Some custom groups are required by CiviHR and should not be editable.
The following custom groups do not appear on the civicrm/admin/custom/group page:
- Extended demographics
- Probation
- Activity custom fields
- Contact length of service
- Application
- Vacancy
- Evauation field
- Emergency contact
- Inline custom field data
The configure menu will be reorganized, adding some convenience links and limiting others links by permissions.
The 'Configure' menu should only be accessible by users with administrator, civihr_admin and civihr_admin_local roles.
See the google sheet for details on the menu structure and role permissions.
There will be a new permission called Access Advanced Configuration Options and it will be visible under the permissions tab in /admin/people. The administrator will be the only role to have this permission.
Certain options should be hidden on the localization settings page, depending on role.
The localization page should only be accessible by users with administrator, civihr_admin and civihr_admin_local roles.
The administrator will see the following options:
- Default Language
- Inherit CMS Language
- Default Language for contacts
- Default Currency
- Thousands Separator
- Decimal Delimiter
- Available Currencies
- Monetary Amount Display
- Monetary Value Display
- Custom Translate Function
- Legacy Encoding
- Import / Export Field Separator
- Default Country
- Default State/Province
- Available Countries
- Available States and Provinces (by Country)
civihr_admin and civhr_admin_local will see the following options:
- Default Currency
- Available Currencies
- Default Country
- Default State/Province
- Available Countries
- Available States and Provinces (by Country)
The "CiviHR Website" link should only be visible to the administrator.
The administrator can see the "CiviHR Website" link in the help menu. All other roles cannot.
CiviCRM already provides a gear icon to edit option values when an option group is displayed, but in some cases it is missing. This should be extended to always show the gear icon when an editable option group is displayed.
Editable option groups will be presented with a gear icon whenever they are displayed.
Non editable option groups will not show this icon.
See the sheet "List of Configurable Fields that need a Tool Icon" for a list of places to check where a gear icon should appear.
Some option groups should not be editable.
The following option groups should not be editable. That means they do not appear in /civicrm/admin/options and no gear icon is displayed next to them.
- Phone Types
- Pay Unit
There are 3 screens/routes from which you can edit dropdown options:
- From option groups i.e. http://civi47.local/civicrm/admin/options?gid=95&reset=1
- From tool icon ie. http://civi47.local/civicrm/admin/options/custom_marital_status?reset=1
- From edit custom fields i.e http://civi47.local/civicrm/admin/custom/group/field/option?reset=1&action=browse&gid=1&fid=2
When "is_locked" = 1 only the first method stops you making changes to the multiple choice options.
We should modify the functionality so that:
- The tool icon is not shown for option groups where is_locked = 1
- All methods above stop user from making changes when is_locked = 1
'Work Pattern Change Reasons' currently uses a shared option group with contract change reason. Both of them use the option group hrjc_revision_change_reason. 'Work Pattern Change Reasons' should use a separate option group.
'Work Pattern Change Reasons' uses a different option group to 'Job Contract Change Reason'. Changes to one do not impact the other.
After making this change existing work patterns with change reasons are not affected and keep their old change reason.