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  • "Related Activities" tab, shows activities of related contacts
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Author Topic: "Related Activities" tab, shows activities of related contacts  (Read 1172 times)

TwoMice

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"Related Activities" tab, shows activities of related contacts
June 06, 2013, 09:51:44 am
We have two clients who are currently asking for something like a "Related Activities" tab on the View Contact page at civicrm/contact/view?reset=1&cid=xxx. This tab would function in essentially the same way as the Activities tab, but instead of showing activities for the viewed contact, it would show activities for all contacts directly related to the viewed contact.

"Directly related" would qualify as either of these two conditions:
* Individual contacts who have a relationship with the viewed contact.
* Individual contacts who are related to the viewed contact through a mutual relationship to an organization.

This would cover a couple of interesting use cases:

1. As a staff member organizing for the Rain-forest Cup Youth Soccer Tournament event, when I begin outreach to a local business, I'd like to see what other activities may be scheduled with various employees at the business.  An easy way to do this would be to open the organization record and review the "Related Activities" tab, which would show activities for all individual contacts related to (employed by) the business.

2. As a staff member at a child welfare organization, when scheduling a meeting with one parent, I could review the "Related Activities" tab to see any activities for the parent's other children or for that parent's spouse or partner.  Or I could view the child's "Related Activities" tab to see any activities for anyone else related to the child (e.g., parents or guardians who may not have a saved spouse/partner relationship).

I wonder if anyone else has tried to tackle these use cases and/or this type of feature? Or have warnings about how hard it will be?  Or think this would be good for other use cases?

Thanks,
Allen
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Donald Lobo

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Re: "Related Activities" tab, shows activities of related contacts
June 06, 2013, 02:55:02 pm

i suspect u'd also want to restrict the types of relationships both one hop (parent/child) and/or two hop (employee -> org -> other employees)

seems like this might be better off done in a report and embed an instance of the report in a tab for a specific contact id. Gives admin the flexibility of choosing what relatioship type (and or other parameters that can be added later)

lobo
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petednz

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Re: "Related Activities" tab, shows activities of related contacts
June 08, 2013, 03:57:57 pm
Have you looked at whether views gives you the options you want?
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TwoMice

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Re: "Related Activities" tab, shows activities of related contacts
June 11, 2013, 07:40:22 am
Thanks for the feedback, guys. We had hoped to mimic all the nice on-page filters and paging of the Activities tab, but the embedded report idea looks like a way to get 80% of the result with 20% of the effort, or close to that anyway.  I guess I should also give views a chance, though I'm not sure about embedding a View within a CiviCRM tab (maybe I can use some custom theming so it just displays the views output without wrapping it in the site theme...)

- A.
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