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Relationships link different contacts or organisations with each other. The are listed in a contacts `Relationships` tab.
0
votes
0
answers
81
views
create relationships using profiles or forms
To make a long story short, before all the details below : our CMS is wordpress, and creating relationships between contacts (parent-child) using profiles seems not possible. … all accents, upper case, blanks, etc... : in order to normalize the data for step C) below
Example : BAKER Paul-émile has bakerpaulemile as external identifer
C) then the ugly part is how to create the relationships …
1
vote
0
answers
33
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Formbuilder : is it possible to delete a relationship?
Using Formbuilder, is it possible to delete an existing relationship (not simply disabling / deactivate it)?
Use case :
in a form, a parent can edit his own data, and the data of his children (indivi …
2
votes
2
answers
122
views
Formbuilder relationships - Autofill several relationships
thx and congrats to the FormBuilder developpers :)
Our use case is probably very common : a form where a parent can fill in his own data and the data of his two children, with "parent of / child of" relationships …
2
votes
Accepted
Formbuilder relationships - Autofill several relationships
The answer of @Coleman above was perfect, I could even do more than expected.
Detailed solution below.
Tabs in the form :
parents
related children
relationship
Related children are autofilled as "Ch …