   I also created an activity for the social  worker which gives a nice audit trail.  Really good!  But, as ever, there some problems I've not been able to solve though.
1. The contact records for the children created in Civi show the source (which is nice), but the Change Log shows the contact as having been updated/created by the child (i.e. Jane Doe has been created by Jane Doe, who might only be 3 years old!).  Is there a way of having the social worker (i.e. Contact 1 in the webform) as the initial entry in the Change Log?  The social worker will be a known contact, of course.
2. As the information for each child is quite brief, I put 4 children on each webform page.  Problem is some fields are set as 'required', and if only 2 children are to be completed, the user is told to fill in the other 2 even though they should be left blank.  Can the conditional processing in a webform deal with this?
Andy Clark

Coleman Watts

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Re: Webform CiviCRM - various questions
December 10, 2013, 10:52:00 am
1) That sounds wrong. Contact 1 should be attributed with the initial changelog. What version are you using?

2) Yes that's actually quite easy, using webform conditional fields. I did a demonstration of how to do that here: http://london2013.civicrm.org/sessions/drupal-webforms-events-memberships-contributions
Try asking your question on the new CiviCRM help site.

clarkac

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Re: Webform CiviCRM - various questions
December 10, 2013, 12:28:43 pm
1) Sorry, I wasn't clear.  The new contact records that the social worker creates with the webform all get a Change Log with the child name on it, rather than the social worker which it should be, really.  I'm on 4.4.3 using latest modules.
2) Shame on me!  I was at CiviCon 2013 & enjoyed your presentation but obviously wasn't concentrating.  You must have made too many jokes or something..
Andy Clark

Coleman Watts

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Re: Webform CiviCRM - various questions
December 11, 2013, 04:23:33 pm
1) I just tried it for myself and it works correctly. If contact 1 is the current user and contact 2 is the child, then you will get a changelog sayint that the child was first entered by contact 1.
Try asking your question on the new CiviCRM help site.

clarkac

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Re: Webform CiviCRM - various questions
December 11, 2013, 04:41:31 pm
1) In my case, contact 1 is a known contact but anonymous (in Civi but not a registered Drupal user).  I then get a change log saying that the child was first entered by the child.  Would changing a permission in Drupal fix this?  But that would be a security risk...
Andy Clark

Coleman Watts

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Re: Webform CiviCRM - various questions
December 11, 2013, 04:50:50 pm
Oh. Interesting. That might qualify as a bug. Let me look...
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Coleman Watts

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Re: Webform CiviCRM - various questions
December 15, 2013, 04:09:31 pm
Can you test this patch?
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clarkac

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Re: Webform CiviCRM - various questions
December 16, 2013, 08:33:37 am
I tried patching this by hand, but backed out!  What patching tool would you use under Windows 7
Andy Clark

Coleman Watts

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Re: Webform CiviCRM - various questions
December 16, 2013, 11:02:39 am
I changed it a bit more and pushed it in so you can just checkout the project from git to try it, or else wait for the -dev version to update on d.o.
Try asking your question on the new CiviCRM help site.

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  • CiviCRM Community Forums (archive) »
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  • Support »
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  • Using Drupal Modules (Moderator: Donald Lobo) »
  • Webform CiviCRM - various questions

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