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Author Topic: setting up custom fields to select from filtered contacts list  (Read 825 times)

blindape

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setting up custom fields to select from filtered contacts list
August 25, 2009, 05:21:58 am
Hi I have a question.
In our install of civicrm we have a group of custom data that asks us to select the trainers and assessors / co-assessors for a particular contact.  I was wanting can a custom field be linked to a filtered selection of contacts - say only contacts in the assessors or trainers group are available for selection in this data field.  At the moment we are creating a multi-select list for this option, the only issues is as people change roles in the organisation and move on or new people come on board it is an admin task to update the selection options.  if we could have something that could be as easy as adding someone to a particular group that would be great.  I know people can be connected through relationships and through activities, but I guess the key here is something that would be filtered to only those contacts who are members of a particular group and that the info fits inline with the other info around new contacts assessments.

if i'm not making any sense please feel free to ask questions that aid with clarity

regards,

John Curwood

Yashodha Chaku

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Re: setting up custom fields to select from filtered contacts list
August 25, 2009, 05:36:57 am
John :
Quote
 I was wanting can a custom field be linked to a filtered selection of contacts - say only contacts in the assessors or trainers group are available for selection in this data field.

In 3.0, we have a custom field of type "Contact Reference", which could be useful in your case.
Currently, it lists all the contacts that are there in the database, does NOT do any filtering,etc based on group (which is on the road map for future release http://issues.civicrm.org/jira/browse/CRM-4698)

You might want to try it out on our sandbox
http://sandbox.civicrm.org/civicrm/admin/custom/group/field?action=preview&reset=1&gid=1&id=4

HTH
-Yashodha
« Last Edit: August 25, 2009, 05:40:43 am by Yashodha Chaku »
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Donald Lobo

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Re: setting up custom fields to select from filtered contacts list
August 25, 2009, 05:42:46 am

There is also a hook associated with that custom field that you can use to filter all contacts belonging to a group for that field

check: http://wiki.civicrm.org/confluence/display/CRMUPCOMING/CiviCRM+hook+specification#CiviCRMhookspecification-hookcivicrmcontactListQuery

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blindape

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Re: setting up custom fields to select from filtered contacts list
August 25, 2009, 12:53:14 pm
Thanks for your quick replies,  I will look into both of these in the next few days.

Regards,

John Curwood

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This forum was archived on 2017-11-26.