let contacts manage their own details

[xavier]

Hello,

My goal is to let the users update their details (a selection of fields, some are kept internally).

I'm not sure where to start, I've read about "CiviCRM profiles", but if I understood properly that's only to register (haven't managed to make it work yet)


I was looking for something like on phplist: a long unique id that serves as a login/pwd (you can update your details directly if you have this key generated by the system) everytime you receive an email, you have a link to the dashboard/update page (click here to modify).

Each of these link is obviously unique for each user.

Does it make sense ? Does it exists or is something similar offered ?

Tia

Xavier

[Kurund Jalmi]

Can you check

http://issues.civicrm.org/jira/browse/CRM-1573

HTH

kurund

[Dave Greenberg]

My goal is to let the users update their details (a selection of fields, some are kept internally).

I'm not sure where to start, I've read about "CiviCRM profiles", but if I understood properly that's only to register (haven't managed to make it work yet)

If you want to offer this for contacts who are registered users - you can check the "Used For: [ x ] View/Edit User Account" in the Settings for the CiviCRM Profile.

However, if you want to offer this for contacts who are NOT registered users of our site, Kurund's pointer to the hash feature is  a good place to start. The setup is not documented yet - but basically you can construct an email and link using tokens (example below),  and send it via the built-in "Send Email to Contacts" OR via CiviMail if you're using that component and want to send it to a larger number of contacts. Replace "1" in the gid=1 param below with the ID of the profile you've configured for this.

Code: [Select]

Dear {contact.display_name}:
Please update your contact information by going to...
http://www.yoursite.org/drupal/civicrm/profile/edit?reset=1&gid=1&id={contact.contact_id}&{contact.checksum}


[Denver Dave]

I can get the existing contact information to show up in the form after clicking on the link in an email, but no matter how many options I select in the profile, I get the error:

This profile is not configured for the requested action

  when I save the form with changes.   Any ideas?

I'm running 1.9.11960 under Drupal.

[Dave Greenberg]

Generally, this error means that a valid profile ID was not included in the URL (this is the gid=X portion) OR that the profile setting doesn't include "Used For: [ x ] Profile".

If this doesn't  clarify things for you, please try and recreate the behavior your getting on the 1.9 demo.

[xavier]

Code: [Select]

Dear {contact.display_name}:
Please update your contact information by going to...
http://www.yoursite.org/drupal/civicrm/profile/edit?reset=1&gid=1&id={contact.contact_id}&{contact.checksum}


Hi, I came back to it, and I suppose there is a missing
http://www.yoursite.org/drupal/civicrm/profile/edit?reset=1&gid=1&id={contact.contact_id}&NAME={contact.checksum}

What is the NAME of the param ?

Is there an easiest way to find the hash than sending an email ?

X+

[Donald Lobo]

1. contact.checksum is a special token, it adds the name also (cs=)

2. the hash is based on the contact hash in the db (a random generated value), a timestamp and a time-to-live value, as such it will be different everytime u call it

lobo

[xavier]

Hi,

Does it mean that the update link is only working during a window of time and automatically doesn't work after a while ?

What is the TTL and is there an option to change it if needed ?

[Donald Lobo]

yes, it currently is set for 7 days. the code is in: CRM/Contact/BAO/Contact.php, line 2120 (function generate checkSum)

This code is experimental and not used a lot (or well documented). hence the time period is not configurable in the current version.

lobo