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  1. CiviCRM
  2. CRM-690

Profile - Support for Contact_Organization and Contact_Household Fields and Include SORT_NAME in Listings Selectors


    • Type: New Feature
    • Status: Done/Fixed
    • Priority: Minor
    • Resolution: Fixed/Completed
    • Affects Version/s: None
    • Fix Version/s: 1.4
    • Component/s: None
    • Labels:


      We are extending Profile create, search, listings and view (details) to support all 3 contact types. However, mixed contact-type specific fields are not supported for 'create' mode.

      1. ALL listings selector tables now automatically include the contact_type icon AND civicrm_contact.sort_name as the first columns in the table. SORT_NAME column is also the default sort whenever a set of listings search results is returned. Column header = 'Name'. (Same as first columns of contact/search/ selector results w/o the checkboxes.)

      NOTE: This sort_name column is included regardless of what selector columns are explicitly specified for the uf_group set of uf_fields.

      2. When add/editing uf_field entries for a Profile (admin/uf/group/field?action=add or update) - a new <select> element in the Field Name hierselect group has the user pick the type of contact field first (select, Individuals, Households, Organizations). This hierselect now matches the pattern used in Export Contacts (select fields to export). Once they select the contact type, they get a second <select> w/ all available fields for that type, etc.

      3. Create mode behavior
      Create mode will still only support creation of an Individual contact record. IF a profile is invoked in create mode, and any non-Individual contact fields are present (for example, Organization Name) - return the following warning status msg and do NOT display the create form: "This Profile includes fields for contact types other than 'Individuals' and can not be used to create contacts."




            • Assignee:
              kurund Kurund Jalmi
              dgg David Greenberg
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              • Created: