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Contact Summary Layout based on relationship

CiviCRM Asked by pannga on August 30, 2021

There is an extension called “Contact Summary Editor” by colemanmw which enables users to see specific parts of contact based on the group the user belongs to. During editing you can enable which ACL group is able to see which Contact Summary Layout.

I am wondering if there is a way to overwrite this extension to be able to choose which relationship enables certain Contact Summary Layout. For example, if the user is the relationship with the “Contact A” and this relationship is called “Owner of”, then the user can see the most informations regarding “Contact A” and so on.

Have any one stumbled upon Contact views based on relationships?

2 Answers

You could try using the Permissioned Relationship extension to provide the control over contact A seeing Contact B but not Contact C. And then also add Contact A (and all similar contacts) in to a Group and use that Group and Contact Layout to control what they actually see on the Contacts Summary screen

Answered by petednz - fuzion on August 30, 2021

How about creating a Smart group for each relationship type or so and having the layout available to group of contact. If not using Apiwrapper hook you can alter the filters of 'ContactLayout' entity.

Answered by Pradeep Nayak on August 30, 2021

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