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[SOLVED] need auto actions to assign profile type to an acl group....

11 years 6 months ago - 11 years 6 months ago #224661 by michaelgreen252
hello, while knowing you do not support third party softwares like profile pro by joomduck as i read in some of your support forums... their forum links to your product which is said to be able to achieve a needed action such as assinging a profile type to an acl group.. so i purchased yours...

if you can assist with instruction on how to accomplish changing acl based on my cb profile type field it would be helpful..

so i am trying to create a new autoaction...i click on new...

theres a [type] dropdown field..where there are a lot of options such as (query code, connection.field),.im assuming that its the field option but correct me if you dont mind if im wrong.

any idea which trigger i should use....

then theres a conditional box on the left....then a select operator dropdown field..then a conditional field on the right...

on the next line theres a field action area...which first displays a list of fields...of which i see [ profile type ] as one...and directly below this option is an operator field.(set field = value ) .which displays a list of operators...ex..prefix, suffix, add, subtract, multiply..

and below this option i see a blank value text box which instructs...(Optionally input substitution supported field value (e.g. [user_id]))

and below that i see a empty text field which says exclude...and instructs (Optionally input comma seperated list of user ids to be excluded from auto action (e.g. 62,39,21,8))..

im not sure how to achieve this...would you mind helping me out if you have any idea
..thanks..
also...as im semi new and can usually figure things out with some documentation and forum searching i couldnt really find any basic instructions or examples on how to achieve common functions on the forums and in the documentation..if you have any additional documentations or links to forum posts or articles on auto actions it would be very helpful...thanks in advance for the help if any.

update..after reading some more forum content i believe that i can achieve this with my cb subs subscription which i am also learning as i bought autoactions and cb subs at same time...if it would be better

from what it looks like at this point..i oculd maybe go to cbsubs subscription plugin > integrations > cbfield > add my field title/ leave set field = value (in operators location)/ in the value area i can type the profile type name...if this is the correct idea then should i put the actual profile title in the value field or the alias?/ and then add the profile type title in the after deactivation field...

if so or if not..can you please tell me the best way to achieve my goal with the softwares that i purchased with you guys..thanks
Last edit: 11 years 6 months ago by krileon.

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11 years 6 months ago - 11 years 6 months ago #224713 by krileon
To set a field based off ACL you'll want to create a new Field action then set the triggers to after profile update and after registration (they're in the dropdown under Frontend; note you need to add the Backend triggers as well if you want it to work for backend user create/edit). Now set Access to the usergroup this action is supposed to be specific to. Next select the field you wan to change and set its operator to Set then simply supply the value you want to change the field to. If it's a dropdown field then edit it within CB > Field Management to see its available values. This basically works exactly the same in CBSubs Fields except skipping all the access and triggers usage. Example CB Auto Actions as follows.

Type: Field
Triggers: onAfterUserRegistration,onAfterUserUpdate,onAfterNewUser,onAfterUpdateUser
Access: Subscriber (can be whatever usergroups you have)
Field: User Type
Operator: Set
Value: Subscriber (needs to be a valid value of your User Type field)


Kyle (Krileon)
Community Builder Team Member
Before posting on forums: Read FAQ thoroughly + Read our Documentation + Search the forums
CB links: Documentation - Localization - CB Quickstart - CB Paid Subscriptions - Add-Ons - Forge
--
If you are a Professional, Developer, or CB Paid Subscriptions subscriber and have a support issue please always post in your respective support forums for best results!
--
If I've missed your support post with a delay of 3 days or greater and are a Professional, Developer, or CBSubs subscriber please send me a private message with your thread and will reply when possible!
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Please note I am available Monday - Friday from 8:00 AM CST to 4:00 PM CST. I am away on weekends (Saturday and Sunday) and if I've missed your post on or before a weekend after business hours please wait for the next following business day (Monday) and will get to your issue as soon as possible, thank you.
--
My role here is to provide guidance and assistance. I cannot provide custom code for each custom requirement. Please do not inquire me about custom development.
Last edit: 11 years 6 months ago by krileon.

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11 years 6 months ago #224759 by michaelgreen252
Thanks for responding..my apologies, but im not an expert coder but i usually can figure some things out on my own if theres sufficient documentation on the subject or forum content available. unfortunately i was not able to successfully use your last informational post becuase when i used it as a basic walk through within cb autoactions there were more steps displayed than you had instructed to follow.

heres were your steps:
Type: Field
Triggers: onAfterUserRegistration,onAfterUserUpdate,onAfterNewUser,onAfterUpdateUser
Access: Subscriber (can be whatever usergroups you have)
Field: User Type
Operator: Set
Value: Subscriber (needs to be a valid value of your User Type field)

and these are the steps that i see:

New > Select type > [field]
Published > Yes
Title > random optional title
Description > random optional desc.
Type > [field]
Triggers > (i see several categories..ex..[frontend/backend/frontend & backend/ groupjive/paid subsc/ activity) --- (i chose [frontend- onafteruserupdate])
User > automatic
custom acl > all registered users
conditional > there are 3 fields here...blank left box, middle dropdown and blank right box..I see many options (equal to, not equal to, regex) not sure which one to pick.. so i chose equal to as an example but please correct me..
Field action > i chose [profile type]
Operator > i see, [set/prefix/suffix ect..] i left on set..please correct
value > empty field. [can i place the profile type that i want to become available here and hidden from everyone else?
exclude > not sure?

can you instruct me as to what exactly to put in these options as this i my first time around and i cant locate this info anywhere..thanks for your patience

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11 years 6 months ago - 11 years 6 months ago #224761 by krileon
Please see my above post. My example was quite literally for changing a field value based off a users usergroup. All you need to change is "Access" (the usergroup you want the field value change to apply to), "Field" (the field you want to change), and "Value" (the value to change the field to) to be relevant to your actual field. All other values should be left at their defaults except Published of course.


Kyle (Krileon)
Community Builder Team Member
Before posting on forums: Read FAQ thoroughly + Read our Documentation + Search the forums
CB links: Documentation - Localization - CB Quickstart - CB Paid Subscriptions - Add-Ons - Forge
--
If you are a Professional, Developer, or CB Paid Subscriptions subscriber and have a support issue please always post in your respective support forums for best results!
--
If I've missed your support post with a delay of 3 days or greater and are a Professional, Developer, or CBSubs subscriber please send me a private message with your thread and will reply when possible!
--
Please note I am available Monday - Friday from 8:00 AM CST to 4:00 PM CST. I am away on weekends (Saturday and Sunday) and if I've missed your post on or before a weekend after business hours please wait for the next following business day (Monday) and will get to your issue as soon as possible, thank you.
--
My role here is to provide guidance and assistance. I cannot provide custom code for each custom requirement. Please do not inquire me about custom development.
Last edit: 11 years 6 months ago by krileon.

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11 years 6 months ago #224768 by michaelgreen252
Thanks for the fast responses..ill give that a shot and get in touch if i r run into any more confusion...im sure ill be in touch since i have purchased several more of your plugins that i may or may not need guidance with..thanks again..

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11 years 6 months ago - 11 years 6 months ago #224862 by michaelgreen252
Thanks for your help really....I think im getting a better understanding on how to use some of your plugins...i would like to tell you more specifically what i am trying to achieve with your softwares...also i recently purchased cb subs and a professional package so if there is any other tools that i should use please me know...thanks..

Heres my situation..
I have a profile pro component that i use to create different profile types and will allow me to create different profile types and this will display different fields and tabs on each depending on which one the user chooses..

The profile pro software is limited as it cannot control which user groups will be able to see which profile types..it will only allow for a tab or field to display a dropdown list of all of the profile types...so your software was recommended to control this feature..and im seeing how to do some additional things which are helpful..

I can locate my profile type field within cbsubs and auto actions but i cannot locate its variables...
I would like to limit which users groups can see which profile types ...so that when they reach their profile edit page and click the profile type dropdown list..it will only display the profile types that they can view based on their acl..

can you please tell me how to achieve this based on my selections below...and correct is i still misunderstand..thanks

Type: Field
Triggers: onAfterUserUpdate
Access: registered
Field: profile type
Operator: Set
Value: affiliate
#1 to fully understand...this process will force the affiliate profile type as the value for profile type after the user updates the profile?
#2 I need an acl group to see several profile type values....does this mean that i have to create an auto action for every profile type value that i want to assign to a user group if thats how i would achieve this or is there a way to choose all of the profile type values that i want available to an acl group?
#3 im assuming that the trigger [on after update] will force the profile type value but is there a to control my profile type values visibility so that user will only see the available profile type values based on their acl when the profile edit page is opened?

as further example...here are my profile types

affiliate
customer
vendor
marketing
writers

so i would like my retail acl group to be able to only see my vendors/affiliates profile types within my profile type field dropdown list
and my info acl group to only be able to see my writers/maketing/affiliate profile types
is this possible and am i using the correct set of tools?


Sorry for asking you in ten different ways..hopefully my specific scenario will allow you to help me a little more...thanks again
Last edit: 11 years 6 months ago by michaelgreen252.

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