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Author Topic: Changing target type of Custom Data Group  (Read 1616 times)

Chris Burgess

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Changing target type of Custom Data Group
April 23, 2008, 07:22:03 pm
Whoops. We created a custom data group (way back when) that applies to individuals. Now we find we need to make it apply to all types of contacts instead - so we can store the same data against households.

Two options present themselves.

1.
Code: [Select]
UPDATE civicrm_custom_group SET extends = 'Contact' where id = 1;
Looks good to me. Am I gonna break stuff?

2. Create a new custom group, migrate all the data across, and lose the old one.

Bit more work, but hardly impossible.
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Donald Lobo

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Re: Changing target type of Custom Data Group
April 24, 2008, 12:54:48 am

i assume 2.0.

option 1 should work fine since individual and contact are the same record and use th same FK

lobo
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Chris Burgess

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Re: Changing target type of Custom Data Group
April 24, 2008, 01:44:56 am
yes, 2.0, sorry for not being specific

will give it a crack and report back if anything unexpected happens :)
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petednz

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Re: Changing target type of Custom Data Group
April 06, 2010, 05:25:13 pm
so wondering if this is when we tried and failed with this chris.

Lobo - if i change 'extends' in the DB for a Custom Group that is currently set for Orgs and we now want to provide to Contacts, when I reset the field to Contacts, the Group gets listed as being for 'Contacts' but when I go search for the fields to put in a Profile for example, they continue to be listed under Orgs, not Contacts.

Is there another relatively simple step required here - or is this the beginnings of sign that this won't be straightforward. ta.
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Donald Lobo

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Re: Changing target type of Custom Data Group
April 06, 2010, 09:39:54 pm

if i had to guess, civicrm_cache was not truncated

lobo
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petednz

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Re: Changing target type of Custom Data Group
April 06, 2010, 10:15:59 pm
BINGO - thanks.

So the issue here is a client had 'inherited memberships' set up but it is causing them high admin overheads, and the 'orgs' are a 1:1 with the individuals so we are looking at converting all the fields and memberships over so it is simpler for them, for joining up etc.

Looks like the path may not be that traumatic.
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
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  • Post-installation Setup and Configuration (Moderator: Dave Greenberg) »
  • Changing target type of Custom Data Group

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