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Author Topic: Simple way to flag a record that needs editing?  (Read 327 times)

tv2011

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Simple way to flag a record that needs editing?
November 06, 2014, 12:14:54 pm
I'm trying to find some way of letting unprivileged users flag a record that is inaccurate so that a more privileged user can check it and edit it if required. Is there a simple way to do it? Ideally, it would either give a privileged user a task, or add that record to a group containing all records that need checking.

Coleman Watts

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Re: Simple way to flag a record that needs editing?
November 06, 2014, 12:22:09 pm
What type of record?
Try asking your question on the new CiviCRM help site.

petednz

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Re: Simple way to flag a record that needs editing?
November 06, 2014, 12:36:47 pm
and how unpriveleged are the unpriveleged - are they just seeing eg a Directory of Organisations? or Members, and then going - oh look Jenny has moved, or changed her name, and needing to notify your admins of this?

i can hear an answer with Views and webform-civicrm coming down the track, but best to have the full question first ;-)
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pete davis : www.fuzion.co.nz : connect + campaign + communicate

tv2011

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Re: Simple way to flag a record that needs editing?
November 06, 2014, 01:02:06 pm
Type of record - contacts, basically.

And the unprivileged (Drupal) users would have permissions to view contacts, but don't have edit rights to them. That's because we want to control data quality.

petednz

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Re: Simple way to flag a record that needs editing?
November 06, 2014, 01:06:16 pm
I would give them a View where they can see Contacts, with a link that would take them to a prefilled civi webform which they would then submit and it would set up an Activity for your nominated Admin to then make the corrections

Happy to provide a more long winded explanation if tht is the route you choose

But if it is, then i would request that you consider asking the question on drupal.stackexchange.com so we can get the civicrm stackexchange project moving along ;-)
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tv2011

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Re: Simple way to flag a record that needs editing?
November 06, 2014, 01:30:09 pm
Great, thanks for the reply. I'll give it a try (and will ask more questions on stack exchange :) ).

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Simple way to flag a record that needs editing?

This forum was archived on 2017-11-26.