2

I have custom field group set as used for 'individual' but I want to change it to limit it to a contact subtype. What is the best way to achieve this - I could create a new field group and copy data over - but there are several hundred contacts to do this for

1

Jonathan, Welcome to CiviCRM stackexchange.

Sometimes its not possible to change custom group's used for since the CiviCRM creates a separate table for this with a Foreign key. However its possible to update if the 'Used for' share the same table.

In your case you want to make it visible for Individual subtype then its possible through UI by editing the custom group and then selecting the contact sub-type from the dropdown list.

  • Another factor is whether or not any data has been stored on Contacts who are not of the sub-type that you are planning on moving the fields to. – petednz - fuzion Dec 16 '18 at 22:26
0

I don't think you can change what the field is "used for" but you could use search builder to find all individuals where the field is non-null and then export these records. Then you can import the data for those contacts mapping to the new field that is "used for" a contact. Be careful not to overwrite any other data!

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.