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Author Topic: 3rd Tier Org Relationships in Civi  (Read 569 times)

Hardwick

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3rd Tier Org Relationships in Civi
June 02, 2014, 12:21:37 pm
hello, just curious if anyone else has attempted to set up a *third tier* relationship within organizations in civi, either manually or on import. For example, Org A is parent company, Org B is subsidiary with relationship created between the two as such. Individual A works for the subsidiary, Org B. Clear enough to set up separate relationships for each (employee of Org B AND Org A; etc>) but...what abouyt establishing an automatic relationship with Org A parent company if Indiv A works for Org B subsidiary. This doesn't seem to occur automatically. Any thoughts on how to establish such a automatic relationship ? Since, if Org B is by def subsidary of Org A, then by working at Subsidiary Location (Org B) indiv is therefore employed by Org A (parent). Would really welcome thoughts on it. thanks! H

Hardwick

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Re: 3rd Tier Org Relationships in Civi
June 03, 2014, 07:22:52 pm
for example, we could create two distinct relationships, aka Employee at Work Location 1, as well as "Employee Of"  Company (Parent). But if individual contact works at a Work Location 1 belonging to Employer, in other words reflected by "Employee At" work location, then shouldn't the relationship to the parent company be automatically defined as employee of parent (without setting up that relationship)? this seems correct from a relational perspective.  H

Eileen

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Re: 3rd Tier Org Relationships in Civi
June 04, 2014, 03:15:40 am
We've done a few things in that direction - mostly around permissions & some non-generic code.

You would need to write custom code - using a post hook http://book.civicrm.org/developer/current/techniques/hooks/

AN alternative approach is to extend advanced search so you can search one-removed relationships from there.

But neither of these are available out-of the-box :-(
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jaapjansma

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Re: 3rd Tier Org Relationships in Civi
June 04, 2014, 06:02:20 am
I am working at such a thing at the moment. It is for a political party in the Netherlands where member have a relationship with local branches and the local branches have a realtionship with region branches and the region with the national party.

I have created an 'automated relationship extension' which creates a relationship with the local party based and the primary address. Every local branch has a list with cities which they are responible for and this list is the base for the matching.
Developer at Edeveloper / CiviCoop

Hardwick

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Re: 3rd Tier Org Relationships in Civi
June 04, 2014, 11:32:27 am
Yes that is exactly same. We will try coding hook as per Eileen's suggestion. H

Hardwick

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Re: 3rd Tier Org Relationships in Civi
June 04, 2014, 08:30:49 pm
thanks Eileen!!
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