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Author Topic: Creating new families/relationships  (Read 837 times)

Flinthearted

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Creating new families/relationships
November 14, 2010, 09:51:06 pm
Hey all,

I'm a new user trying to use CiviCRM to manage a small-scale tutoring operation.  When I imported our old data, I was able to create entries for parents and children and tie them with parent/child and sibling relationships just by re-importing the same CSV multiple times with different mappings.

By comparison, it feels like a marathon to add two parents and a couple of children and relate them all inside of CiviCRM - especially for our computer-phobic administrative assistant.  For a family of four, you have to create a new contact four times, then pull up each of the four records, navigate to their relationships dialog, and create two new relationships each - that seems unnecessarily complicated. 

I'm thinking about making a form allows you to input an entire family's data, creates a CSV file for it, and then imports and relates all of the family members automatically.  Has anything like this been done before?  I'm not much of a programmer, and while the CSV creation doesn't seem too difficult, I'm not sure where to begin for a multi-stage import process -- I'd appreciate any ideas or suggestions before I dive in.

Thanks!

-ps: since the goal is to eventually allow parents to log in and check on their students' progress, it would be extra nice if I could integrate this form into the Drupal new member dialog.  But I'll dream small for now :-)

Kurund Jalmi

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Re: Creating new families/relationships
November 14, 2010, 10:41:52 pm
In your custom module I would suggest you should directly create contact and their relationship using API's instead of creating CSV file and then import.

For API documentation: http://wiki.civicrm.org/confluence/display/CRMDOC32/CiviCRM+Public+APIs

HTh
Kurund
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Donald Lobo

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Re: Creating new families/relationships
November 15, 2010, 07:05:29 am

check:

http://civicrm.org/civischool

specifically the application stuff does create contacts and relationships etc

lobo
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Flinthearted

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Re: Creating new families/relationships
November 15, 2010, 12:54:51 pm
Thanks for your fast responses - I'm impressed by this community!  I've been trying to figure out the API, and have dozens of questions that I'm going to try to figure out on my own before I post here.  In the meantime, that application form from CiviSchool looks perfect, but is it included as a part of the available code, or will I need to recreate it?

Donald Lobo

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  • I’m (like) Lobo ;)
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  • Posts: 15963
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    • CiviCRM site
  • CiviCRM version: 4.2+
  • CMS version: Drupal 7, Joomla 2.5+
  • MySQL version: 5.5.x
  • PHP version: 5.4.x
Re: Creating new families/relationships
November 15, 2010, 07:37:28 pm

http://wiki.civicrm.org/confluence/display/CRMDOC32/CiviSchool+Installation

lobo
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Flinthearted

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Re: Creating new families/relationships
November 15, 2010, 11:27:29 pm
OK, now I feel really dumb.  I installed CiviSchool with CiviCRM (at least, I think I did), but beyond showing up in the Drupal modules list and adding some custom content types, I haven't really noticed any changes.  Apparently I've completely missed the CiviSchool UI?  Where would I, as a user, normally run into CiviSchool forms?

I'm assuming I made some sort of fatal error in installing the module, but I don't know where to start diagnosing it.

Flinthearted

  • Guest
Re: Creating new families/relationships
November 23, 2010, 09:57:56 pm
Alright, I switched hosting and re-installed CiviCRM, and that seems to have fixed some of it.  CiviSchool still doesn't show up in the admin console (not sure if it's supposed to?), and only a very limited subset of its capabilities are revealed by the 6 or so links in the menu bar. 

It took me a few minutes of plugging in guesses to find the Application page, but eventually I found the address (I think I did, anyway).  Only, there's a problem:  whenever I try to preview data or move past the second page of the form, I get this error, and Drupal sends me back to the homepage.  It sounds like it isn't properly assigning a user ID to the new student?

SFS Family Information
Sorry. A non-recoverable error has occurred.
cid (value: ) is not of the type Positive
Return to home page.

Any insight would be greatly appreciated!  You guys are awesome.

Thanks again
-fl

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Creating new families/relationships

This forum was archived on 2017-11-26.