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Author Topic: Can I enable new users to create an Organisation record?  (Read 2157 times)

Upperholme

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Can I enable new users to create an Organisation record?
December 01, 2008, 07:45:49 am
I want to enable new users (i.e. unauthenticated at that point) when completing the Drupal new user form to be able to let us know who their current employer is, and for this data to create a new Organisation Record if that organisation does not already exist in CiviCRM. I've created the profile and exposed the Current Employer field so users can see it and enter data when they are on /user/register as part of their new account sign-up.

If they put something in the field this is recorded, and I can see the information they enter when I view the CiviCRM contact record (if I click on it - it is clickable -  I get a fatal error), but if I edit the contact record all I have for Current Employer is the drop down menu that lists all those organisations that have a record in CiviCRM.

Is there any way that I can let these users actually create a new Organisation record so that as they sign up they are not only populating my database with individual contact records, but also organisation records?

I've looked at ACLs, but I'm unsure of the correct approach, if indeed it is possible at all?

Any pointers on this issue most welcome.

Regards
Graham

CiviCRM 2.1.2
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« Last Edit: December 01, 2008, 07:48:59 am by Upperholme »
Graham Mitchell
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Donald Lobo

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Re: Can I enable new users to create an Organisation record?
December 01, 2008, 08:32:02 am
Quote from: Upperholme on December 01, 2008, 07:45:49 am
If they put something in the field this is recorded, and I can see the information they enter when I view the CiviCRM contact record (if I click on it - it is clickable -  I get a fatal error), but if I edit the contact record all I have for Current Employer is the drop down menu that lists all those organisations that have a record in CiviCRM.

can you reproduce this in the demo server please

Quote from: Upperholme on December 01, 2008, 07:45:49 am
Is there any way that I can let these users actually create a new Organisation record so that as they sign up they are not only populating my database with individual contact records, but also organisation records?

the current employer field creates an organization record if not already present. Currently we do not collect any more information via profiles for this newly created record. If an organization exists with the same name, we reuse the record

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Re: Can I enable new users to create an Organisation record?
December 01, 2008, 10:28:59 am
I have been thinking around this too and had concluded that I may have to provide a text box to collect the new organisations contact details and then enter those in to correct fields at the back end
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Upperholme

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Re: Can I enable new users to create an Organisation record?
December 02, 2008, 07:09:11 am
Quote from: Donald Lobo on December 01, 2008, 08:32:02 am
the current employer field creates an organization record if not already present. Currently we do not collect any more information via profiles for this newly created record. If an organization exists with the same name, we reuse the record

This was not what looked to be happening on my install.
I'll see if I can replicate this on the demo server (once I find that).

OK, I've gone into the demo server and I see what you mean. Logged in and within CiviCRM I can create a contact record and input the Current Employer and it creates a new organisation record for me. Lovely. I can do exactly the same thing on my site.
I have now tested again the record creation through the profile form that is linked to the Drupal user registration form, and now it seems to be working! Spooky. i did the exact same thing yesterday and it did not create the organisation record?

Anyway, it seems to be working now, which is great, but i'm still curious as to why it chose not to work yesterday?

Thanks for the help.
Graham
Regards
Graham
« Last Edit: December 02, 2008, 07:32:41 am by Upperholme »
Graham Mitchell
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mcsmom

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Re: Can I enable new users to create an Organisation record?
December 02, 2008, 02:00:51 pm
If a sure is logged in is there a reason that she can't just create an organization record using a normal organization profile?  I don't think the issue is the organizational record itself, but rather it is the relationship between the individual and the organization. You can always redirect a create individual profile to a create organization profile and get both sequentially.

Dave Greenberg

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Re: Can I enable new users to create an Organisation record?
December 05, 2008, 06:04:56 pm
Elin - You're correct. A logged in user can definitely be directed to an Organization profile to enter organization info. The trickier part is getting them back there for editing the record later.  This is also possible, but you need to construct the link with the id of the organization contact you want to allow them to edit.

For example - to edit organization with contact ID = 133:

http://drupal.demo.civicrm.org/civicrm/profile/edit?gid=6&reset=1&id=133
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Upperholme

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Re: Can I enable new users to create an Organisation record?
December 10, 2008, 08:06:15 am
Quote from: mcsmom on December 02, 2008, 02:00:51 pm
If a sure is logged in is there a reason that she can't just create an organization record using a normal organization profile?  I don't think the issue is the organizational record itself, but rather it is the relationship between the individual and the organization. You can always redirect a create individual profile to a create organization profile and get both sequentially.

In my case they may well not be logged in when they enter the data.
Graham Mitchell
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Donald Lobo

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Re: Can I enable new users to create an Organisation record?
December 10, 2008, 09:53:19 am

If someone is not logged in, we dont have a handle on who the person is, and hence cannot set / validate the permissions

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Dave Greenberg

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Re: Can I enable new users to create an Organisation record?
December 10, 2008, 04:13:56 pm
You can have anonymous users fill out a profile that creates a new organization. However, subsequently allowing them to edit that data will require some thought / work. There is an existing mechanism to generate a temporary hash value in an email link which gives someone access to edit that record - however, the token is linked to the contact whom you're sending mail to (which might be the organization contact record email ???).

Search for contact.checksum on this doc page:
http://wiki.civicrm.org/confluence/display/CRMDOC/Linking+Profiles
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  • Can I enable new users to create an Organisation record?

This forum was archived on 2017-11-26.