Questions tagged [relationships]

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

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1answer
134 views

How can I change the fields displayed by dataTables?

I want to customize the information provided by templates that are generated via the dataTable plugin. Specifically, I want to alter the RelationshipSelector.tpl to display a contact's title and a ...
5
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2answers
261 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 ...
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0answers
35 views

Unknown column civicrm_relationship.is_active while child smart group edit (create temporary table fails)

There are a parent Smart Group which contains several "child" Smart Groups. All was working a while, until at some time point it starts throw an error, something like [debug_info] => CREATE ...
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1answer
60 views

Scheduled reminders triggered by new relationship

The Objective: We'd like to set up a template email that will send (one time only) to individuals who have a specific relationship type added to their contact record. E.g. (Individual) A is a ...
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0answers
56 views

Exported related contact info for contact sub-type

We've got a site (4.6.11) That has two organisation sub-types ("project" and "project event") there is a relationship between them (event of/ event is). On running a search of project events, and ...
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1answer
51 views

How can I include CiviCRM relationships to node creations screens?

What I want to do is allow content authors to associate their news stories to their organisations. I currently expose the organisations as an auto-complete field, however the target is for the author ...
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0answers
58 views

CiviCase losing Relationship in Case?

Since upgrading to 4.7.3 on WordPress, some of our Cases seem to be losing a relationship role. They are not linked to the case from the contact record either, even after re-adding them to the case. ...
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0answers
18 views

If a contact changes Membership Type should contacts who inherit that membership also show the new membership type

Scenario: Orgs can pay for a 1 year or 5 year membership. Org X pays for 1 year. Their Employee Q gains the membership 'by relationship'. Next year Org X pays for a 5 year membership. Employee Q's ...
5
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2answers
286 views

How do you import (custom) relationship fields?

I am prototyping and testing import from M$ Access. Up to now I could quite easily import relationships, but I am missing the way to import also the relationship core Start date and custom fields I ...
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1answer
46 views

smart groups and relations

I want to build a smart group with 3 relationships. Is it possible to search for 3 relationships in one step? I have tried with advanced search, search builder and custom search. But I havent found ...
1
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1answer
71 views

search for two relationships at once

is it possible to search for two relationships at once? Until now I search for relations like - search - advanced search - relationships - choose the desired relationships thx.
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1answer
38 views

Contribution page in a loop?

I have a contribution page set up that I'm sending users to using a link from a webform, which includes the cid and checksum so that the contribution page is prefilled with the user's data. when the ...
1
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5answers
941 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: ...
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1answer
38 views

Other Relationships

I have tried starting over with CiviCase with the new interface as we had not used the XML based configuration. With the new case type I have a section called Other Relationships. The information in ...
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1answer
83 views

"Related Permissions Module" settings

I installed the extension "Related Permissions Module", and now how do to configure the acl for single organization?
2
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2answers
97 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 ...
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4answers
655 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 ...
1
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1answer
37 views

Overcome API KEY request at Relationship edit / delete for users of certain Drupal Role

Is it possible to skip api key check at Relationships delete? We'd like to create one-click link for altering Contact, where users of certain Drupal Role should be able to click "Resign" link and all ...
1
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1answer
119 views

How can a user related to an Organization login and be restricted so they only see related members of the organisation

With CiviCrm can you manage accesses of single organization, set user and password for this single organization, and show only individuals related this organization, and only manage related membership ...
2
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1answer
325 views

Chain API call cascade, pass second value as third call argument, "id is not a valid integer"

While making a cascade API call, a roadblock has been hit, here's a code: $result = civicrm_api3('Contact', 'get', array( 'sequential' => 1, 'return' => "id", 'id' => array('IN' => ...
1
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0answers
20 views

How can I display more than 100 relationships

We have a company that have 200 relationships. When we try to look up the people civi allows you to select 50 or 100. in our case we have 200 and so when we select 100 from the drop down we are unable ...
3
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2answers
231 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 ...
2
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2answers
58 views

Is it possible to have many to many relationships between custom field sets?

i tried to look for an answer but im pretty confused with what i found.. I'm trying to create a many to many relationship like in SQL.. for example: lets say i want to create a custom 'Event'(a ...
6
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4answers
235 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". ...
1
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1answer
104 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
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1answer
91 views

Drupal Views Field: Relationship Type B-to-A?

I'm creating blocks to show a Drupal user's relationships on their user page. I've been able to create the views necessary to show the Display Names of the contacts in both the user's A to B ...
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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 ...
3
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2answers
51 views

How to handle irrelevant employers we don't really want as separate contacts?

So, sometimes a contact's employer is entirely irrelevant, we have basically no value in keeping that information. Or maybe there's no reason not to note it, but it's not an organization we care about....
3
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2answers
94 views

Creating Couples as a Single 'Individual'

I am working for a non-profit and we are coming from a database that has couples as a single contact. To me, this makes sense because very often when things like donations come in, they come from the ...
1
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1answer
46 views

How do you display cross-contact searches?

I am trying to create a CSV using both Individual contact and Organisation contact information and I am having difficulty trying to achieve this. As it's most basic it is to print postal labels ...
1
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1answer
182 views

Membership Types vs Groups vs Organizational Types vs Relationships

Still new to CiviCRM and grateful for opinions and advice. We have several types of relationship with organizations. We do not charge anything for any type of relationship. Relationships are managed ...
1
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1answer
118 views

Creating Smart Groups based on multiple relationship types

Our company is made up of 'societies' which we have added as organisations (we have around 370 societies). Each society has anything from 90-800 'members' which we have added as individuals and given ...
0
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1answer
50 views

Membership Renewals with 'Partner' relationship causing membership lapses/missing contribution

Contact A has an expired Membership which was granting Membership to Contact B through 'Partner of' relationship. Contact B renewed after Contact A's membership expired through an online contribution ...
1
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1answer
85 views

Batch alter Relationship Contact Permission only

While trying to alter Contact Relationships Permission ("Contact A can view and update information about Contact B") using this code: $result = civicrm_api3('Relationship', 'create', array( 'debug' ...
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0answers
138 views

Smart Group create/alter via API

What would be the best way of batch Smart Group creation using Relationships data, where Organisation name, taken from Individual Relationship data, should become a Smart Group title and all ...
2
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2answers
54 views

Batch create relationships

We have 2 relationship types : A and B. We have about 500 contacts with A-relationships already set, and for each we need to create a B-relationship with the same contact. For example : We already ...
3
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2answers
221 views

Find Contacts with no Relationships

Have tried using API, but $result = civicrm_api3('Contact', 'get', array( 'return' => "id", 'contact_sub_type' => array('!=' => "Parent"), )); gives zero results, while Search ...
1
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0answers
116 views

Why do I have an error when trying to update relationship using CiviCRM API

Since this morning I'm running into something strange when using the API to update a relationship. Here is my code : CRM.api3('Relationship', 'create', { "sequential": 1, "id": 11, "...
2
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0answers
86 views

Family Membership not inherited by related contacts

We have two sites recently updated to 4.6.8 and are experiencing issues with family memberships, where the related party is not getting a new membership when the other renews. Are there any changes ...
7
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2answers
132 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 ...
3
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2answers
164 views

Relationship created by API does not add Membership until edited/updated

CiviCRM 4.6.8 I'm using Relationship.create in a civicrm post hook to create an inherited membership. My membership type is set to use this relationship. However after that API call is successful, ...
1
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2answers
48 views

Bug: adding new contact through relationship limited to subtype

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 ...
2
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1answer
182 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 ...
2
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1answer
43 views

Membership not extended to all related contacts

Because a membership type was in use, I wasn't able to edit its relationship properties via the CiviCRM GUI. So I did it in MySQL (by editing membership_type_id and membership_direction fields in ...
2
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2answers
278 views

Create a Drupal View with MULTIPLE CiviCRM relationships?

I have read the answers to this question: How to create a Drupal View with multiple CiviCRM relationships? and it has helped me to create a Drupal view that links an individual to a household, but ...
5
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2answers
133 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
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1answer
69 views

Relationships not available on household imports

We have an import that we do a few times a year that I set up about 2 years ago. Until today, it's never had an issue. We are using v4.6.3, and the last time we did it we were using a 4.5.x version. ...
2
votes
1answer
31 views

after i use api to update the database results not immediately showing

I'm running into an issue with the api. I use the following call to write to the relationships datatable $result = civicrm_api3('Relationship', 'create', array( 'sequential' => 1, '...
1
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1answer
188 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 ...
2
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2answers
149 views

How do I find civicrm field names for import?

I want to import memberships, but civi isn't finding the membership type. How do I find out the field names (such as membership_type) for each membership? This problem has cropped up for other ...