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 Profiles (Moderator: Dave Greenberg) »
  • Listing user relationships
Pages: [1]

Author Topic: Listing user relationships  (Read 661 times)

marzast

  • Guest
Listing user relationships
April 10, 2015, 02:47:45 pm
Hi,

I am trying to generate a profile that lists and allows the user to edit his employment/education history in their Drupal My account page. I was hoping to get something similar to what is described in:

http://wiki.civicrm.org/confluence/display/CRM/Multiple-record+Custom+Data+Sets+in+Profiles

The issue is that I have no idea how to do it. I tried Views, but that one does not allow data editing. I also tried advanced search but I don't know how to limit the search results to the contacts related to the current user.

Any help/advice will be very appreciated.

 

petednz

  • Forum Godess / God
  • I’m (like) Lobo ;)
  • *****
  • Posts: 4899
  • Karma: 193
    • Fuzion
  • CiviCRM version: 3.x - 4.x
  • CMS version: Drupal 6 and 7
Re: Listing user relationships
April 10, 2015, 03:38:37 pm
Firstly - can I encourage you to sign up on Stack Exchange, and post this there, then I will repeat my answer there too.
---
Interesting question. I was about to launch in to my usual - do this with either webforms, or Views, CiviEntities, VBO etc but knowing that the VBO interface is not 'great' for general users I wondered what could be done via multiple record fields and profiles.

You hadn't specified if you were thinking of using Civi Relationships, though the word is in the subject. But I don't think civi can give a user access to edit their own relationships particularly easily.

A Webform could be the solution since it does allow you to manage your start / end date etc so may be worth exploring more.

ANyhow, on demo site (which will of course be refreshed within 24 hours and lose this set up) I set up a multiple record field set with 2 types of 'employer fields' in case Contact Reference would be an option too (seems not from my testing based on the existing permissions for 'demo')

http://d46.demo.civicrm.org/civicrm/admin/custom/group/field?reset=1&action=browse&gid=8

There is also a profile set up with this used for View/Edit

So now if you go to

http://d46.demo.civicrm.org/user/2/edit/Employment_History_16

you will see the fields, and the user can Edit and Add new records to these fields.

Not sure how close this gets to answering your question since it does not use the Current Employer field, and does not use civicrm Relationships.

But i thought I would go down this route as I need to familiarise myself with what is now possible with multiple record fields in the newer versions. ;-)
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate

petednz

  • Forum Godess / God
  • I’m (like) Lobo ;)
  • *****
  • Posts: 4899
  • Karma: 193
    • Fuzion
  • CiviCRM version: 3.x - 4.x
  • CMS version: Drupal 6 and 7
Re: Listing user relationships
April 10, 2015, 03:45:19 pm
Also noting that the Contact Reference field works fine in the civicrm tab on the contact record eg for http://d46.demo.civicrm.org/civicrm/contact/view?reset=1&cid=202 but not when it is used in a Profile which is probably a well known limitation but just mentioning it here in case it might just be permissions or less likely a regression
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate

petednz

  • Forum Godess / God
  • I’m (like) Lobo ;)
  • *****
  • Posts: 4899
  • Karma: 193
    • Fuzion
  • CiviCRM version: 3.x - 4.x
  • CMS version: Drupal 6 and 7
Re: Listing user relationships
April 10, 2015, 03:48:35 pm
Hmm - found this on SE - please make sure you cross reference from here to SE   :P

http://civicrm.stackexchange.com/questions/449/listing-user-relationships/452#452
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate

petednz

  • Forum Godess / God
  • I’m (like) Lobo ;)
  • *****
  • Posts: 4899
  • Karma: 193
    • Fuzion
  • CiviCRM version: 3.x - 4.x
  • CMS version: Drupal 6 and 7
Re: Listing user relationships
April 10, 2015, 04:25:00 pm
adding a screenshot as the settings won't be around in a few hours
first is the /user edit option. second is profile/create mode to show the Contact Ref field not visible
third is the contact record tab
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Profiles (Moderator: Dave Greenberg) »
  • Listing user relationships

This forum was archived on 2017-11-26.