CiviCRM Community Forums (archive)

Is it possible to use a custom profile form for editing?  I thought this was one of the purposes for profiles and we have experimented with stand-alone forms.  However, is there a way in the regular Drupal / CiviCRM interface to use a defined profile for editing?  I see how to use the profile for a listing in advanced search, but how about editing?

Thanks.

That is good information and useful for many situations, except our current one.  What we would like is to be able to have our logged in data-entry people to be able to edit other contacts information using the profile.  I hope I'm missing something and this is allowed.

(1) "You can also use a Profile to give logged-in users a way to view and/or edit specific fields from their own contact data."

(2) "Allow Anonymous (not-logged-in) Users to Edit Their Profile"

Seems like a much bigger use would be to edit everyone else's contact info based on the profile.

Sorry, it must be right in front of me, but I can't see it.  In the advanced settings of the profile, I do have "Include profile edit links in search results?" checked.  Where would this link show up?  I have the same listing with the same edit link as before.

When I do advanced search and select the profile, I do get the profile fields in red, but when I click on the edit, I get the same default edit screen.

We are on version 1.9 .... let's try the 2.1 demo ..... in the custom search results, see fields, but edit is still the same edit screen.

Where in the demo of 2.1 can we edit a contact with the profile?  Does this require custom searches?

Thanks. Dave

Is the profile edit available in the 2.1 demo ?
http://drupal.demo.civicrm.org/

Advanced search
http://drupal.demo.civicrm.org/civicrm/contact/search/advanced?reset=1

I'm not quite sure if you are saying that the edit link is available from a standard screen or we have to have the users key in
http://......./civicrm/profile?reset=1&gid=X

The previous link definitely produces a search results page where the edit link uses the profile.  But where can a user find the link that produces the search result list.  I know you gave me the link, but where on a previous page does that link exist?

I've tried advanced search with the search views which produces a similar search result page with read values in the columns, but the edit is the old standard edit.

Sorry, I must be overlooking the obvious.

Thanks Geilgufe - this was driving me nuts.

4,100 contact records it would be very difficult to each time shift through the list and then click on edit without a search or at least a search with a link to edit the record with the profile.

Still given the information you gave me, perhaps we could build our own interface that would save us hours of work.  Perhaps we could run two windows or tabs.

(1) the normal search based on last name
- key in the last name and search
- observe the record that we want
- hover over the link and observe the cid

(2) switch to the 2nd tab where we have manually keyed in the link
- change the id parameter to the cid value
- click the go
- so for Monica: http://drupal.demo.civicrm.org/civicrm/profile/edit?reset=1&id=93&gid=7

Might work for our purpose, but seems like I'm missing the point for profiles.  Aren't profiles designed to make editing easier for normal users? 

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Perhaps I should indicate what we are trying to do and there might be a better way.

In our database of 4,100 people, 2,700 have postal mailing addresses and we sent a request for donations to these.  quite a few came back with address changes, maybe 500.  A third of the 500 are bad addresses and since we sent return service requested, about 2/3 came back with address changes.  Unfortunately, we did not include the cid on the label.   

With a custom profile discussed above, it would be much faster do updates than with the default edit screen.  In fact given good profiles, I can see how we would pretty much want to always use a profile for changes if we could easily link to it.

If the profile angle does not work out, my plan is to do the updates with an import / export routine
(1) Key in the first_name, Last Name into a spreadsheet csv file
(2) Import this list marking the record with a flag field
(3) Export the marked records with CID, First Name, Last Name and address fields
(4) Correct the address fields and eliminate any records in the export file for people with duplicate names that are not our addresses to be corrected (there might be several john smith records)
(5) Import the address changes

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The import series above might not be too bad, but this seemed like a good opportunity to figure-out profiles which I thought could be used for our normal editing.  Profiles would seem to be a great time saving over the default edit screens for our data-entry people, especially if they could just click on a link.

How are others editing their records?  I assumed most people were using profiles?  If so, how do your users get to the profile edit screen?  Are they really manually keying in or copying in a profile or search screen link?   Very strange.

Thanks for your help.

Thanks for the tip - I'll look at the .tpl file - I could perhaps modify it to allow multiple links.

I'm also wondering for this particular project about combining the profile link approach and the export with CID.  I could probably modify the csv file so that each of the flagged records output had a link using the CID that went to the profile edit screen.

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Thank you, Thank you, Thank you !  You just saved us hours of time.

Modified the .tpl
This is one of the few times, that I've (with your help) been able to find the right script to modify.  I setup a second edit link "Profile 5), and works like a charm.  So much so, it seems like everyone would want to do similar for their installations.  For now, I have "Profile 5", maybe all call it "simple", "small" or "easy" and make it the first edit link and make the default / complete link be the 2nd choice.   I can see each user now wanting their own versions  .... hmmm.

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I'm sure the profile edit will catch on, now users are going to want to use for new individuals.  Tips on how to change the left new individual link or add an additional one?

This is great.

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Maybe in a future release, each user could select their current profile and that would be used for search, view and edit functions until they select a different profile.