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Author Topic: Subsidiaries  (Read 1685 times)

civicrmsav

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Subsidiaries
February 04, 2010, 09:44:22 am
Hi -

The business logic for our application requires that when a parent organization becomes a member, both their employees and employees of their subsidiaries get access to our database.

I already have the subsidiary relationship between the two organizations tracked.   

My thought is to create a new relationship "subsidiary employee of"  and write a script that adds that relationship to any individual whose current employer has a parent.   I could run the script as organizations join.

Does that seem like a reasonable approach or is there an easier way?

Any assistance would be appreciated

Kurund Jalmi

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Re: Subsidiaries
February 04, 2010, 10:02:00 am
As per my understanding:

Let say you have Parent Org, Child Org and Grand Child Org and you define membership type to cascade for "employee of" relationship.

So now if you have Employee of relationship between Parent Org - Child Org and Child Org - Grand Child Org, and then Parent Org buys membership it will automatically get cascaded to Grand Child Org.

Hope this helps...

Kurund

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civicrmsav

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Re: Subsidiaries
February 04, 2010, 10:13:23 am
Kurund - Thanks so much for your quick and helpful response.

I think I understand, but just to verify ...
What I actually have is Grandparent Org --> Parent Org --> Employee

I believe you to have said that to accomplish my goal, both "-->" should be represented by "employee of" relationships and the "relationship type" on the "membership type" should also be set to "employee of".

So my mistake is that currently I have "subsidiary of" for the first relationship.  So long as the two relationships are the same and the membership type is set to cascade the "Employees" will be treated as members if "Grandparent Org" is a member.

Is this a maximum of two levels or is it an infinite number?  So Great-Grandparent?

Kurund Jalmi

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Re: Subsidiaries
February 04, 2010, 10:27:25 am
Quote
I believe you to have said that to accomplish my goal, both "-->" should be represented by "employee of" relationships and the "relationship type" on the "membership type" should also be set to "employee of".

Yes. So basically if "Grandparent Org" signs up for membership, it will be cascaded to all contacts that have "employee of" relationship with "Grandparent Org"

Quote
Is this a maximum of two levels or is it an infinite number?  So Great-Grandparent?
Theoretically yes.

Kurund
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civicrmsav

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Re: Subsidiaries
February 04, 2010, 10:50:58 am
Kurund - Sorry to trouble you further, but I just tried to implement your suggestion and the "employee" relationship seems to be fixed at Org --> employee.  This is not editable in the Relationship Types screen. 

Unfortunately, my relationships are org-->org-->employee.  Is there anyway I can take advantage of the cascade feature in this case?

Donald Lobo

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Re: Subsidiaries
February 04, 2010, 11:12:57 am

No.

also i'm not very sure if i'd rely on the cascaded feature, its more a byproduct of the implementation and might not be supported in future versions

lobo
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civicrmsav

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Re: Subsidiaries
February 04, 2010, 11:17:20 am
Thanks for the insight Lobo.  So do you think my first approach seems reasonable.

Donald Lobo

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Re: Subsidiaries
February 04, 2010, 11:39:08 am

seems so

lobo
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civicrmsav

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Re: Subsidiaries
February 04, 2010, 12:00:39 pm
I've had  a bit more time to think about your comment Lobo, and want to clarify something with you ...

Right now I'm relying heavily on the existing one tier "cascade" where an organization becomes a member and then all their employees are granted membership.  Is that safe to rely on?

If not, that will be a big problem for us, any help in anticipating this change would be appreciated.

Donald Lobo

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Re: Subsidiaries
February 04, 2010, 01:49:30 pm

yes, that is safe to rely on and should work. You'll need to run the cronjob UpdateMembershipRecord.php on a nightly basis

lobo
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMember (Moderator: Deepak Srivastava) »
  • Subsidiaries

This forum was archived on 2017-11-26.