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  • Different Record Types in Profiles
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Author Topic: Different Record Types in Profiles  (Read 3123 times)

chrisdaems

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Different Record Types in Profiles
August 18, 2007, 02:12:58 pm
Hi,

I'm new to civicrm and I have some difficulties to understand Profiles and Access control.
What I try to accomplish is following:
1. A user of a company can request membership via an off line form. The form is created by profiles and It works great until I use Fields from Organizations and individuals in the same Profile.
2. The Company will receive a notification if the membership is accepted.
3. If accepted, the user (this will be the primary user) can update his/her own details and the details of the company.
4. The user can also add new individuals to the organization and those individuals can also update their own details + the company details.
5. Everybody must be able to browse through the organizations data and print if necessary.

What i tried to do is:
1. Create a profile for registering an organization and the primary individual in one form.
2. Create a profile for updating the individual records.
3. Create a profile for updating an organizational record.
4. Create a profile for searching through the records.

I'm already stuck with the first profile. I also read, if you put the field First Name which belongs to Individual contact records into a Profile - then the Profile type will be Individual. SO,

  • Does this mean that I can't mix an organization and individual record?
    How can I make sure that an individual only can update an organization where the individual belongs to?
    How can I make the user who created the organizational record as the primary individual?

Thanks,
CHRIS


Donald Lobo

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Re: Different Record Types in Profiles
August 18, 2007, 02:29:09 pm

Chris:

1. As you have encountered, you cannot mix an individual and organization record in the same profile. Thus item 1 is not possible with CiviCRM v1.8

2. We are working on a client project to meet some of the needs below. You might want to read more about this here:

http://wiki.civicrm.org/confluence/display/CRM/Kabissa+-+CiviCRM+Project+Specifications

We hope to incorporate pieces of that code in core CiviCRM over the next few releases

lobo

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chrisdaems

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Re: Different Record Types in Profiles
August 18, 2007, 03:09:12 pm
Hi Lobo,

I was just reading through the kabissa project files. Looks promising! I will see how far I come with the core of civicrm 1.8.
Thanks,
Chris

chrisdaems

  • Guest
Re: Different Record Types in Profiles
August 19, 2007, 03:35:13 am
I'm gonna try to do it in several small steps.

step1: A user can apply for a membership.

1. Any user can click on the sign up form
2. The user fills in some personal data (name and email address).
3. The user clicks on next. The record is saved as an "INDIVIDUAL".
4. The following form concerns organizational details.
5. The user fills out the organizational details.
6. The user clicks submit and becomes the organizational administrator.
7. The application is marked as pending in civicrm.
8...

  • Can I accomplish this by using 2 profiles, the first one is based on individuals and the second one is based on organizations?
  • How can I link this multi page sign up form based on 2 profiles into drupal?
  • Can I use relationships to assign the user as the "Organization Administrator"?


Thanks,
Chris
« Last Edit: August 19, 2007, 02:04:41 pm by chrisdaems »

Donald Lobo

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Re: Different Record Types in Profiles
August 19, 2007, 12:26:13 pm

Chris:

1. You can link profiles using the "Thank-you page" feature of a profile. On completing the first profile, the user is redirected to the second profile. If you are using the drupal registration form as the "sign up" form, then you will need to check drupal documentation on how to do the redirect with the registration form

2. You cannot create a relationship automatically in the above case. This would need to be created manually. Also you'll need to figure out how to match the "contact" and "organization" records that have been created

lobo
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chrisdaems

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Re: Different Record Types in Profiles
August 19, 2007, 02:13:02 pm
Lobo,

Thanks, linking profiles worked with the redirect feature of a profile.
But this was the easy part.
Probably a better way of doing all of this is by creating some php code. Are there any ready to use examples?

Chris

Donald Lobo

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Re: Different Record Types in Profiles
August 19, 2007, 02:31:51 pm

Chris:

"creating some php code" is a wee bit more difficult. You can look at the kabissa code and see whats involved. You can do an svn checkout from:

http://svn.quest.civicrm.org/kabissa/trunk

If you are not a developer, might not help to look at the code. Its fairly complex (IMO)

lobo

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chrisdaems

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Re: Different Record Types in Profiles
August 19, 2007, 03:03:47 pm
Lobo,

I'm a developer, but not in PHP. The code is pretty easy to read and it looks clean, but you're right it's rather complex. I'll have a look how I can do this in drupal. Most of the stuff I want to do is really database related, therefore I gonna TRY to create a drupal module that simulates a self-service to serve civicrm.
I think it will consist of two forms:
1. A form to manage the organizational data
2. A form to add contacts to the organizational data

chris

Donald Lobo

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Re: Different Record Types in Profiles
August 19, 2007, 03:20:43 pm

Chris:

When you are done with the code please consider releasing it under an open source license and linking it here. I suspect there are qite a few people interested in something similar and always good to have options

thanx

lobo
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chrisdaems

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Re: Different Record Types in Profiles
August 20, 2007, 11:27:11 am
I will definitely release the code whenever it is finished. I'm not sure if I will find the time to wrap everything into a nice module. I'm new to drupal and civicrm but I will do my best.

cheers,
Chris
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