10 votes

How to export all children of a family?

The relationship report will give you all the children of a contact easily for you. Relationship reports are standard with CiviCRM and appear under Contact Reports. Edit filters to ensure the ...
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  • 1,368
9 votes
Accepted

How to create a Drupal View with multiple CiviCRM relationships?

You can use the relationship section of a view for this. A relationship in a view is a relationship between entities don't confuse it with the relationship you have between contacts. So you could set ...
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8 votes
Accepted

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

If you have the Spouse and the Child set up with Relationships - and you configure the webform to have 3 contacts, and you set the contact 2 "Existing contact" webform component to have a 'default ...
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  • 26.9k
7 votes

Managing multiple CiviCRM relationships in a Drupal View: A case study for A->C plus B->C relationships

Here's my solution for achieving the three goals outlined in the question. I may edit this a bit as I find errors and where commenters declare confusion. First, the caveats. Second, some info about ...
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  • 457
6 votes
Accepted

Exporting relationships

Have you tried Reports > Contact Reports > Relationships? The contact IDs of both Contacts A and B are concatenated with the name in parenthesis, and you also have the option to add the contact ID for ...
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6 votes

Need to change membership inheritance

Just sharing that we have developed and released a CiviCRM extension which solves this problem, see https://github.com/agileware/au.com.agileware.membershiprelationshiptypeeditor Membership ...
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6 votes

How to enter relationship dates before 1997?

For CiviCRM 4.6+ go to Administer menu > Customize Data and Screens > Date Preferences. From there, change the Start Offset of SearchDate. I found this answer in Member since date before 1995 and ...
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  • 1,198
6 votes

Searching for someone not in a relationship

The 'Include/Exclude' search is very handy for situations like this: create a group of all contacts of interest create a group of those who DO meet some criteria use include/exclude to include group ...
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  • 10.8k
6 votes

How can I keep track of a "role" in an organisation (eg. secretary) over time (1980-1995)

Welcome to CiviCRM StackExchange Daniel! The CiviCRM relationships functionality will work perfectly for your use case scenario - https://docs.civicrm.org/user/en/latest/organising-your-data/...
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5 votes

Batch Update Relationships

This is possible in one of two ways: Use the API CSV Import GUI extension. This will allow you to import relationships with start/end dates. As a matter of workflow, you'll probably end up ...
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5 votes

How to create a Drupal View with multiple CiviCRM relationships?

This is an update to the answer given by petednz - fuzion. In my case I needed to create a view which showed a list of all employees of the organisation employing the currently logged in employee. In ...
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  • 837
5 votes

How to create a Drupal View with multiple CiviCRM relationships?

I am not sure from the question whether each relationships is connected to the original contact, or if some might be daisy chained eg Parent to Student to School etc. In case it is the latter, here is ...
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  • 26.9k
5 votes
Accepted

Adding custom roles to Case "Add role" function

In CiviCRM versions 4.5 and above, you can add case roles by navigating to Administer -> CiviCase -> Case Types and clicking "Add Role" Note that roles and relationships are not precisely the same. A ...
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  • 16.1k
5 votes
Accepted

How do I set up custom permissive relationships?

There is an extension that does exactly what you're looking for: Relationship Permissions as ACLs The release on the extensions page only does 1 thing (setting permissioned relationships to actually ...
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  • 16.1k
5 votes

How do I set up custom permissive relationships?

Yes, that checkbox must be checked. (The one reflecting the specific "direction" you wish. I don't think you can configure this to occur automatically, however since you have custom code, it should ...
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  • 2,455
5 votes
Accepted

Are there any dangers to editing a membership type directly in the database?

Updating via DB should be fine, note that it won't update existing membership records to create inherited memberships. Issue mentioned related to Disable might be a bug. I would suggest filing an ...
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5 votes

Relationships are shown twice

As per the code the select list loads all relationship types of corresponding Contact's contact Type. So for instance [Employee of (Individual type), Employer of (Organization Type)] Relationship Type(...
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5 votes
Accepted

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

I agree with ErikH, but if you don't feel comfortable updating the database, you can... create a new relationship type with the opposite order (b_a vs a_b) do an advanced search, selecting only ...
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5 votes

Find Contacts with no Relationships

One way of achieving your goal would be via a temporary group: Using advanced search, search for all contacts who do have a relationship (simply open the "Relationships" tab, enter nothing, and ...
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  • 16.1k
5 votes

Presales / Functionality Question

from a quick read I would expect you to be able to get most of the way, if not the whole way, but using Activities (or possibly Cases) to store the data for referals, and use Drupal Webforms to ...
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  • 26.9k
5 votes
Accepted

Custom dropdown for specific relationship type

You can create custom group of fields for a specific relationship with your custom relationship type filter. This custom field will only be visible when you select relationship type from the drop down ...
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5 votes
Accepted

At signup, auto assign organization:contact relationship based on email domain being the same

Thanks everyone! I solved it totally with CiviRules extension. I just used a combination of the built-in API explorer & the extension's documentation to figure out how to create my own Condition ...
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  • 161
5 votes
Accepted

What is the best way to record the primary contact for an organisation?

Option 3 is the clear winner, because neither option 1 nor option 2 have a clear way of indicating which organization they're the primary contact of. As soon as someone is affiliated with two ...
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5 votes

Possible Bug? Foreign key constraint error on upgrade to 5.31.0 (populating civicrm_relationship_cache)

Further to Pradeep Nayak's reply, the ultimate cause of the problems I was having were missing foreign key constraints on the civicrm_relationship table leaving orphaned data when contacts were ...
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  • 403
5 votes
Accepted

How to modify Relationships column display?

Take a look at Coleman's searchkit & formbuilder video to see how to create a relationships display.
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  • 10.8k
4 votes
Accepted

Why can I not add relationships?

You've correctly isolated the problem to your Bluehost server configuration - and also found that their shared hosting may not be up to your needs! You may want to get a VPS (I like Linode and ...
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4 votes

Relationships are shown twice

If you are talking about fact that there is both "other projector contributor' and 'other project contributor is'? then that is expected. it is showing you both ends of the relationship - same as it ...
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  • 26.9k
4 votes
Accepted

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

Sounds like you have to 'force' the summary page to rebuild. You can do this by re-building your userContext (which will be the summary page): $session = CRM_Core_Session::singleton; CRM_Utils_System:...
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4 votes

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

You will probably have to update the tables directly, and as you have figured out you will have to change civicrm_relationship. And of course try in a test environment first. You will have to make ...
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4 votes
Accepted

Find Contacts with no Relationships

Thing which works is "include/exclude custom search" : "Search -> Custom searches -> Include / Exclude Search" or /civicrm/contact/search/custom?csid=4&reset=1 Thanks @Coleman!
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  • 1,350

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