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eileen authored
Note working through this threw up some ambiguity about help_text vs help which I'll dig into as a follow up. I think there is further text on the page I need to review too about the settings form
eileen authoredNote working through this threw up some ambiguity about help_text vs help which I'll dig into as a follow up. I think there is further text on the page I need to review too about the settings form
- Setting Reference
- What is a Setting?
- Background
- Settings Definition
- Setting Storage and Retrieval
- API actions
- Smarty / Template Layer
- Multiple Domains
- Adding a new Setting to CiviCRM Core.
- Adding a new Setting to an admin form
- Creating a new setting in an Extension
- Legacy method Adding Setting Config to Admin Forms.
Setting Reference
What is a Setting?
Applications like CiviCRM often need to be 'configured' with small bits of persistent data, which may be different for each installation. Examples are:
- The url of the CiviCRM site.
- The path on the server where the CiviCRM code lives
- MySQL connection information
- The primary language of the install.
Sites can configure the settings through the UI or put in overrides
This page describes the CiviCRM standard tool for managing these configuration settings – the 'Settings' system. As a developer, you'll want to understand this system so you can access CiviCRM 'core' settings (e.g. if you're sending out a system email, you'll want to set an appropriate From name and address). You may also want to use this system for storing and retrieving your own settings for your extension. If you're a Drupal developer, this system is analogous to the Drupal variables table and tools.
Not all configuration-type values need to use this system - in particular, if you need to store persistent data that changes frequently and/or may grow indefinitely in size, this may not be the right tool. For example: if you want to have a custom set of allowable values for your extension, you'll want to use the 'Option Group' system. If you want to temporarily cache a value for the duration of a session, then the Cache system is the right tool. And if you're saving persistent data that may grow indefinitely over time, you'll want to look into creating and managing your own tables.
Background
In early versions of CiviCRM, all settings were stored either in the CRM_Core_Config
object or else globally in civicrm.settings.php. v4.x introduced a more open "Settings" system. This documentation covers the new way of managing settings.
The "Settings" system developed incrementally:
- v4.1 – Added
civicrm_setting
table,$civicrm_settings
global, andCRM_Core_BAO_Setting
class. Migrated some settings data fromcivicrm_domain
tocivicrm_setting
. - v4.2 – Added public Settings API. Included support for CRUD'ing data from multiple sources (
civicrm_domain
andcivicrm_setting
). Migrated more settings data fromcivicrm_domain
tocivicrm_setting
. - v4.3 to v4.6 – Incrementally migrate more settings data.
- v4.7 – Added
Civi::settings()
and refactored init system. Finished migrating data fromcivicrm_domain
tocivicrm_setting
. - v5.8 - Added Generic CiviCRM settings form.
Settings Definition
Settings are defined in the /settings directory, in files ending with .settings.php
Each file consists of a php snippet which returns an array. Array keys are strings corresponding with each setting's name. Values are an array of metadata properties for that setting. An example array is as follows:
'remote_profile_submissions' => array(
'group_name' => 'domain',
'name' => 'remote_profile_submissions',
'type' => 'Boolean',
'quick_form_type' => 'YesNo',
'default' => FALSE,
'html_type' => 'radio',
'add' => '4.7',
'title' => ts('Accept profile submissions from external sites'),
'is_domain' => 1,
'is_contact' => 0,
'description' => ts('If enabled, CiviCRM will permit submissions from external sites to profiles. This is disabled by default to limit abuse.'),
),
The Supported Properties for settings are:
property | Usage | Example Notes |
---|---|---|
name |
Name of this setting | This is the same as the array key. Required |
type |
Data type | String, Integer, Boolean (Array is discouraged as current uses of it do not have full handling and String + a serialize key addresses most uses) |
title |
Title (admin form) | note: use ts() or E::ts() for extensions |
description |
Description (admin form) | note: use ts() or E::ts() for extensions |
serialize |
define how an array of values are stored | ie CRM_Core_DAO::SERIALIZE_JSON is recommended. Other constants exist on the CRM_Core_DAO class |
default |
Default value | Value to use if setting is not set. |
add |
Version added to CiviCRM | |
html_type |
Html type (admin form) | This is the preferred way to describe the html type as it is not quick form specific. It will be used it present. Syntax is lower case. e.g 'select', 'radio', 'checkboxes', 'checkbox', 'text', 'textarea', 'entity_reference |
quick_form_type |
Widget type (admin form) | YesNo, CheckBox, CheckBoxes, Select, EntityRef. This is not required if html_type (preferred) is set |
settings_pages |
Admin Pages to render this setting on | e.g ['event' => ['weight' => 10]]. This works if the Generic form is used (see further down) |
pseudoconstant |
Provides information to build a list of available options | This is the perferred methodology for lists of options and currently supports either a callback - e.g ['callback' => 'CRM_Core_SelectValues::geoProvider'] or an option group name ['optionGroupName' => 'advanced_search_options' ]. It does not currently support the full range of values for this key that the DAO schema does, by ommission rather than design |
options |
provides an array of available options | This is not the preferred methodology but make make sense for very simple lists. |
entity_reference_options |
extra data to pass when adding an entity reference | e.g if the entity is not contact this make be needed as in ['entity' => 'group', 'select' => array('minimumInputLength' => 0)]
|
documentation_link |
Array of information to build the 'learn more' link | 'page' is required, if on the wiki 'resource' is also needed - e.g 'documentation_link' => ['page' => 'Multi Site Installation', 'resource' => 'wiki'], |
help_text |
Intended to populated. Popup Help (admin form) | note: use ts(), not working as intended as of 5.8 |
html_attributes |
size, style, class, etc. | |
validate_callback |
Function to call for checking when submitted (admin form) | e.g CRM_Utils_Rule::url
|
on_change |
Callback function when this setting is altered e.g when you enable a component or logging | |
is_domain |
Domain setting | see civicrm_setting table |
is_contact |
Contact setting | see civicrm_setting table |
Deprecated settings properties are :
property | Usage | Example Notes |
---|---|---|
config_only |
Super legacy support - only store in the $config object (Removed/unnecessary in v4.7+) |
And this |
config_key |
If the config key differs from the settings key (rarely used) (Removed/unnecessary in v4.7+) | used in conversions & for 'debug' where the config key name can't be used in the api |
legacy_key |
Used for conversions when upgrading and moving data from existing config array to being a setting (Removed/unnecessary in v4.7+) | This happens on upgrade and when civicrm_api3('system','flush') is called |
prefetch |
Legacy support - will store the setting in the $config object | We need to migrate away from this |
group |
none | This is redundant now |
group_name |
Name of group this setting belongs to. | This has been deprecated as of 4.7. Since 4.7, the two main options are domain or contact . The older names such as CiviCRM Preferences are treated as aliases for domain or contact . |
Setting Storage and Retrieval
To set a setting, developers can use either the Setting.Create API or use Civi::settings()->set()
to set the value e.g. Civi::settings()->set('editor_id', 'CKEditor');
. To Retrieve a setting value, developers can use the Setting.Get API or use Civi::settings()->get()
e.g. Civi::settings()->get('max_attachments');
API actions
The following api actions have been introduced into CiviCRM
civicrm_api3('setting', 'getfields', array());
civicrm_api3('setting', 'get', array());
-
civicrm_api3('setting', 'getvalue', array());
(see note) civicrm_api3('setting', 'create', array());
civicrm_api3('setting', 'getdefaults', array());
civicrm_api3('setting', 'revert', array());
civicrm_api3('setting', 'fill', array());
!!! note
'getvalue'
is not a pseudonym for get - it is intended for runtime whereas get is a heavier function intended for configuration
As with all CivicRM API you can access it through your standard CLI tools e.g.
drush civicrm-api setting.create debug_enabled =1 userFrameworkLogging=1
drush civicrm-api setting.revert filters.group=localization domain_id = 3
Smarty / Template Layer
crmAPI will interact with settings but a specific option exists. This will access settings stored in $config or settings
{crmSetting name="search_autocomplete_count" group="Search Preferences"}
(Group is still required here but .... fixing that)
Multiple Domains
The settings api supports the following values for domain_id
:
-
current_domain
(default) - integer
- array of integers
- all
It is desirable to make this api handling of domain id part of the api layer for all api that involve domains
Adding a new Setting to CiviCRM Core.
- Add metadata to the appropriate
.settings.php
file about the new setting - Add it to the appropriate setting page per below
- Your setting will not be active until you run flush all caches (e.g
cv flush
ordrush cvapi System.flush
)
!!! warning Do not use the "URL Preferences" group to store any setting that is not a url string.
Adding a new Setting to an admin form
The preferred way of doing this is by using the Generic form. To do this the xml that declares the path should be like this
<item>
<path>civicrm/admin/setting/preferences/event</path>
<title>CiviEvent Component Settings</title>
<page_callback>CRM_Admin_Form_Generic</page_callback>
</item>
The last parameter of the path is the designated form and it will pick up any settings with that parameter in their metadata - e.g to place an item on that page it should have the following in it's metadata.
`settings_pages` => ['event' => ['weight' => 10]]
- If you are adding to an existing form and that form is not yet using the generic form ( see below) attempt to convert it. Failing that you may have to follow the protocol already in place on that form - generally add it to the $_settings array. Usually you should try to at least progress the form conversion. See the legacy method at the bottom.
- If the template for that form is not set up to handle new items automatically, add the necessary markup, after attempting to progress the conversion first
Creating a new setting in an Extension
As with core settings, all settings declared in extensions should have appropriate metadata attached to them.
To avoid naming conflicts, it makes sense to prefix settings defined in an extension with the extension shortname. For example, a 'Rate limit' setting in a 'My Extension' should be named.my_extension_rate_limit
.
- Ensure that the settings folder is declared Multisite extension example.
- Declare settings as in the same standard as CiviCRM Core Multisite extension example.
- Create the admin page for the settings using xml similar to
<item>
<path>civicrm/admin/setting/myextension</path>
<title>Really important settings</title>
<page_callback>CRM_Admin_Form_Generic</page_callback>
</item>
- Add a menu item by implementing hook_civicrm_navigationMenu.
- Use
cv api system.flush
orAdmin → System Settings → Cleanup Caches
to flush CiviCRM caches and register your new settings metadata.
Legacy method Adding Setting Config to Admin Forms.
/**
* This class generates form components for Miscellaneous
*
*/
class CRM_Admin_Form_Setting_Miscellaneous extends CRM_Admin_Form_Setting {
protected $_settings = array(
'max_attachments' => CRM_Core_BAO_Setting::SYSTEM_PREFERENCES_NAME,
'contact_undelete' => CRM_Core_BAO_Setting::SYSTEM_PREFERENCES_NAME,
'versionAlert' => CRM_Core_BAO_Setting::SYSTEM_PREFERENCES_NAME,
'versionCheck' => CRM_Core_BAO_Setting::SYSTEM_PREFERENCES_NAME,
'empoweredBy' => CRM_Core_BAO_Setting::SYSTEM_PREFERENCES_NAME,
'maxFileSize' => CRM_Core_BAO_Setting::SYSTEM_PREFERENCES_NAME,
'doNotAttachPDFReceipt' => CRM_Core_BAO_Setting::SYSTEM_PREFERENCES_NAME,
'secondDegRelPermissions' => CRM_Core_BAO_Setting::SYSTEM_PREFERENCES_NAME,
'checksumTimeout' => CRM_Core_BAO_Setting::SYSTEM_PREFERENCES_NAME,
);
}