Author Topic: Creating a new contact when using a contact reference field in custom field set (Read 572 times)

lolas · March 04, 2013, 05:35:21 am

I have a contact reference field in a group of custom fields added as a tab on the contact page. When adding this group there are times when the user wants to add a new contact on the fly in the same way that you can when you're adding a relationship. Has anyone come up with a workaround for this case by putting a custom add button on the form for example?

Donald Lobo · March 04, 2013, 06:43:25 am

If this is on a backend form, you can mimic the relationship code (or other places) to do the same

for frontend forms, it gets a bit more complicated, as permissions come into play

lobo

lolas · March 04, 2013, 08:29:58 am

Thanks for the reply. I guess we'll give it a try and post questions as we go along.

petednz · March 04, 2013, 12:13:58 pm

fwiw in case it helps you, webform-civicrm module can provide an autocomplete which lets the user also 'create new contact' if an existing one is not found

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Author Topic: Creating a new contact when using a contact reference field in custom field set (Read 572 times)

lolas

Creating a new contact when using a contact reference field in custom field set

Donald Lobo

Re: Creating a new contact when using a contact reference field in custom field set

lolas

Re: Creating a new contact when using a contact reference field in custom field set

petednz

Re: Creating a new contact when using a contact reference field in custom field set