Questions tagged [relationships]

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

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8
votes
3answers
735 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
950 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
2answers
351 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/...
5
votes
4answers
667 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
134 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
98 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
191 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
236 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". ...
4
votes
4answers
312 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
236 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
133 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
191 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
2answers
350 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 ...
6
votes
2answers
271 views

Creating a relationship when filling in a Profile

I love the way the "Employee of" relationship can be created simply by adding the "Current Employer" field to a profile. Is there a corollary for other relationships? I need to be able to track if ...
2
votes
1answer
186 views

Creating other relationships for memberships on behalf of an organization

Having trouble with memberships created on behalf of an organization that need a different relationship type than Employee of/Employer. I have a suspicion I'm simply approaching it the wrong way. We ...
3
votes
1answer
147 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 ...
3
votes
1answer
48 views

How to modify Relationships column display?

This is a new launch for an old question, see here and here. We want to modify the columns that are shown in the relationships result display and especially replace city and state/county rows by job ...
2
votes
0answers
57 views

Relationship -- change list's columns

I'd like to add some columns (eg. details of the address) and remove some columns (eg. State/Prov) to the table shown on a Contact's page, under the Relationships tab (there are tow of this table: one ...
2
votes
1answer
50 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
1answer
107 views

Current Employer Autocomplete Field

In drupal the webform integration module allows an autocomplete field where you can search to add an employer from existing contacts. On my wordpress site however i am trying to allow users to update ...
1
vote
1answer
126 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
190 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 ...
1
vote
2answers
84 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
2answers
44 views

How to get subsidiary membership to work?

For our purposes, memberships are organization-based, with individuals receiving membership benefits by being designated as an employee. This works great. However, I have the use case where there is ...
0
votes
2answers
40 views

CiviCRM 5.29.0 - import relationships

(2020 12 02; 13:27 US/PST: I've edited this question to more accurately reflect the data available for import.) Can anyone point me at an example of two of importing a set of relationship data (e.g., ...
0
votes
1answer
30 views

Creating a relationship when filling in a Profile (Revisited)

I am reposting this ticket from 5 years ago because I really need to be able to do the same thing using CiviCRM 5.39 and Wordpress 5.8. Does anyone know if this is possible now, perhaps using an ...