10

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 relationship is filtering on only the type you're interested in reporting on. You can then export to csv which will allow you to sort as required there if you want ...


9

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 up a view relationship starting from contact a (the a side of the civicrm relationship), or from contact b (the b side of the civicrm relationship). This a ...


7

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 relationships in CiviCRM. Third, building the view. Caveats I am writing this as a tutorial as if you are following along. Obviously you won't have the ...


6

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 value' based on 'relationship to contact 1' then I would expect that using a checksum for contact 1 should result in those other contacts being prefilled. Is that ...


6

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 although it talks about Membership dates, it apparently applies to Relationship dates too.


6

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 1 and exclude group 2 to produce those who DON'T meet the criteria So in your case: create a group of all people create a group who do have a relationship (...


6

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/relationships You can have different relationship types (roles) and they can be linked between individuals and organisations. A contact can also have multiple ...


5

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 exporting existing relationships and reimporting via the extension. Make the changes directly in SQL, in the civicrm_relationship table. There's actions to add ...


5

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 other words if a contact is logged into the website (Drupal), they can see the details for their organisation and all the employees of their organisation. I ...


5

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 a snip from an old forum post which might help CONNECT A to B Add DV relationship 1 of type "Connects a contact (as contact A) to a relationship." (eg ...


5

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 case client can have any relationships, but within the case, only the roles you have defined will be available.


5

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 give acl permissions to those contacts, which CiviCRM does not do by default) but if you download the extension directly from github, it has the feature you ...


5

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 be possible to add the permission automatically using an API call (the parameter name I believe is is_permission_a_b or is_permission_b_a). Here's an API call: ...


5

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 issue in bug tracker if you are able to replicate it on the demo.


5

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(RT), if you are going to add relationship for Individual Contact A then on you will only see 'Employee of' (not 'Employer of') RT. In your case "other ...


5

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 individuals with that relationship select the action to "export" the contacts select two fields (1)the internal contact_id and (2) the relationship type field ...


5

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 search - it will default to all active relationships). Add all the resulting contacts to a group (or make a smart group if you want to save yourself this step in the ...


5

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 capture the data for referrals, and Drupal Views along with the Permissioned Relationships ACL extension which Fuzion created, to manage the job of who can see what ...


5

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 Cheers Pradeep


5

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 & Action. The condition checks if that domain exists for an Organization. I set it to work ONLY if it finds 1 (just to make it work simply for now) and ...


4

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 Koumbit), or you may want to find shared hosting that can support CiviCRM (like CiviHosting). Your performance problems will only get worse as you increase the size ...


4

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 would with parent-child.


4

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 sure the relationship direction is changed in the civicrm interface (civicrm/admin/reltype?reset=1), and then update the civicrm_relationship table in the ...


4

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!


4

I would do the following, although it's a bit complicated so maybe you will want to develop a custom search after reading :). Create a smart group to keep track of your active volunteers by searching for relationship type 'volunteer for' and status = active only (no start or end dates so you grab those empty end date people). When you have your date ...


4

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 Contact A as a column as well as other fields you might need. Hope this helps, Tamar


4

What I would do is: - configure a new contact type 'NHS Team' based on organization - cofigure a relationship type between organization and NHS team The standard relationship type 'Child of' only works between Individuals, as you can see in the configuration of the relationship types. If this is gobbledygook for you, I'd recommend reading this: https://docs....


4

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 Relationship Type Editor for CiviCRM - edit existing Relationship Types and re-calculate inherited memberships We hope this is useful to people using CiviCRM.


3

Thanks Paul - it turned out that relationships needed to be set up at contact type level, not as a contact sub type in order for the relationships options to be displayed in the import screens. So where contact sub types had been set up on earlier versions of civi, the relationship had to be changed to conctact type leve i.e individual to individual not ...


3

Disabling Cloudflare or switching off popups as suggested didn't help. Neither did setting up a Cloudflare PageRule to bypass all Civi pages But this worked: I followed the instructions here (http://wiki.civicrm.org/confluence/display/CRMDOC/Ensuring+Schema+Integrity+on+Upgrades) to clean up my database schema, and then the upgrade to 4.6.4 worked - and ...


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