CiviCRM Community Forums (archive)

Hi Gang.  It's your friendly Profile n00b again, trying to figure out how someone with a Drupal account can edit their corresponding CiviCRM data through the use of a Profile.   

I started by creating a new Organization in CiviCRM, and then using the User Import module to bring over the user into Drupal.  I imported the user using the email, Organization Name, and that was it.    I've gotten pretty far with this, but now have hit a roadblock in that all the data in the Profile is blank when we view the Profile.    Is the Drupal user not "linked" to the CiviCRM user?  I thought this was done via email and the email is the same...?   I did this successfully on another site once before, but this is not working on this site.   I've always thought that visual images help with this kind of thing, so I have uploaded Screenshots to you to view.    By the way I am aware that I have some of my fields as "individual" when the contact in question is an organization.  This is an experiment---but please note that ALL the fields are blank on the Drupal edit screen, so something else is the matter.

The big question is...why are the Fields in screenshot #3 blank?  (scroll down for more)

I know I have probably mis-configured something, but what?

Please let me know.

Thanks!!!

Using version 2.0.5 with Drupal 5.10

Is this part of the answer http://wiki.civicrm.org/confluence/display/CRMDOC/How+to+Create+Profiles

Limitations on Record Types

Profiles have an implicit type which is determined by the record type of the fields you add to it. For example, if you put the field First Name which belongs to Individual contact records into a Profile - then the Profile type will be Individual. The current supported types are: Individual / Household / Organization / Contribution / Participant / and Mixed.

For most profile uses, you CAN NOT include fields from different types of records. For example, including First Name (Individual), Last Name (Individual) and Household Name (Household) in a Profile will result in configuration error when you attempt to use the profile.

Also, if you want to include a profile in Drupal User Registration or My Account screens - ALL fields in the profile must belong to the Individual contact record type.

hey stoob. here is what is a part of 2.1 http://blog.civicrm.org/node/318

as far as 2.0 i'm not exactly sure how this was implemented since we haven't done this for any of our clients but some info mentioned here http://civicrm.org/node/352

i'm sure someone will have more details about the "hack" mentioned in the above link.

hope this helps
tony

i am not sure if what you are doing is possible. are you trying to use the organisation's 'my account' to view information about another contact - or their own data? The latter will work, the former is not something I have tried but sounds unlikely.

BTW in fig 4 i couldn't see any data in the Summary/Edit page that would show on the profile (ie the clip is of phone etc, but the profile is showing address etc). Does the Test Organisation have some data in its Street Address (Main) field?

if you have an organisation that has data in an address field (eg Main)

and you have a profile set up to show organisation address fields (eg Main)

and you go to the organisations 'my account' page and click on the available profile then i would expect to see the data.

As described in the blog post referenced by Peter D,  the team made a decision that we would NOT support the concept of an Organization having a Drupal user login. Users are people, and the only way the "organization as user" model works is if logins are shared - which we think is not a great practice.

Hence, the concept of permissioned relationships - allowing a user to maintain basic organization contact info for "their organization(s)" using a link from the CiviCRM Contact Dashboard.

If this approach doesn't work for you - then you might be able to link folks to an Organization Profile (at http://your_site/civicrm/profile/edit?gid=N) using the checksum link method discussed elsewhere on this forum. You will not be able to expose Organization Profiles within User Registration or My Account - they just  won't show up.

Sorry - mea culpa - I was trying to find time to actually create a User Account for an Organisation but ran in to another problem that needed solving - you know how it us (pete pulls hat over face)

Not to beat a dead horse here PeterD, but you are correct that  I do have a Drupal account for an Organization.  I used User Import module with Drupal to import the CiviCRM 'Organization' type contact Test Organization and give that Organization a Drupal login.   However, once that Organization has a Drupal login, the Organization is unable to access a Profile to edit the Organization's CiviCRM data.  CiviCRM disallows it.

Do you see what I am saying here?   Are we on the same page now?

Hey great idea!  While I don't have the permissions or budget approval to upgrade Drupal on our servers and make a test install of CiviCRM 2.1.... I can fool around with it on your Demo server.

Here is what I did.

1) Logged into to demo.civicrm.org and created an Organization called Stoob Test Org  (and entered dummy data)
2) Created a profile called "Profile Stoob" containing one field:  Home URL (Organization) - of which data exists for this field
3) Went into CiviCRM and established a Relationship: the "demo" Contact  (Drupal username "demo" / CiviCRM contact name "Demo, Stoob was here") is an "Employee of..." the Stoob Test Org  Organization and gave "demo" the ability to edit this Organization's information by checking the box.   Now 'demo' relationship reads: "Can view and update information for 'Stoob Test Org'"
4) Went to "demo" My Account section and clicked Edit.  Now I see "Profile Stoob" in the list of available profiles....oops wait, the profile is blank - no fields appear.

So I'm not sure exactly how to proceed here!  According to this article I read ( http://civicrm.org/node/318 ) this should be the general idea behind the process, but I didn't see any specific tutorials or anything.  Maybe I misunderstood the intent or the process, if that is the case let me know.

I hope I can be of any assistance in this matter necessary, I am doing all I can to help your project with a busy schedule.  All of the test data is still in your Demo site.  Check it out and let me know if I did something wrong!


Thanks!
Stoob!

PS.  As an aside, I am also wondering what ability being "able to view or change" an Organization's data would have on the Membership Signup page at: http://drupal.demo.civicrm.org/civicrm/contribute/transact?reset=1&id=2