Timeline for How do I create a supervisor/subordinate relationship between Contacts?
Current License: CC BY-SA 4.0
13 events
| when toggle format | what | by | license | comment | |
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| Aug 4, 2023 at 19:23 | comment | added | ArloGueswith | Thanks. I didn't think of that. | |
| Aug 4, 2023 at 19:07 | comment | added | Lars SG | You'll just want to make inactive or delete the current relationship and create a new one. | |
| Aug 4, 2023 at 18:43 | comment | added | ArloGueswith | Thank you. I have created some directional relationships. I can't figure out how to edit the Contact when there is a re-organization: Jane used to supervise John and now she supervises Bill. When I view Jane's Contact Record and click on Relationships, the pop-up screen shows John's name but there's no way to replace his name with Bill's. | |
| Jul 31, 2023 at 20:25 | comment | added | Lars SG | Is the docs on Creating New Relationship Types what you're looking for or is something missing in there? docs.civicrm.org/user/en/latest/organising-your-data/… | |
| Jul 31, 2023 at 20:01 | comment | added | ArloGueswith | So, all relationships are bi-directional; some of them are directional and others are non-directional. I'd like to find a primer (beyond the CiviCRM User Guide) on creating relationships in CiviCRM. Does such a think exist? Or is it time to turn to a professional? | |
| Jul 27, 2023 at 1:51 | comment | added | Coleman | In other words, some relationship types have a direction (A -> B), and others do not (A <-> A) - the only difference between directional and non-directional relationship types is whether you give the same name to both sides. | |
| Jul 27, 2023 at 0:21 | comment | added | Lars SG | Have a look at Child of / Parent of as an example, that's the same as Supervisor of / Subordinate of that you would create. When you create a relationship between two contacts, it is always bi-directional, Bob is the parent of Jill, Jill is the child of Bob, Mark is the supervisor of John, John is the subordinate of Mark (siblings is the same, Tom is the sibling of Julie, Julie is the sibling of Tom). | |
| Jul 26, 2023 at 23:55 | comment | added | ArloGueswith | I'm a little fuzzy on this. Isn't the particular case that I'm working on (supervisors with subordinates) different than the example of siblings given in the CiviCRM User Guide? I want to identify that John reports to Jane; it's never the case that Jane reports to John. These seem to be uni-directional relationships. What am I missing? (And thanks from this newbie for considering these elementary questions.) | |
| Jul 26, 2023 at 19:48 | comment | added | petednz - fuzion♦ | If it helps, think of the relationship as the piece of string that you attach one of the two ends of to each of the two people | |
| Jul 26, 2023 at 17:52 | comment | added | Coleman | No, relationships are bi-directional. When you create 1 relationship between 2 contacts, it exists for both contacts. | |
| Jul 26, 2023 at 16:27 | comment | added | ArloGueswith | I haven't used relationships before. Is it correct that for this application I would have to create 2 relationships for each Contact: one to identify the supervisor and one to identify the subordinate(s)? | |
| Jul 26, 2023 at 16:25 | vote | accept | ArloGueswith | ||
| Jul 26, 2023 at 15:16 | history | answered | Lars SG | CC BY-SA 4.0 |