CiviCRM Community Forums (archive)

In advanced search, it is possible to search for contacts with active relationships. However, the search results include contacts with active, but expired relationships. How can I make the search limited to contacts with relationships where the end date is greater than today?

The way the relationships work is confusing to say the least. We were attempting to determine what our practice should be when an individual leaves an organization and we concluded that the correct practice was to enter an end date but leave the relationship active because we understood the concept to be that technically, the relationship is still active, but now it is "bounded" by the additional, optional information. This shows up on the relationships tab:

Inactive Relationships
These relationships are Disabled OR have a past End Date.

The problem is this conditional logic is not consistently applied.

It appears that "disabled" is more of a temporary measure. You might "disable" an employment relationship while a person is on maternity leave? That does not actually make sense to me; I cannot see any use for this status. Either the relationship is true or not and the idea of disabling it temporarily must depend on some other function driven by an end use: we don't want these people to show up in some report, so we disabled them. OK, but what about the many records where the relationship is "active" but there is an end date? I want the history.

I don't know what the design solution here is, but it seems the end date needs to be exposed in search.

Is this helpful to this discussion - http://issues.civicrm.org/jira/browse/CRM-11341 - a new cron job that will disable all expired relationships

Curious as to what the pain points were during the upgrade process?

lobo