Author Topic: Letting contacts choose their relationship type in a form during sign-up (Read 894 times)

corey · March 19, 2009, 03:52:44 pm

First off, CiviCRM is phenomenal! Thanks to those involved in the project, you're doing an amazing job!

We deal with students and we need to know which university they're from. So in our sign-up form (a profile) I need to let them choose from a Selection (drop-down field) which uni they go to. This needs to create a relationship between the new student and the school they chose.

Is this possible? How? If not, how else should I create a link between an Org (the schools) are an Individual (students)?

Also, I read that mixing Contact fields and Individual fields will not work in profiles/forms... is this still true?

Thanks for any help!

Donald Lobo · March 19, 2009, 05:07:06 pm

1. Exposing relationships via profiles is not available in 2.2 and prior (and probably not in 2.3 either). This has been coming up a bit more frequently, so if you can step up and help write the code and/or sponsor the development that will help you and the community

2. If you are savvy with PHP and mysql, you can potentially do this using a hook (http://wiki.civicrm.org/confluence/display/CRMDOC/CiviCRM+hook+specification#CiviCRMhookspecification-hookcivicrmcustomFieldOptions) and a custom cron job using the api to create the relationship. If you need more details or help, contact us on IRC (http://embed.mibbit.com/?server=irc.freenode.net&channel=%23civicrm&forcePrompt=true)

3. An Individual is a Contact, so you can mix those fields. You cannot mix an Individual and Organization fields (or Contribution and Participant)

lobo

petednz · March 20, 2009, 02:00:45 pm

Are you using 'employer of' relationship? If not maybe you could just re=think Current Employer as University attended - then you can get them to fill in 'current employer' field (renamed of course) and have them select the name from the list, then that will create relationship for you (I think)

Donald Lobo · March 20, 2009, 02:15:32 pm

the minor issue with using current employer is that ALL organizations are exposed which may or may not be true in your case (i.e. there might be other orgs in the DB that are not universities)

lobo

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Author Topic: Letting contacts choose their relationship type in a form during sign-up (Read 894 times)

corey

Letting contacts choose their relationship type in a form during sign-up

Donald Lobo

Re: Letting contacts choose their relationship type in a form during sign-up

petednz

Re: Letting contacts choose their relationship type in a form during sign-up

Donald Lobo

Re: Letting contacts choose their relationship type in a form during sign-up