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Author Topic: Committee Roles.  (Read 2717 times)

thesamim

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Committee Roles.
June 04, 2009, 09:55:45 am
Pardon me if this is answered in docs or forums, but if it has I haven't found the answer.

How do I track the roles within a committee?

I want to be able to define a standard set of roles for all committees. eg:
Committee Chair
Committee co-Chair
Committee Treasurer

Along with tracking the relationship, it would be good to be able to define a beginning and end date (terms of the roles...)

I realize that I can accomplish this by just defining committees as organizations and defining the relationships I need, but the group functionality is closer to what we need than the organization functionality.

Any help and/or pointers greatly appreciated.

Thanks.


Dave Greenberg

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Re: Committee Roles.
June 04, 2009, 10:20:46 am
Relationships to Committee / organizations does seem to be the best fit for you. What functionality do you need that this does NOT give you?

BTW - There's been some conversations on replacing/merging the group model with relationships on the blog - http://civicrm.org/node/570. Another approach might be to allow folks to extend group "memberships" with additional properties. However, none of these possible changes are on tap for the short-medium term.
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thesamim

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Re: Committee Roles.
June 04, 2009, 11:27:12 am
Thanks for the prompt response!

Quote from: Dave Greenberg on June 04, 2009, 10:20:46 am
[...]What functionality do you need that this does NOT give you?

I may not be getting this right, but I'm under the impression that mailings go out to Groups not Organizations.

So, let's say I have a committee and it has 15 members, one chair, one co-chair and I want a mailing to go to all of them, if the committee is defined as an organization, how do I accomplish that?

Would I also have to define a group for that committee? Other than the redundancy, the only issue I would have with that would be the maintenance/synchronization issues...

The other part of defining a committee as an organization I'm hung up on: we have a truck load of custom data associated with our organizations that would not be relevant to a Committee and vise-versa.

If there was a way of defining an organization type, and showing custom data based on the type, that would get past that problem....

I'm very new to CiviCRM (downloaded last week), so if I'm missing some basic concepts please let me know.


thesamim

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Re: Committee Roles.
June 04, 2009, 11:33:01 am
D'oh: Smart Groups!

Create an organization that IS the committee, then create a Smart Group that looks for individuals with a relationship to that organization. Would that work?

Dave Greenberg

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Re: Committee Roles.
June 04, 2009, 12:34:27 pm
Give it a spin - but I think it will work nicely.
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JulieR

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Re: Committee Roles.
August 14, 2009, 08:10:31 am
Did this work for you?  I tried it but the smart groups seem only to allow emailing, not access control.  My commitees want to have their own drupal forums, so it seems this solution won't do for me.  At the moment I'm looking at creating duplicate static groups and organisations, unless someone has a better idea?

thesamim

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Re: Committee Roles.
August 14, 2009, 12:29:54 pm
Well our only requirement was for mailing lists, not access control... So it worked fine for us.

xavier

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Re: Committee Roles.
August 14, 2009, 11:46:06 pm
I had to develop a custom search to get the relations of a committee ( we use the household for that and rename them on the translation), so it would take into account every type of relationship. Did I miss something ?

For your static groups, you can develop a program that that sync that you cron regularly, but not sure I understand how having a group is useful for the ACL in a forum.

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petednz

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Re: Committee Roles.
August 15, 2009, 03:26:29 pm
JulieR - are you wanting to have Smart Groups in CiviCRM that are synching over to OGs in Drupal and each OG has a forum? YOu don't mention OG so not clear if that is a step in the process or not
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JulieR

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Re: Committee Roles.
August 17, 2009, 01:44:04 am
Yes I want to synchronise groups-roles for forum access, but I am still trying to figure out the best way to do this, both from a drupal and civicrm perspective (I'm new to both).  OGs look promising, but seem overkill, as I don't want self-organising groups and I see lots of people struggling with it in the forums - I also can't really visualise what it gives me.  I experimented with Forum Access and ACL, but there is a module conflict causing an error that is blocking my progress.  My existing prototype forum is in phpbb and yesterday I came across the phpbb integration module, which claims to sync phpbb groups to drupal roles, so I am wondering whether there's a chance I could sync group access across phpbb-drupal-civicrm and save myself the trouble of assembling a new forum.

The main goal is to allow people to subscribe/renew through civicrm, paying online, and get immediate access to members-only areas of the website and forums.  Members of Council and Committees (as defined in civicrm) should be able to access specific private areas.  It would have been nice to do this using a smart group as we discussed before, but if that's not possible it's a compromise we can live with for now.

Any advice would be extremely welcome. I don't mind getting my hands dirty but I'm wary of multiple learning curves sucking away all my time, so I'd prefer to come as close as possible with best practice rather than hack to perfection.
« Last Edit: August 17, 2009, 01:51:05 am by JulieR »

petednz

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Re: Committee Roles.
August 17, 2009, 04:34:26 am
Have you ruled out OG Synch Roles and thought around using Roles as the way to control access in Drupal - I know what it feels like to go round in these circles - and yes there seems to be too many elements of uncertainty still around some of the OG functions/add-ons that I understand your wariness.
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Donald Lobo

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Re: Committee Roles.
August 17, 2009, 05:28:35 am

how about:

1. use the civicrm_group_roles to sync static civicrm groups to a drupal role

2. use drupal roles to control permissioning for content and forums

You can potentially enhance civicrm_group_roles to work with smart groups, that would be a great contribution :) I think it might be easiest done with a periodic cron job

lobo
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JulieR

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Re: Committee Roles.
August 17, 2009, 09:37:02 am
Thank you both, that sounds like the right strategy, and it makes me comfortable to hear it from the horse's mouth, so to speak.  Once it's all working and I have my life back again, I'll think about making some enhancements :-)  I appreciate your input, and this great product!

hlevinson

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Re: Committee Roles.
October 01, 2009, 03:34:23 pm
In case anyone else is interesed in modeling Committees via Households, it looks like in my project we will be doing this too.

I made a small hack (with a colleague's help) to

civicrm/drupal/modules/views/civicrm.views.inc

to expose the field civicrm_relationship.contact_id_b in the Drupal Views UI.

This change allowed me to use Contact ID B for an Argument, to select the members of one Household.

Here's what that section of the file looks like after the change:

Code: [Select]
$data['civicrm_relationship']['contact_id_b'] = array(
'title' => t('Contact ID B'),
'real field' => 'contact_id_b',
'help' => t('The contact B'),
'field' => array(
          'handler' => 'views_handler_field',
          'click sortable' => FALSE,
          ),
'argument' => array(
             'handler' => 'views_handler_argument',
             ),
'relationship' => array(
                  'base' => 'civicrm_contact',
                  'field' => 'id',
                  'handler' => 'views_handler_relationship',
                  'label' => t('CiviCRM Contact B'),
                  ),
);


(After saving the code change, remember to do Views -> Tools -> Clear Views' Cache)

Now maybe someone can tell me:

Is it possible to override this file without editing the original here?

civicrm/drupal/modules/views/

Harry

Donald Lobo

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Re: Committee Roles.
October 01, 2009, 05:53:59 pm

Hey harry:

seems like this is generically useful. Can you please file an issue and attach a patch file to the issue. If you dont know how to create a patch file, you can check on the web :) or just point the issue to this forum post

thanx for taking the initiative and figuring out a solution

lobo
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  • Committee Roles.

This forum was archived on 2017-11-26.