Specifically, I want to be able to use Dexterity content that has a z3c relationfield pointing to a user in acl_users.source_users. The Plone documentation demonstrates how to create relations in the schema using plone.formwidget.contenttree, but the binders all seem to be based on catalog searches. Since users aren't content in this sense they aren't cataloged.
I'm not sure if this is even the best approach, but being able to link to a user seems simple as an abstract concept. I suppose the alternative would be to store the userid as a simple string field and listen for user management events.
There are two possible approaches:
(1) low-level indexing of relationships between content and users, possibly collective.subscribe (disclosure, I am the principal author, and the only example of this in use is collective.inviting, an event RSVP add-on). There are no widgets or UIs for this.
(2) If you simply want to pick users, you could just use a Choice field in your schema with a dynamic vocabulary of users in your system (example), and store the user-id on your content (unrelated warning: user name and user id can be distinct from each other; if you use email as login in Plone 4, I suggest you use collective.emaillogin4). The content tree widget is not going to work here, so look at either using a drop-down (for <200 users) or an auto-complete widget).
Related
I've 3 types of users:
Author
Reader
Site Admin
What I've done so far?:
I've created Content Type named Book. Authorscreate account on my site & login & then add the information about the books they authored. I've a View with page-display named books which lists all the books which can be seen even by Anonymous user.
What do I need?
Reader should be able to pick 'x' no. of books from the this view. The no. of books a Reader can pick depends on his level Voracious Reader, Moderate Reader, Occasional Reader.
After Reader choosing Book(s), Site Admin will be see the list of books picked by all Readers.
He'll then ship the book to their address (offline) & update the status as "Shipped".
of course Readers should be able to see the list of all the books they've chosen along with its status.
How do I accomplish the rest?
Install the field collection module.
Create a new field_collection field on the user profile called "ordered books".
Edit your "ordered books" field collection and add 2 fields:
1 called book - this will be an entity reference to your books
content type. You will need the entity reference module for
this.
1 called status. This can be a list with values of "ordered" and
"sent".
Now when users edit their profile then can select which books they want.
You will need to disable the status field at this point to lock it to ordered. (Use hook_form_alter).
Then also using hook_form_alter in a custom module add some extra validation to the user profile form.
In your new validation function check what sort of user is submitting the form (Voracious, Moderate or Occasional) and how many books they have selected and raise any errors as appropriate.
When a user looks back at their profile they will see a list of books and their statuses.
You may want to look into creating a new node type called "orders" or something. This could have an entity reference to the user, and entity references to books. That way you could have a status for the order a a whole as well as the separate books, but this is just an idea - you may not need it.
I have created a content type called "Event". For each event, I would like to be able to specify contacts (people in charge of organising).
Therefore I would like to add a field "Contact" to the Event type, where a widget would give access to the list of users. One could then pick one or several users.
This field would be displayed as a list of links to the profiles of those users.
I seem to remember there was a module providing that widget in Drupal 6, but I am now using Drupal 7, and haven't been able to find the necessary module!
Thanks!
(NB: I'm not using the Event module, but Date + Calendar.)
Here are two possible options you can check out:
Entity Reference module - can reference user entities
Provides a field type that can reference arbitrary entities
Relation module
Relation is an API module and storage model for both simple and the
most complex relations between entities. The module can handle both
directional and symmetrical relations very well.
I have the following scenario:
My website db has a system table called "Companies", which includes an id field, companyName field, and companyImageUrl field.
How do I set up an umbraco document type for adding entries to this table ?
Maybe I shouldn't use a custom table at all ?
Thanks.
As far as I know, Umbraco doesn't support what you want to do out of the box (mapping a document type to a table that isn't part of the umbraco core).
One approach that might work is to create an action handler that syncs a Company doc type to your table when creating a node of that type.
It's a bit of a hack though. I've found that I've very rarely needed to create custom tables. What exactly are you trying to do with it? My guess is that you don't really need it and would be better off working with a doc type instead. Umbraco provides a variety of ways to get and act upon doc types from within custom C# code (check out the umbraco.NodeFactory namespace). You'll also get the added benefit of being able to easily interact with these nodes from XSLT/Razor.
I've installed CRM 2011 to see if I can tailor it to our business. We do repairs, I want to be able to book in a contact (client) and then a case and have the clients number and address print on the case form. All I can find are fields relevant to the case and not client, any idea on how I can select them?
To get fields from the contact onto the case form you could -
Create redundant fields on the case form for the fields that you want to port over from the contact, and then edit the mappings of the relationship from Contact to Case to map those fields to the case.
Create a web application that loads contact data and then add it to an iframe on the case form. Make it so that the web application accepts the case id in the query string of the URL so that it can look up the related contact and load its details within the web app.
Add JScript (or HTML resource in 2011) to the case form to load the contact values on the fly. You will have to use SOAP XML (or REST endpoints in 2011) messages to pull the data from the CRM service and then can inject it into the CRM case form's DOM.
Option 1 is the quickest solution but will not be realtime (only comes over when the case is first created and must be related to the contact on creation. Option 1 also adds some database redundancy.
Option 2 is the most supported realtime solution, but also requires the most work.
Option 3 is easier than option 2, but any DOM injection will likely not be supported for future releases.
EDIT
To use the mapping option, go to Settings > Customization > "Customize the System". Expand the Case item in the left hand navigation. Then click on N:1 relationships and open the relationship "incident_customer_contacts". This relationship connects the contact to its cases.
On the relationship window click on "Mappings" in the left hand navigation. This controls what fields are mapped from the case when it is created.
Click new and select the contact field from the left that you want to map to the case on the right. Repeat this for each field that you want mapped. Note that the fields need to be the same types, and if they are option sets, they will have to have the same underlying integer values for each of their options.
Now when you create a new case from a contact (or set the contact during the create), the fields should map onto the case.
Seeing as how Craig mentioned he's using CRM 2011, I felt I'd clarify that for Option 3 of Cole's suggestion, you can also use SOAP Xml against the Organization Service, or just use the REST endpoint and both will be supported. So long as you utilize CRM's Xrm.Page object to display the data on the form and don't do any other DOM manipulation, you should be fully supported.
Another Option, "Option 2b" we'll call it would be to add fields to the form for the data you want to be loaded, then add a plugin registered to the Retrieve of the case entity that would populate those fields on the fly for you. No redundancy other than the fields on the form at that point.
I would personally recommend Option 2b if possible because there will not be any lag in loading the data onto the form, and it provides for minimal data redundancy, minimal service calls, and the least amount of additional customizations.
My option is a lot easy one. All we are doing is using Dialog to create cases and in the dialog fields you can get contact detail dynamically. At the end of the form when you create new case, use this dynamic values to submit in Case form.
We get times when customer tell us that the phone number is changed since last time and this method gives you option to change customer's details on the fly and submit both in Contact Entity and Case entity at the same time.
I am using two content types company and Employee . I am using node reference here(Company -> Employee). Within the Company form , the Employee node comes as a popup ,Employee form need to bring the display and functionality to the company form and should keep the node reference. .
Unfortunately, embedding one form in another is nearly impossible in Drupal. That is due to its form-handling and node-handling system.
If you want such relationships, you often need to write a simple, small module that maintains relationships in the database, offers forms to insert/update them and ways to extend nodes with your relational behaviour.
Best I could suggest is an iFrame holding the employee form - but still it's not very elegant.