Answers.Body: <p>If you are using Drupal then I would consider building Views and Webforms to give you the flexibility you need without sending users deeply in to civicrm itself. If that sounds useful then get in touch for a more fleshed out explanation.</p>
  
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2018-05-24T12:23:08.843Z
Answers.Text: Thank you Pete ; but the feature that I want is "multiple update", which can't be done with Views, nor with webforms (as far as I know) : for instance, I cannot update membership custom data (I have to re-register a complete membership) nor record a payment by check (check data are not available in webform).
Answers.UserDisplayName: Jacques-Marie Moranne
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2018-05-24T20:22:19.650Z
Answers.Text: Do you mean Batches? Maybe a translation issue? Contributions offers Batch Data Entry and Accounting Batches.
Answers.UserDisplayName: petednz - fuzion
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2018-05-25T07:09:22.690Z
Answers.Text: May-be Batches would be an alternative for Contributions (I did not test), but not for Memberships, Participations or Activities.I have just edited may Post to give an example.
Answers.UserDisplayName: Jacques-Marie Moranne
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2018-05-25T08:43:11.213Z
Answers.Text: You can do multiple updates with Views using VBO - https://www.drupal.org/project/views_bulk_operations and you can write your own actions if the default ones are not sufficient.  It is not the same as Civi's bulk edit but can be useful.
Answers.UserDisplayName: Aidan
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2018-05-25T10:34:23.240Z
Answers.Text: Hi Aiden, I have Views Bulk Operation installed, but I never could have it working (on Civi, I mean) ; and the README.txt help file is very short. I would love to use it if I could : it would be a very good alternative solution. Could you just show me an example ? How can I write my own actions (I am not a programmer) ?
Answers.UserDisplayName: Jacques-Marie Moranne
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2018-05-24T10:34:50.757Z
Answers.LastActivityDate: 2018-05-24T10:34:50.757Z
Answers.UserDisplayName: petednz - fuzion
Answers.Body: <p>If you need permission based access so A can access other contacts related to B then the <a href="https://www.fuzion.co.nz/relationship-permissions-acls" rel="nofollow noreferrer">Permissioned Relationships</a> module by Fuzion might be worth looking at</p>
  
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2018-05-25T07:07:25.563Z
Answers.Text: Hi Pete, I don't want to Search for Contacts (I know how to do that), but for Contributions, Memberships, Participations, Activities ; search criteria are OK, but the Search UI is too dangerous and uneasy to be given to simple Organization Admins. This is why I would like to be able to predefine such Searches.
Answers.UserDisplayName: Jacques-Marie Moranne
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2018-05-25T21:46:44.870Z
Answers.Text: I am still not clear if you are trying to control Organisation Administrators so they can only access 'their' contacts or not. If you are already doing this can you clarify what method you are using
Answers.UserDisplayName: petednz - fuzion
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2018-05-26T07:39:42.457Z
Answers.Text: Hi Pete, my implement process is as follows : nobody except me can access the standard CiviCRM Menu. For each Organization or Event, I develop 2 pages : one public where authenticated Users can register to Organizations (as members) or Events (as Participants) or can Contribute, and can pay on line or by cheque. The other is reserved to the Organization Administrator(s), where they can (1) register non authenticated users, (2) List/sort their Members and/or Participants, (3) Communicate (Mails or mailings, SMSs, Label print) with them, divided into Smart Groups. I would like them to be able...
Answers.UserDisplayName: Jacques-Marie Moranne
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2018-05-26T07:49:06.713Z
Answers.Text: ... to record payment made by check or cash. Each Administrator can only access his own admin Page, and has restricted standard permissions to prevent him from doing anything on his Groups (only Mails and Mailings, SMS, Print Label). Registrations and on line payments are made via Webforms ; Lists via Views.
Answers.UserDisplayName: Jacques-Marie Moranne
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2018-05-26T23:53:46.183Z
Answers.Text: Not sure how if I can help without properly scoping this for a custom extension to deliver exactly what you are describing. Get in touch with us or pick others from the Partners list, which is perhaps the answer to the OP "What is the best way to have this ability developped?"
Answers.UserDisplayName: petednz - fuzion
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2018-05-27T12:49:43.637Z
Answers.Text: An alternative could be Tokens in the  Find ... features, such as Contribution Page id, or Membership Type Id, or ... depending upon which Find command.
Answers.UserDisplayName: Jacques-Marie Moranne
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2018-05-24T20:23:51.563Z
Answers.LastActivityDate: 2018-05-24T20:23:51.563Z
Answers.UserDisplayName: petednz - fuzion
Answers.Body: <p>There are different ways to accomplish this. The first way is setup ACL's. ACL are used to define what a user (in your case Administrator) may see. That way you can allow them to only see a certain group of contacts.</p>
  
  <p>When you are using ACL's the search and reporting works as expected and will only show the contacts the user is allowed to see. You can then still use the batch and profile editting options. </p>
  
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2018-05-24T12:30:10.960Z
Answers.Text: Thank you Jaap for your suggestion. I am not familiar with ACL : I will explore this possibility, ... and come back to you.
Answers.UserDisplayName: Jacques-Marie Moranne
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2018-05-25T07:14:44.390Z
Answers.Text: I have had a look to ACLs : as far as I understand, ACLs can restrict actions to a Group (of Contacts) ; but my concern is about Contributions, Memberships, Participations, Activities, ... to update them. Could I, for instance restrict actions to Contributions of a given Contribution Page ? I have just edited my Post to give an example.
Answers.UserDisplayName: Jacques-Marie Moranne
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2018-05-25T07:42:49.053Z
Answers.Text: I dont know whether ACL on contribution pages is possible. I do think ACL on financial types are possible but I have never used it.
Answers.UserDisplayName: Jaap Jansma - CiviCooP
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2018-05-24T09:39:51.913Z
Answers.LastActivityDate: 2018-05-24T09:39:51.913Z
Answers.UserDisplayName: Jaap Jansma - CiviCooP
Body: <p>I have a lot of Organisations, each having their own Administrator(s) who manage their own memberships, events, contributions, activities, ... (that I predefine for them)</p>
  
  <p>I would like those Administrators to be able to make "Multiple Updates" to those (e.g. payments by checks) ; but I don't want them, for security reasons, to use the standard Search features to do that.</p>
  
  <p>As far as I know (am I wrong ?), there is currently no possibility to predefine and store Searches, except for Contacts, via Smart Groups.</p>
  
  <p>My idea would be : since we have the same search possibilities for members, participants, contributions, activities, ..., as for Contacts, it should not be too costly to develop the ability to extend the Smart Group features (including Multiple Update) to those.</p>
  
  <p>What is the best way to have this ability developped (I am not personally a programmer) ?</p>
  
  <hr>
  
  <p><strong>Edited May 25 to give an example :</strong></p>
  
  <p>I have defined an Event with an associated Contribution Page.</p>
  
  <p>People register on line (Webform) and pay either on line or by check.</p>
  
  <p>When I receive the checks, I want to record them to manage the Event balance :</p>
  
  <ul>
  <li>I Search for Contributions, based on the Contribution Page + Pending Status :</li>
  <li>In the contacts List, I then select those who have sent their check and I select Action > Update multiple Contributions :</li>
  </ul>
  
  <p><a href="https://i.sstatic.net/orLsj.png" rel="nofollow noreferrer"><img src="https://i.sstatic.net/orLsj.png" alt="enter image description here"></a></p>
  
  <ul>
  <li>Then I select a Contribution Profile which contains Total Amount, Payment mode (check or cash), check #, status :</li>
  </ul>
  
  <p><a href="https://i.sstatic.net/nE6dK.png" rel="nofollow noreferrer"><img src="https://i.sstatic.net/nE6dK.png" alt="enter image description here"></a></p>
  
  <ul>
  <li>I can then record all the checks that I have received</li>
  </ul>
  
  <p>I would use the same process to update memberships custom fields (Search for memberships + Membership Profile, instead of Contribution) or for Event or Activities.</p>
  
  <p>I can make those Searches because I am the general Administrator, but I don't want my organizations Administrators to have this permission : too dangerous and uneasy : this is why I ask for this Search storage (in the form of Groups), that I could predefine for them.</p>
  
Comments.ContentLicense: CC BY-SA 4.0
Comments.CreationDate: 2018-05-25T21:45:32.033Z
Comments.Text: are you saying you want to limit the user so they can't access the other Actions from the Search?
Comments.UserDisplayName: petednz - fuzion
Comments.ContentLicense: CC BY-SA 4.0
Comments.CreationDate: 2018-05-26T08:49:24.163Z
Comments.Text: No, I don't want them to use the "Find Members, Participants, Contributions, ..." Menus ; I want to give them only the current result (just like Smart Groups which, in fact are predefined Searches).
Comments.UserDisplayName: Jacques-Marie Moranne
Comments.ContentLicense: CC BY-SA 4.0
Comments.CreationDate: 2018-05-26T23:50:47.627Z
Comments.Text: ok. but to then offer them all the options under Actions, or just some, or none?
Comments.UserDisplayName: petednz - fuzion
Comments.ContentLicense: CC BY-SA 4.0
Comments.CreationDate: 2018-05-27T06:53:16.393Z
Comments.Text: Just some, that I specify in the standard permissions : send mails or mailings, send SMSs (special which should be added in next update), print labels : that's all.
Comments.UserDisplayName: Jacques-Marie Moranne
Comments.ContentLicense: CC BY-SA 4.0
Comments.CreationDate: 2018-05-27T07:39:22.993Z
Comments.Text: ... I would probably restrict pertaining permissions as well for Participations, Contributions, Memberships, ...
Comments.UserDisplayName: Jacques-Marie Moranne
Comments.ContentLicense: CC BY-SA 4.0
Comments.CreationDate: 2018-05-27T12:45:35.813Z
Comments.Text: ... Actually, only multiple update
Comments.UserDisplayName: Jacques-Marie Moranne
Tags: <civievent><civimember><contributions><activities><smartgroups>
Title: Smart Group Features Extension to Memberships, Events, Contributions, Activities,
ThreadText: # Smart Group Features Extension to Memberships, Events, Contributions, Activities,
  
  (Asked by: username_0 on 2018-05-24)
  
  I have a lot of Organisations, each having their own Administrator(s) who manage their own memberships, events, contributions, activities, ... (that I predefine for them)
  
  I would like those Administrators to be able to make "Multiple Updates" to those (e.g. payments by checks) ; but I don't want them, for security reasons, to use the standard Search features to do that.
  
  As far as I know (am I wrong ?), there is currently no possibility to predefine and store Searches, except for Contacts, via Smart Groups.
  
  My idea would be : since we have the same search possibilities for members, participants, contributions, activities, ..., as for Contacts, it should not be too costly to develop the ability to extend the Smart Group features (including Multiple Update) to those.
  
  What is the best way to have this ability developped (I am not personally a programmer) ?
  
  ---
  
  **Edited May 25 to give an example :**
  
  I have defined an Event with an associated Contribution Page.
  
  People register on line (Webform) and pay either on line or by check.
  
  When I receive the checks, I want to record them to manage the Event balance :
  
  * I Search for Contributions, based on the Contribution Page + Pending Status :
  * In the contacts List, I then select those who have sent their check and I select Action > Update multiple Contributions :
  
  [![enter image description here](https://i.sstatic.net/orLsj.png)](https://i.sstatic.net/orLsj.png)
  
  * Then I select a Contribution Profile which contains Total Amount, Payment mode (check or cash), check #, status :
  
  [![enter image description here](https://i.sstatic.net/nE6dK.png)](https://i.sstatic.net/nE6dK.png)
  
  * I can then record all the checks that I have received
  
  I would use the same process to update memberships custom fields (Search for memberships + Membership Profile, instead of Contribution) or for Event or Activities.
  
  I can make those Searches because I am the general Administrator, but I don't want my organizations Administrators to have this permission : too dangerous and uneasy : this is why I ask for this Search storage (in the form of Groups), that I could predefine for them.
  
  **Tags:** civievent, civimember, contributions, activities, smartgroups
  
  > **Comments:**
  > **username_1**: are you saying you want to limit the user so they can't access the other Actions from the Search?  
  > **username_0**: No, I don't want them to use the "Find Members, Participants, Contributions, ..." Menus ; I want to give them only the current result (just like Smart Groups which, in fact are predefined Searches).  
  > **username_1**: ok. but to then offer them all the options under Actions, or just some, or none?  
  > **username_0**: Just some, that I specify in the standard permissions : send mails or mailings, send SMSs (special which should be added in next update), print labels : that's all.  
  > **username_0**: ... I would probably restrict pertaining permissions as well for Participations, Contributions, Memberships, ...  
  > **username_0**: ... Actually, only multiple update  
  
  ---
  
  ## 3 answers
  
  ### Answer by username_1 on 2018-05-24. Score: 1
  
  If you are using Drupal then I would consider building Views and Webforms to give you the flexibility you need without sending users deeply in to civicrm itself. If that sounds useful then get in touch for a more fleshed out explanation.
  
  > **Comments:**
  > **username_0**: Thank you Pete ; but the feature that I want is "multiple update", which can't be done with Views, nor with webforms (as far as I know) : for instance, I cannot update membership custom data (I have to re-register a complete membership) nor record a payment by check (check data are not available in webform).  
  > **username_1**: Do you mean Batches? Maybe a translation issue? Contributions offers Batch Data Entry and Accounting Batches.  
  > **username_0**: May-be Batches would be an alternative for Contributions (I did not test), but not for Memberships, Participations or Activities.I have just edited may Post to give an example.  
  > **username_2**: You can do multiple updates with Views using VBO - https://www.drupal.org/project/views_bulk_operations and you can write your own actions if the default ones are not sufficient.  It is not the same as Civi's bulk edit but can be useful.  
  > **username_0**: Hi Aiden, I have Views Bulk Operation installed, but I never could have it working (on Civi, I mean) ; and the README.txt help file is very short. I would love to use it if I could : it would be a very good alternative solution. Could you just show me an example ? How can I write my own actions (I am not a programmer) ?  
  
  ---
  
  ### Answer by username_1 on 2018-05-24. Score: 0
  
  If you need permission based access so A can access other contacts related to B then the [Permissioned Relationships](https://www.username_1.co.nz/relationship-permissions-acls) module by username_1 might be worth looking at
  
  > **Comments:**
  > **username_0**: Hi Pete, I don't want to Search for Contacts (I know how to do that), but for Contributions, Memberships, Participations, Activities ; search criteria are OK, but the Search UI is too dangerous and uneasy to be given to simple Organization Admins. This is why I would like to be able to predefine such Searches.  
  > **username_1**: I am still not clear if you are trying to control Organisation Administrators so they can only access 'their' contacts or not. If you are already doing this can you clarify what method you are using  
  > **username_0**: Hi Pete, my implement process is as follows : nobody except me can access the standard CiviCRM Menu. For each Organization or Event, I develop 2 pages : one public where authenticated Users can register to Organizations (as members) or Events (as Participants) or can Contribute, and can pay on line or by cheque. The other is reserved to the Organization Administrator(s), where they can (1) register non authenticated users, (2) List/sort their Members and/or Participants, (3) Communicate (Mails or mailings, SMSs, Label print) with them, divided into Smart Groups. I would like them to be able...  
  > **username_0**: ... to record payment made by check or cash. Each Administrator can only access his own admin Page, and has restricted standard permissions to prevent him from doing anything on his Groups (only Mails and Mailings, SMS, Print Label). Registrations and on line payments are made via Webforms ; Lists via Views.  
  > **username_1**: Not sure how if I can help without properly scoping this for a custom extension to deliver exactly what you are describing. Get in touch with us or pick others from the Partners list, which is perhaps the answer to the OP "What is the best way to have this ability developped?"  
  > **username_0**: An alternative could be Tokens in the  Find ... features, such as Contribution Page id, or Membership Type Id, or ... depending upon which Find command.  
  
  ---
  
  ### Answer by username_3 on 2018-05-24. Score: 0
  
  There are different ways to accomplish this. The first way is setup ACL's. ACL are used to define what a user (in your case Administrator) may see. That way you can allow them to only see a certain group of contacts.
  
  When you are using ACL's the search and reporting works as expected and will only show the contacts the user is allowed to see. You can then still use the batch and profile editting options.
  
  > **Comments:**
  > **username_0**: Thank you username_3 for your suggestion. I am not familiar with ACL : I will explore this possibility, ... and come back to you.  
  > **username_0**: I have had a look to ACLs : as far as I understand, ACLs can restrict actions to a Group (of Contacts) ; but my concern is about Contributions, Memberships, Participations, Activities, ... to update them. Could I, for instance restrict actions to Contributions of a given Contribution Page ? I have just edited my Post to give an example.  
  > **username_3**: I dont know whether ACL on contribution pages is possible. I do think ACL on financial types are possible but I have never used it.  
  
  ---
  
  