We’re rewarding the question askers & reputations are being recalculated! Read more.

Questions tagged [relationships]

Relationships link different contacts or organisations with each other. The are listed in a contacts `Relationships` tab.

Filter by
Sorted by
Tagged with
8
votes
3answers
652 views

How to create a Drupal View with multiple CiviCRM relationships?

I would like to create a Drupal View showing an organization and several individuals who are related to the organization in different relationships. The wording on the CiviCRM Drupal relationships ...
1
vote
5answers
808 views

Ajax Error when trying to view relationships tab

Civicrm 4.7.1 Joomla 3.4.8 I'm unable to view data in the relationships tab. I get the following errors: "DataTables warning: table id=DataTables_Table_0 - Ajax error." And "DataTables warning: ...
5
votes
4answers
511 views

Allowing a contact to update their related contacts via Webform-CiviCRM

We have a webform that allows a contact to sign up for a membership and specify two related contacts (let's say "Spouse" and "Child" for the example). When they come back to renew, we can prefill the ...
5
votes
2answers
123 views

How can I regenerate memberships shared by relationship?

Is there a way to do a one-time purge and regenerate of all memberships that are shared by a relationship? (I would be okay if it required doing some SQL directly in the database as long as it didn't ...
2
votes
2answers
85 views

Relationship Permissions as ACLs don't work

I am working with CiviCRM 4.6.11 integrated in Drupal 7.4.1 I installed "Relationship Permissions as ACLs" 1.2 (compatible 4.6): https://civicrm.org/extensions/relationship-permissions-acls It is also ...
2
votes
3answers
145 views

Custom Report By Relationship

Can you point me to resources that can cover this requirements, I'm sure it would be needed often, and whilst I can dive into working it out from first principals, as a newbie, it would be nice to get ...
6
votes
4answers
184 views

How to search active relationships (e.g) during past year?

We record volunteer relationships for our Volunteer contacts. A contact is an active Volunteer of our organization if exists a relationship "volunteer for" and this relationship has no an "end date". ...
5
votes
2answers
297 views

Can I customize the contact relationship tab to show custom fields?

I have a relationship type with some custom fields. Is there any way to customize the relationship tab under a contact, to display those custom fields? Instead of the default Start/End/City/State/...
4
votes
4answers
197 views

CiviGroup Roles Sync - workaround for Smart Groups?

Has anyone implemented any workarounds to use a Smart Group as the basis for a CiviGroup Roles Sync with Drupal? I understand that Smart Groups don't work (only contacts added manually to the smart ...
3
votes
2answers
205 views

Drupal Views - Sorting of family members in a contact list

I am working on a church website with civicrm integration. What I want is a list of church members sorted or grouped by household. Sorting by sortname is no problem. I am able to get members with ...
7
votes
2answers
119 views

How to change the direction of a relationship type with existing data

I have made an organisation / individual relationship type as an a_b relationship while it should be a b_a relationship to be consistent with the existing relationships like employer of which always ...
6
votes
3answers
176 views

How to export all children of a family?

Our organization has families defined by relationships (but not put into households) and is looking to print a directory with a column of family members: NAME FAMILY Bob ...
6
votes
1answer
267 views

Batch Update Relationships

Is there a way to batch update relationships, specifically the type of relationship along with the start and end date? I don't see the fields to add to a profile to do a batch update. I also don't ...
3
votes
1answer
129 views

Enabling 'New Organisation' button for Current Employer field in View Contact

We recently upgraded to CiviCRM 4.7.19 on Drupal 7.52 and for some reason the New Organization button isn't appearing when searching for an unknown organization for a contact's current employer. I can ...
2
votes
1answer
49 views

Should civicrm_post hook receive populated Relationship object following relationship enable/disable in UI?

I'm porting some code using Civi hooks from Civi 4.4 to 4.6 . The code needs to know when a relationship becomes active or inactive, regardless of how that happens, including via the enable/disable ...
1
vote
2answers
75 views

How to create a drupal 'contact me' link where the user is a contact reference field of Contact B in a civi relationship

I have an organisation with members across many institutions around Australia and each institution will have one of those members as a contact for that institution. On each institution's landing page ...
1
vote
1answer
111 views

How can I display only Cases without Case Managers using Drupal Views

I'm using CiviCRM 4.6.9, if it makes a difference. I want to use Drupal Views to display only CiviCase cases that do not have case managers. I feel as though I'm close... so close, but I'm not quite ...
1
vote
1answer
164 views

Update custom field from other custom data

I'm trying to use a php hook to automatically create a relationship between two contacts. Let me set the stage for you. Meeting Extender: a custom data set that extends the meeting activity(activity ...