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  • CiviCRM CoreCiviCRM Core
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  • #4118

SearchKit: Decide on available actions per display (funded)

Overview

Sometimes it would be very helpful to be able to decide in a SearchKit display which actions can be used. One example: Your Case Mangers need a SearchKit on contacts having a role in a case to do some bulk actions. For obvious reasons you don't want them to be able to delete contacts here but in general you do want them to have the permission to delete contacts. Another Example from StackExchange where this has already been discussed: "I may want contacts to merge records but not delete records en masse on a search display. Other actions don't have a specific permission tied to them that have no other way of being controlled."

Current behaviour

All actions corresponding to the user's permission level are available in the dropdown.

Proposed behaviour

For each display you can configure in the UI which actions are available.

Comments

Any thoughts are welcome. We could fund up to 5hrs on this.

Edited Feb 07, 2023 by Andreas
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