Author Topic: How to add Relationship data to Summary tab? (Read 3891 times)

syntetik · September 14, 2009, 05:08:01 pm

For a comfort I want to add Relationship block at the bottom of Summary tab. I know that one step is adding

{include file="CRM/Contact/Page/View/Relationship.tpl"} before last {/if} in template CRM\Contact\Page\View\Tabbed.tpl, but somehow I must create data for this include. I understand that these actions must be in hook_civicrm_buildForm(), but don't know which actions. Please help!

Deepak Srivastava · September 16, 2009, 04:52:36 am

To know what data to create check CRM/Contact/Page/View/Relationship.php file (for php code).

hook_civicrm_pageRun() hook would be appropriate, as summary tab view is a page view.

For a better example (hook implementation) check - http://svn.civicrm.org/sfschool/trunk/drupal/sfschool/sfschool.module.

xavier · September 16, 2009, 08:51:48 am

Easier:

create a custom template, and add

{crmAPI entity="relationship" action="get" var="relationships" contact_id=$cid}

Then you can display it the way you want, eg

{foreach from=$relationships.result item=rel}
<tr id="mep_{$rel.cid}">
{if $rel.is_active == 0 }
<td>former</td>
{else}
<td>{$rel.relation}</td>
{/if}
<td class="name"><a href="/mep/{$rel.cid}">{$rel.name}</a></td>
<td ><a href="/country/{$rel.country_id}">{$rel.country}</a></td>
<td><a href="/party/{$rel.employer_id}">{$rel.organization_name}</a></td>
</tr>
{/foreach}

Donald Lobo · September 16, 2009, 08:58:16 am

this is truly an awesome and cool way of going things

that extension (crmAPI) is definitely great

lobo

xavier · September 16, 2009, 11:41:20 pm

Like it too;)

...and I suspect it will increase the number of people using the api and help improving it. That was with that that I realised my need to add a parameter to fetch only the active relationships.

On mepwatch, we have completely replaced the profiles by an external module using smarty and only the civicrm apis called from within the template, so we could mix more freely the relationships, contact datas and non civicrm datas. Works great, and makes it simplier to have nice urls, and to cache when we need it.

X+

syntetik · September 17, 2009, 07:55:13 am

Thank you, guys!

I don't know crmAPI, so I copied and edited code from relationships.php into mymodule_civicrm_pageRun() hook and check page name, $links become an empty string, and zero assigned to $page->action. Include Relationship.tpl goes not before last {/if} as I said on first post (it appears on all tabs), but right after include CustomDataView.tpl.

About crmAPI - is it available without any additional code? Or must I install something?

Deepak Srivastava · September 17, 2009, 08:15:46 am

crmAPI is supported by CiviCRM v3.0.

To read more about crmAPI check - http://civicrm.org/node/599

Quote

as I said on first post (it appears on all tabs

You 'll need to hardcode the class name ($name) to make it appear on one tab only. Jump on irc for more details.

Eileen · March 23, 2011, 05:55:15 pm

Just implemented this - too easy! I took a look @ Kyle's presentation.

Here's how it looks as a patch - adding relationships to contact summary page (patched against 3.3.5 but with backported apiv3 http://forum.civicrm.org/index.php/topic,19205.0.html). Usual provisos apply about creating a custom templates directory. (NB not sure how to create the url so it handles clean & dirty urls - this is the clean url version)

Note that the api v3 relationship behaviour didn't seem quite right http://forum.civicrm.org/index.php/topic,19230.0.html & I suspect that contact_id_a will change to contact_id

Index: templates/CRM/Contact/Page/View/Summary.tpl
===================================================================
--- templates/CRM/Contact/Page/View/Summary.tpl   (revision 33171)
+++ templates/CRM/Contact/Page/View/Summary.tpl   (working copy)
@@ -241,6 +241,27 @@

<div class="clear"></div>
</div>
+{crmAPI entity="relationship" action="get" var="relationships" contact_id_a=$contactId relationship_type_id=1}
+{if $relationships.values}
+ <div class="contact_panel">
+<div class="contactCardRight">
+ <table>
+{foreach from=$relationships.values item=rel}
+{if $rel.relationship_type_id eq 1 || $rel.relationship_type_id eq 21}
+<tr id="rel_{$rel.cid}">
+{if $rel.is_active == 0 }
+ <td class="label">former</td>
+{else}
+<td class="label">{$rel.relation}</td>
+{/if}
+<td class="name"><a href="/civicrm/contact/view?cid={$rel.cid}&reset=1">{$rel.name}</a></td>
+</tr>
+{/if}
+{/foreach}
+</table>
+</div>
+</div>
+{/if}

                {if $address}
<div class="contact_panel">

xavier · March 24, 2011, 08:58:12 am

Glad you like it... and cool way of using the api, isn't it ?

X+

CiviTeacher.com · April 30, 2012, 10:54:04 am

@Eileen:

This API example works great for printing the contact(s) with certain important relationship(s) on the Summary page. Thanks! A little tweaking necessary

1. the ID# of the relationship type
2. contact_id_a becomes simply contact_id

but that is all.

CiviCRM Community Forums (archive)

News:

Author Topic: How to add Relationship data to Summary tab? (Read 3891 times)

syntetik

How to add Relationship data to Summary tab?

Deepak Srivastava

Re: How to add Relationship data to Summary tab?

xavier

Re: How to add Relationship data to Summary tab?

Donald Lobo

Re: How to add Relationship data to Summary tab?

xavier

Re: How to add Relationship data to Summary tab?

syntetik

Re: How to add Relationship data to Summary tab?

Deepak Srivastava

Re: How to add Relationship data to Summary tab?

Eileen

Re: How to add Relationship data to Summary tab?

xavier

Re: How to add Relationship data to Summary tab?

CiviTeacher.com

Re: How to add Relationship data to Summary tab?