CiviCRM Community Forums (archive)

*

News:

Have a question about CiviCRM?
Get it answered quickly at the new
CiviCRM Stack Exchange Q+A site
This forum was archived on 25 November 2017. Learn more.
How to get involved.
What to do if you think you've found a bug.



  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Profiles (Moderator: Dave Greenberg) »
  • New Sub-type feature and Profiles
Pages: [1]

Author Topic: New Sub-type feature and Profiles  (Read 2822 times)

FatherShawn

  • Ask me questions
  • ****
  • Posts: 372
  • Karma: 25
    • C3 Design
  • CiviCRM version: 4.2.11
  • CMS version: Drupal 7.23
  • MySQL version: 5.5.32
  • PHP version: 5.3.10
New Sub-type feature and Profiles
March 03, 2010, 05:34:12 pm
In a blog post during development of 3.1 about contact sub-types, lobo wrote:
Quote
Create a profile tailored for a specific sub-type. Thus a student directory will show properties of contacts who are students. A profile "create contact" form for a specific subtype will set the contact subtype appropriately.

I don't see a place to set this.  I'd like to take advantage of the new feature to create contacts via profile of a particular sub-type.  Is that possible?
Lead Developer, C3 Design.
Twitter: @FatherShawn

Dave Greenberg

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 5760
  • Karma: 226
    • My CiviCRM Blog
Re: New Sub-type feature and Profiles
March 03, 2010, 09:57:21 pm
Create a profile with fields that all belong to the subtype or mix of fields belonging to the subtype AND parent type. Records created w/ that profile will be assigned to the subtype.

If you check before the demo DB is reset - there's an example called Student Profile:
http://drupal.demo.civicrm.org/civicrm/profile/create?gid=9&reset=1

Profile Fields are:
Student -> First Name
Student -> Last Name
Contact -> Email

Would be cool if you add some info on this to the wiki doc section on profiles :-)
Protect your investment in CiviCRM by  becoming a Member!

FatherShawn

  • Ask me questions
  • ****
  • Posts: 372
  • Karma: 25
    • C3 Design
  • CiviCRM version: 4.2.11
  • CMS version: Drupal 7.23
  • MySQL version: 5.5.32
  • PHP version: 5.3.10
Re: New Sub-type feature and Profiles
March 04, 2010, 06:40:06 am
Thank You!!  :D

That did the trick!  It's the "It Works!" moments that make me love coding so much!  Now my custom relationship module does what I need it to do!!
Lead Developer, C3 Design.
Twitter: @FatherShawn

FatherShawn

  • Ask me questions
  • ****
  • Posts: 372
  • Karma: 25
    • C3 Design
  • CiviCRM version: 4.2.11
  • CMS version: Drupal 7.23
  • MySQL version: 5.5.32
  • PHP version: 5.3.10
Re: New Sub-type feature and Profiles
March 04, 2010, 06:46:20 am
Second Question - the blog post on subtypes also talked about hiding unused parent types.  Did that make it, and if so where's that setting.  There doesn't seem to be any such option on the Contact Types option list screen....
Lead Developer, C3 Design.
Twitter: @FatherShawn

FatherShawn

  • Ask me questions
  • ****
  • Posts: 372
  • Karma: 25
    • C3 Design
  • CiviCRM version: 4.2.11
  • CMS version: Drupal 7.23
  • MySQL version: 5.5.32
  • PHP version: 5.3.10
Re: New Sub-type feature and Profiles
March 04, 2010, 07:08:03 am
Quote from: Dave Greenberg on March 03, 2010, 09:57:21 pm
Would be cool if you add some info on this to the wiki doc section on profiles :-)

Done: http://wiki.civicrm.org/confluence/display/CRMDOC/Profiles+and+Contact+Sub-Types

But the attached graphic markup is coming through as text rather than the screen shot.  What did I miss?
Lead Developer, C3 Design.
Twitter: @FatherShawn

Donald Lobo

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 15963
  • Karma: 470
    • CiviCRM site
  • CiviCRM version: 4.2+
  • CMS version: Drupal 7, Joomla 2.5+
  • MySQL version: 5.5.x
  • PHP version: 5.4.x
Re: New Sub-type feature and Profiles
March 04, 2010, 07:32:17 am
Quote from: FatherShawn on March 04, 2010, 06:46:20 am
Second Question - the blog post on subtypes also talked about hiding unused parent types.  Did that make it, and if so where's that setting.  There doesn't seem to be any such option on the Contact Types option list screen....

this feature did not make it for the release. You can manually make it inactive in the civicrm_contact_type table via mysql/PHPMyAdmin. It works for the most part (but not all, hence was not released)

lobo
A new CiviCRM Q&A resource needs YOUR help to get started. Visit our StackExchange proposed site, sign up and vote on 5 questions

FatherShawn

  • Ask me questions
  • ****
  • Posts: 372
  • Karma: 25
    • C3 Design
  • CiviCRM version: 4.2.11
  • CMS version: Drupal 7.23
  • MySQL version: 5.5.32
  • PHP version: 5.3.10
Re: New Sub-type feature and Profiles
March 04, 2010, 08:02:55 am
Quote from: Donald Lobo on March 04, 2010, 07:32:17 am
It works for the most part (but not all, hence was not released)

OK - Thanks.  I don't know that it's essential - just if unused items confuse users...
Lead Developer, C3 Design.
Twitter: @FatherShawn

Dave Greenberg

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 5760
  • Karma: 226
    • My CiviCRM Blog
Re: New Sub-type feature and Profiles
March 04, 2010, 08:19:42 am
Thx for documenting this! I fixed the graphic - you just needed ! in front and after file name. The 'Insert Image' icon on tool bar when editing the page does this for you (fyi).
Protect your investment in CiviCRM by  becoming a Member!
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Profiles (Moderator: Dave Greenberg) »
  • New Sub-type feature and Profiles

This forum was archived on 2017-11-26.