How to use advanced search to search contacts created by logged in user

Question

Basically what I need to do is search for contacts created by the current logged in user. I have tried the change log tab but that does not work for me because then it would be contacts created by user x which is not what I want. I don't know if this is possible. Please help.

I need to create a smart group with this search criteria. My end goal is to use this smart group to give access to all users to view/edit the contacts they themselves created,

Answer 1

I don't think this is currently possible with the existing functionality. But you can attain this by custom fields with little customization using extension. What needs to be done is -

• Create a contact custom set from Administer -> Customise Data & Screens -> Custom Fields.
• Add a single field. Eg. Created By. Make it searchable (Select Is this Field Searchable? to Yes ).
• Create a simple extension using civix.
• Write post hook and save a value for this field in DB
• Go to Advance Search and search it by using this field.

Answer 2

I solved this the following was I first installed the below extensions on civicrm

1. Entity Settings Helper Extension
2. Related Permissions Module

Then I created a relationship

1. GOTO /civicrm/admin/reltype?reset=1
2. Click on Add Relationship Type and add the relationship. Make sure you check the Always Permission A to B check box

The next step is to create a Drupal module that will add the above created relationship to the new contact and the creator of the contact. We need to just use on hook to get this done. The code has the relationship ID hard coded but it works :)

/** * Implements hook_civicrm_post */ function crc_civicrm_creator_relate_civicrm_post($op, $objectName, $objectId, &$objectRef) { if (!civicrm_initialize()) { return; }

if ($objectName == "Individual" && $op == 'create') { global $user; $userObj = user_load($user->uid); // Get the email of the current logged in user $emailObj = civicrm_api3('Email', 'get', [ 'sequential' => 1, 'email' => $userObj->mail, ]); //Create a relationship between the current user and the created // individual contact $result = civicrm_api3('Relationship ', 'create', [ 'sequential' => 1, 'contact_id_a' => $emailObj['values'][0]['contact_id'], 'contact_id_b' => $objectId, 'relationship_type_id' => 11, ]); } }

THATS IT. Now enable the module and create your contacts and you will also be able to search view and edit them.