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Author Topic: Exporting - multiple people related to a contact, and custom fields  (Read 285 times)

naomisl

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Exporting - multiple people related to a contact, and custom fields
October 30, 2014, 01:13:33 pm
I am trying to design an export such that it will return a table that consists of the student's name, parent info, emergency contacts, and alternate pickup people. I'm running into 2 issues, neither of which I have found an answer for thus far:

1) If a student has multiple parents or multiple emergency contacts as is common, only one of the parents/emergency contacts is returned when I select the relationship under "related contact info." This was apparently not a fixable problem back with 4.1.5, as evidenced by this exchange on the forums in 2012 http://forum.civicrm.org/index.php/topic,26611.msg112915.html#msg112915, but perhaps someone has found a fix since then? If so, please share! I'm running 4.5.2.

2) The custom field which lists alternate pickup people does not show up as an option on the drop-down for contacts. I think this may be because the custom field set is set to be used for all contact types, instead of specifically to individuals. If this is indeed the problem, is there any way for me to edit this field set? If you think it isn't the issue, what else should I be on the lookout for?

Thanks in advance for any helpful advice!

petednz

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Re: Exporting - multiple people related to a contact, and custom fields
October 30, 2014, 03:45:28 pm
This may not be a helpful suggestion but i see you are on Drupal and hence Views may (will) give you some greater flexibility, though it may result in multiple rows for people with multiple parents but you can manage that by 'grouping' results - might be worth considering if civi exports prove problematic
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Exporting - multiple people related to a contact, and custom fields

This forum was archived on 2017-11-26.