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Author Topic: Add/Edit Custom Data Groups per Group  (Read 2438 times)

woodsy3629

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Add/Edit Custom Data Groups per Group
July 09, 2007, 11:07:50 pm
I've searched and google as much as I could, but cannot find anywhere how to add/edit contact types.

Individual/Household/Organisation are not enough contact types, I would like to add others, can someone suggest where I can find doco on how to edit/add types?

Much appreciated

Woodsy
« Last Edit: August 29, 2007, 06:20:48 am by woodsy3629 »

speleo

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Re: Add/Edit Contact Types
July 10, 2007, 01:13:28 am
You might want to look at the Entity Relationship Diagrams at http://wiki.civicrm.org/confluence/display/CRMDOC/CiviCRM+ERD to get a feel for the structure of CiviCRM. As you can see Individual/Household/Organisation are tables, so, I'm no expert here but, extending the schema would be non-trivial.

Could you explain the background behind this with an example. Might be that another approach might work.

woodsy3629

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Re: Add/Edit Contact Types
July 10, 2007, 02:30:22 am
I am trying to setup a sporting entity.

have a team, and contacts can be players of a team, Supports of a team, coachs of a team, etc.
ie. (Player has number, position, gear sizes).

Is there something on the horizon that could change this and have the ability to add entities?


speleo

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Re: Add/Edit Contact Types
July 10, 2007, 03:01:43 am
have you looked into relationships?

Dave Greenberg

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Re: Add/Edit Contact Types
July 12, 2007, 08:01:44 am
There is some stubbed support for "contact sub-types" in the data model and code - which we've primarily implemented for client-specific components. If you're into doing some digging and coding - you could probably hook into this. Otherwise, your options are to use tags and/or groups to segment your Individuals by "type" - and then perhaps create groups of custom data fields for each type which are rendered in separate "tabs".

Check out the online doc - starting here - for more info: http://wiki.civicrm.org/confluence/display/CRMDOC/Categorize
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woodsy3629

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Re: Add/Edit Contact Types
August 29, 2007, 06:20:03 am
Quote from: Dave Greenberg on July 12, 2007, 08:01:44 am
Otherwise, your options are to use tags and/or groups to segment your Individuals by "type" - and then perhaps create groups of custom data fields for each type which are rendered in separate "tabs".

Check out the online doc - starting here - for more info: http://wiki.civicrm.org/confluence/display/CRMDOC/Categorize

OK so since last I posted I've done some more indepth research into the workings of civicrm and learned a bit more on how it works, and my eyes have been opened to how powerful it really is. I've taken your advice and gone with the groups and custom data fields rendered as tabs. I've also added some ACL rule such that. You have to be in a group to see that tab. ie. You have to be in the players group to view/edit the Players tab. My problem my is that the administrator/moderater can see all the tabs of custom data, even if the contact is not in the group. meaning it is creating the custom data groups for all contacts and just hiding it if you are not apart of that group.

My question. Is there a way of creating custom data groups after you are part of a group or "hiding" it from everyone including admins/mods so even if it is there no one can see the tabs, until they are apart of a group.

To Clarify. I'll go with the players group and players tab example.
When an administrator/mod is adding contacts. a players tab is visible on all contacts even though a contact is not apart of the players group.

Is there anyway, to stop custom data groups from showing in other contacts than one that explicitly specified?

Hope that makes sense if not, I'll try another explaination.

Donald Lobo

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Re: Add/Edit Custom Data Groups per Group
August 29, 2007, 12:17:38 pm

Yes, your explanation makes sense, and the short answer is No :(

In a 2.x release we hope to explore contact_sub_type a bit more and allow custom groups to extend contact_sub_type. Once that is implemented you can give all contacts who are players, a sub type of player and hence only those will display the custom group for players etc

lobo
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woodsy3629

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Re: Add/Edit Custom Data Groups per Group
August 30, 2007, 05:41:30 am
Quote from: Donald Lobo on August 29, 2007, 12:17:38 pm

Yes, your explanation makes sense, and the short answer is No :(

In a 2.x release we hope to explore contact_sub_type a bit more and allow custom groups to extend contact_sub_type. Once that is implemented you can give all contacts who are players, a sub type of player and hence only those will display the custom group for players etc

lobo


Cool, although being a noob to civicrm I have some programming background and would love to help out as I have a vested interest, and would even go so far as to make a donation to get this a priority and fast tracked.

Could I get a list of people I could talk to about moving this matter forward.

Thanks

Woodsy

Donald Lobo

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Re: Add/Edit Custom Data Groups per Group
August 30, 2007, 11:55:44 am

You might want to check this mailing thread:

http://www.nabble.com/Using-CiviCRM-for-managing-exchange-programme---how-to-map-data-to-civicrm--tf3349033s15986.html#a11916650

and

http://wiki.civicrm.org/confluence/display/CRM/Contact+changes

Our consulting rates is at:

http://wiki.civicrm.org/confluence/display/CRM/Contact+changes
http://wiki.civicrm.org/confluence/display/CRM/Consulting+Services+Agreement

Note that this would be a 75-125 hour project (rough estimate). so its a fairly decent chunk of time and change

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
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  • Add/Edit Custom Data Groups per Group

This forum was archived on 2017-11-26.