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Using Form Builder I want to add an individual and an organisation and so the individual would have the relationship 'contact for' the organisation. I can't see a way of doing that - is it possible?

1 Answer 1

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Yes. Create a form and add an Individual, an Organization and a Relationship.

On the Relationship tab, use the Values section:

  • click 'Add value' and select 'Contact A'
  • click in the search box and choose 'Individual1' in the pop-up
  • click 'Add value' and select 'Contact B'
  • click in the search box and choose 'Organization1' in the pop-up
  • click 'Add value' and select 'Relationship Type'
  • in the pop-up, select 'Key contact of'

enter image description here

This works on https://dmaster.demo.civicrm.org (5.56.alpha1) but may not on older versions.

== Edit ==

If your version supports relationships they should show on the pop-up when you hit '+' as here:

enter image description here

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  • I'm using 5.49 & so maybe that's the problem as I don't see any relationship tabs in Form Builder. Thanks for the fast reply - I'll try with a later release
    – Andy Clark
    Oct 17, 2022 at 14:21
  • OK, added a screenshot to show where relationships will show up if they are supported.
    – Aidan
    Oct 17, 2022 at 14:40
  • This isn't in 5.49 but is in 5.53 - hard to keep up!
    – Andy Clark
    Oct 17, 2022 at 15:09

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