1

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?

3

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.

  • 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 Sep 23 '15 at 18:23
1

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.

  • Could you give me an estimate of the necessary funding for this? – ñull Sep 25 '15 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 Sep 26 '15 at 3:00

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.