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I have a custom relationship type that is has contact B limited to a contact sub-type. Now when I go to a contact to create add this custom relationship and use as related contact New individual create a new relationship for this custom relationship, then it always fails with the error message:

1 invalid relationship record 1 relationship record was not created due to an invalid contact type.

I think this is a bug. When you use New individual from the context of a relationship that needs a particular sub-type, then you would expect that the new individual is automatically created with that sub-type. Otherwise the convenience of on-the-fly creation has become useless.

I have been able to reproduce this error on the demo site.

Can someone confirm this?

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2 Answers 2

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I just replicated this.

First, let's discuss the workaround: Go to Administer menu > Customize Data and Screens > Profiles. Click on "Reserved Profiles" and edit the "New Individual" profile. Add the "contact subtype" field and save. Now, when creating on-the-fly individuals, you can select their contact subtype. I tested and confirmed that this works.

As for the original problem, I agree that this should probably be considered a bug. However, given that this is a relatively infrequently-used workflow with an easy workaround, I doubt the core team will be investing resources into its fix. I'm sure they'd welcome a patch though.

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  • The work around is useful when the user knows what sub-type is expected, but initially he doesn't and the system is not helpful. This basically defeats the whole purpose of New Individual to quickly add a correct user, without leaving the context. When an ignorant user without previous concept of work flow conventions sees a useful inviting link, then it should simply work.
    – ñull
    Commented Sep 23, 2015 at 18:23
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There is currently an issue open for this: https://issues.civicrm.org/jira/browse/CRM-15704

As Jon said, it is non-critical so the core team is not currently working on it. If anyone is able to step up to provide funding or a patch it would be most welcome.

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  • Could you give me an estimate of the necessary funding for this?
    – ñull
    Commented Sep 25, 2015 at 8:01
  • Roughly I'd guess a simple fix (option a) might be in the $500 range. Prices and info are here: civicrm.org/paid-issue-queue - you can submit the form to get a formal estimate.
    – Coleman
    Commented Sep 26, 2015 at 3:00

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