CiviCRM Community Forums (archive)

I'm new to Drupal & CiviCRM, and trying to accomplish 2 related things, and would greatly appreciate any guidance to how to set them up. I'm not really a programmer, though I understand the "hello world" basics of PHP, but would rather not start tinkering with code. I'm hoping the ACL system already makes this possible, and I'm just not viewing it correctly...

1.) When a user with a specific ACL role creates a new Individual contact record via the shortcut block, I'd like that new record to be automatically added to a particular group. E.g., when a user with the role "Chapter X Staff" adds a new contact, I want that contact automatically added to the "Chapter X contacts" group.

2.) When a user a role with permission to manage groups creates a new group, they should automatically have permission to view that group. I though this would be assumed, but apparently not, unless I've errored somewhere.

Thanks,

Matt

For the benefit of future searchers, Here's the work around for problem (1) which is roughly sufficient for my situation:

1.) I created a smart group for contacts who are NOT labeled 'Do Not Share' called 'Shared Contacts' (which will include new contacts by default.)
2.) I granted permission to my 'staff' role to Edit contacts in the group 'Shared Contacts'
3.) Now when a new record is created, it is by default available to all my 'staff' users, although it will still be necessarily to manually add that individual to any chapter groups, at least contacts created via the shortcut block don't disappear into oblivion.


Now I just have to figure out a means to grant users access to the groups they've created... probably time to break out the PHP manual...

To any lurking developers: I'd be great to translate the 'smart groups' concept into a 'smart ACL' feature. When a group is created with characteristic X, permission is automatically granted to role Y.

This is probably beyond my skill, and in this case, I will likely end up hardcoding something very specific to my needs.

Best,

Matt

I wrote some code to run in a Drupal block to solve problem (2) above.

It can be found here:

http://wiki.civicrm.org/confluence/display/CRMDOC/Create+Group+with+ACL+Permissions