Author Topic: Check for permissioned relationship (Read 440 times)

btc97 · January 31, 2015, 03:24:38 pm

Is there any way to check if a Drupal user (synced with a CiviCRM contact) has a permissioned relationship? I would like to be able to show a block dependent on whether a user has the ability to modify an organisation.

Views seemed like a likely candidate, but I don't see a way...

petednz · February 01, 2015, 12:02:04 pm

is the problem that some contacts have the same relationship type to an Org but without the permissioning?

since I don't think Views knows about that permissioning

if so, would it work for you to use a special relationship for such situations

ie if you set the block to be based on 'current user' and then show the Org they are related to?

btc97 · February 01, 2015, 01:07:40 pm

Thanks Pete.

Yes, some contacts have the same relationship, but not a permissioned relationship. I don't want to show those contacts the block.

Maybe your idea of creating a new relationship for these contacts, e.g. "Admin contact", would be the best way of handling things. Then I could filter for that relationship in Views. That's what you're suggesting right?

petednz · February 01, 2015, 01:32:30 pm

yep - we often have a 'primary contact' to denote people who should be permissioned

not sure what is involved in getting Views to provide the 'is/not permissioned' as a filter, but it should probably get added to the long list if you want to find it in the wiki - chris chinchilla is kind of the 'holder' of such requests though we often deliver them as our clients bump in to them

btc97 · February 01, 2015, 05:37:45 pm

Great, that's the way I'll go then. It will actually be useful to have a way to identify primary contacts!

I think I've read somewhere that the answer to this as "no", but is there a way to make a relationship permissioned by default?

I'm happy to add the Views filter request to the wiki. Is that this page?: http://wiki.civicrm.org/confluence/display/CRMDOC/Drupal+Views%27+Future

petednz · February 01, 2015, 05:41:39 pm

ah but the answer is yes now thanks to an extension eileen at fuzion made

you can read about it here

https://civicrm.org/extensions/relationship-permissions-acls

though I can't promise it is 4.5 ready - if you can take a look at it and figure what needs fixing then that would help getting it sorted

btc97 · February 02, 2015, 11:31:08 am

Ah, that is a very useful extension! However, having thought about this more I'm beginning to think having an additional relationship type is going to add unnecessary complexity for my use-case, because: all contacts are signing up "on behalf of", so we already have an automated permissioned relationship. True, we could add a "Primary contact" relationship with permission (using a Rule on sign up) and no harm would be done, but it would be redundant. I see I can already do an advanced search for permissioned relationships, so I can find the "primary contacts" that way if I have to.

So now I'm thinking I should go down the API route and create a custom module to identify the permissioned relationship users. Haven't used the API before, but it looks well documented!

Does this seem logical?

petednz · February 02, 2015, 11:46:22 am

i follow your logic - and while i see a greater gain to having 'permissioned-ness' available as a filter in the civi views code - go where you need to with what you have.

btc97 · February 03, 2015, 10:28:04 am

Civi Views should definitely have that permissioned-ness filter, and if I was more comfortable coding, I would do it that way!

Thanks again for the direction.

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Author Topic: Check for permissioned relationship (Read 440 times)

btc97

Check for permissioned relationship

petednz

Re: Check for permissioned relationship

btc97

Re: Check for permissioned relationship

petednz

Re: Check for permissioned relationship

btc97

Re: Check for permissioned relationship

petednz

Re: Check for permissioned relationship

btc97

Re: Check for permissioned relationship

petednz

Re: Check for permissioned relationship

btc97

Re: Check for permissioned relationship