[EBDB] How to create a role (record)?

[EBDB] How to create a role (record)?

[Pankaj Jangid]

How to create a new Role type of record? I could not find a command in
the help. And the one mentioned in ‘section 4.4.1 Role’ fields is not
working. This section specifies ‘F’. But this is bound to
‘ebdb-format-these-records’.

-- 
Regards ~Pankaj

Re: [EBDB] How to create a role (record)?

[Eric Abrahamsen]

Pankaj Jangid <pankaj@optimizory.com> writes:

> How to create a new Role type of record? I could not find a command in
> the help. And the one mentioned in ‘section 4.4.1 Role’ fields is not
> working. This section specifies ‘F’. But this is bound to
> ‘ebdb-format-these-records’.

Huh, something went wrong in the manual there. "Using the 'F'"? The
proper key is "R", to both create a new record, and give the record
under point a role in that new record.

A role is a field type, not a record type, so you can create a role as
normal by hitting "i" and then selecting "role" as the type. That
requires both records (person and organization) to already exist.

That reminds me, I've been meaning to add a hook so that, after a new
record is created, EBDB checks if its mail addresses matches any
organization domain, and offers to create a role field. I'll see if I
can add that today, and release a new version.

Hope that solves the problem for now, though! Thanks for the report.

Eric

Re: [EBDB] How to create a role (record)?

[Pankaj Jangid]

Eric Abrahamsen <eric@ericabrahamsen.net> writes:

> Pankaj Jangid <pankaj@optimizory.com> writes:
>
>> How to create a new Role type of record? I could not find a command in
>> the help. And the one mentioned in ‘section 4.4.1 Role’ fields is not
>> working. This section specifies ‘F’. But this is bound to
>> ‘ebdb-format-these-records’.
>
> Huh, something went wrong in the manual there. "Using the 'F'"? The
> proper key is "R", to both create a new record, and give the record
> under point a role in that new record.

Ok. I should have found that out.

> A role is a field type, not a record type, so you can create a role as
> normal by hitting "i" and then selecting "role" as the type. That
> requires both records (person and organization) to already exist.
>
> That reminds me, I've been meaning to add a hook so that, after a new
> record is created, EBDB checks if its mail addresses matches any
> organization domain, and offers to create a role field. I'll see if I
> can add that today, and release a new version.
>

I am happy with the a similar functionality that already
exists. i.e. when I assign a role, EBDB already checks if the main
email-ID matches with the organization’s domain and pulls the email-ID
to associate it with the user-role relationship. It works perfectly. But
I was stuck in a scenario where I wanted to assign a role which is not
already existing. i.e. I want to create a new Organization; either
on-the-fly (hit ‘i’ while on a record, select ‘role’, “assign or create
role”) or create a top level organization type record.

And I have completely forgot how I created the roles that are already in
my database. In this thread, I wanted to know only this. How to create
new organization records?

-- 
Regards ~Pankaj

Re: [EBDB] How to create a role (record)?

[Eric Abrahamsen]

Pankaj Jangid <pankaj@codeisgreat.org> writes:

> Eric Abrahamsen <eric@ericabrahamsen.net> writes:
>
>> Pankaj Jangid <pankaj@optimizory.com> writes:
>>
>>> How to create a new Role type of record? I could not find a command in
>>> the help. And the one mentioned in ‘section 4.4.1 Role’ fields is not
>>> working. This section specifies ‘F’. But this is bound to
>>> ‘ebdb-format-these-records’.
>>
>> Huh, something went wrong in the manual there. "Using the 'F'"? The
>> proper key is "R", to both create a new record, and give the record
>> under point a role in that new record.
>
> Ok. I should have found that out.
>
>> A role is a field type, not a record type, so you can create a role as
>> normal by hitting "i" and then selecting "role" as the type. That
>> requires both records (person and organization) to already exist.
>>
>> That reminds me, I've been meaning to add a hook so that, after a new
>> record is created, EBDB checks if its mail addresses matches any
>> organization domain, and offers to create a role field. I'll see if I
>> can add that today, and release a new version.
>>
>
> I am happy with the a similar functionality that already
> exists. i.e. when I assign a role, EBDB already checks if the main
> email-ID matches with the organization’s domain and pulls the email-ID
> to associate it with the user-role relationship. It works perfectly. But
> I was stuck in a scenario where I wanted to assign a role which is not
> already existing. i.e. I want to create a new Organization; either
> on-the-fly (hit ‘i’ while on a record, select ‘role’, “assign or create
> role”) or create a top level organization type record.

Yep, that's exactly what "R" is for. And if you use it on an
organization record, it will offer to create a person, instead.

> And I have completely forgot how I created the roles that are already in
> my database. In this thread, I wanted to know only this. How to create
> new organization records?

If you create new records with "C" rather than "c", you'll get more
options, including which record type to create.

Eric

Re: [EBDB] How to create a role (record)?

[Pankaj Jangid]

Eric Abrahamsen <eric@ericabrahamsen.net> writes:

>> I am happy with the a similar functionality that already
>> exists. i.e. when I assign a role, EBDB already checks if the main
>> email-ID matches with the organization’s domain and pulls the email-ID
>> to associate it with the user-role relationship. It works perfectly. But
>> I was stuck in a scenario where I wanted to assign a role which is not
>> already existing. i.e. I want to create a new Organization; either
>> on-the-fly (hit ‘i’ while on a record, select ‘role’, “assign or create
>> role”) or create a top level organization type record.
>
> Yep, that's exactly what "R" is for. And if you use it on an
> organization record, it will offer to create a person, instead.
>
>> And I have completely forgot how I created the roles that are already in
>> my database. In this thread, I wanted to know only this. How to create
>> new organization records?
>
> If you create new records with "C" rather than "c", you'll get more
> options, including which record type to create.


Thanks Eric.

Both the functionalities are working perfectly. That solves my query.

-- 
Regards ~Pankaj