CiviCRM Community Forums (archive)

Good morning.

I want to create a relationship between between  A New Client and Staff when creating a new contact. I am hoping to change the 'Current Employer' so that it pulls data from the list of contacts in the 'Staff' subtype of Individual. So essentially, create a staff/client relationship at the point when I am adding a new client.

Here is the code from the Individual.php file
       //Current Employer Element
        $employerDataURL =  CRM_Utils_System::url( 'civicrm/ajax/rest', 'className=CRM_Contact_Page_AJAX&fnName=getContactList&json=1&context=contact&org=1&employee_id='.$this->_contactId, false, null, false );
        $form->assign('employerDataURL',$employerDataURL );
       
        $form->addElement('text', 'current_employer', ts('Current Employer'), '' );
        $form->addElement('hidden', 'current_employer_id', '', array( 'id' => 'current_employer_id') );
        $form->addElement('text', 'contact_source', ts('Source'));

        $checkSimilar = defined( 'CIVICRM_CONTACT_AJAX_CHECK_SIMILAR' ) ? CIVICRM_CONTACT_AJAX_CHECK_SIMILAR : true;
        $form->assign('checkSimilar',$checkSimilar );
And here is the code from the individual.tpl file.
            {$form.current_caseworker.label}&nbsp;{help id="id-current-employer" file="CRM/Contact/Form/Contact.hlp"}<br />
            {$form.current_caseworker.html|crmReplace:class:twenty}
            <div id="employer_address" style="display:none;"></div>
Additionally, I'd want a notification to be sent to the staff member who now has relationship with the new Client.

Thanks in advance.
p.s. This may not be best way to achieve what I'm trying to do. If there are other better avenues, please kindly advise.

Specs: Joomla 1.7, Civicrm 4.7