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Bhuvarahan / npsp

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Allow Relationships to be directional #173

Open GoogleCodeExporter opened 8 years ago

GoogleCodeExporter commented 8 years ago 
Relationships between a Contact and another Contact are not directional--there 
is no way to track 
who referred the other, for example.

Original issue reported on code.google.com by gok...@gmail.com on 12 May 2010 at 2:33

GoogleCodeExporter commented 8 years ago 
Yes, this would be an excellent addition to the Relationships Object.  It would 
be nice to establish who is the father-daughter, wife-husband, Caregiver-Care 
Receiver (as a few examples) between the two Contact records.

Original comment by funny80s...@gmail.com on 24 Aug 2010 at 4:08

GoogleCodeExporter commented 8 years ago 
Love the idea. We have a client who needs this so we have started working on it 
and grabbed the relationships app code as base (note: we found several 
non-related files in the app that made it impossible to use as is). 

We are doing a first iteration which is to introduce a new object (to keep 
track of the relationship types and has a lookup to specify the reverse one), 
modify the relationship object to have a lookup to the new object, and then 
modify the existing trigger. Work in progress. We'll update here as we go.

Original comment by cjj.ifpe...@gmail.com on 9 Nov 2010 at 7:48

GoogleCodeExporter commented 8 years ago 
I'd like to hear more about the unrelated files.I'd also like to see the custom 
object strategy you are describing.

Original comment by gok...@gmail.com on 11 Nov 2010 at 10:18

GoogleCodeExporter commented 8 years ago 
Just wondering where this is in the roadmap.  This has popped up for a client, 
and they would like the "father/daughter" etc.

Original comment by mbaizman on 25 Feb 2011 at 9:36

GoogleCodeExporter commented 8 years ago 
Probably a bit lower on the map than some of the more pressing items 
(improvements to rollups, smoothing out lead conversion, etc.)  I'm definitely 
aware of the issue, and we'll include it on the list of possible sprint goals 
for this year's dev sprint.

Original comment by kbro...@gmail.com on 26 Feb 2011 at 2:56

GoogleCodeExporter commented 8 years ago 
We had Acutedge (Salesforce developer) create a trigger to do this for us.  It 
requires setting the reciprocal relationships (father-child, mentor-mentee) in 
the trigger (so it's not easy to update), but it works really well.  I could 
ask Acutedge if it's ok to share the code with the Salesforce Foundation if 
you're interested.

Original comment by NathanSp...@gmail.com on 25 May 2011 at 1:37

GoogleCodeExporter commented 8 years ago 
Thanks for the offer Nathan! We actually have some great code written at our 
developer sprint at the end of April, just a question of getting it merged in 
and cleaning up the interface a bit. Hopefully it will be coming soon.

Original comment by kbro...@gmail.com on 25 May 2011 at 3:48

GoogleCodeExporter commented 8 years ago

Original comment by kbro...@gmail.com on 26 May 2011 at 2:50

GoogleCodeExporter commented 8 years ago 
Has the release of the new directional relationships feature been scheduled? My 
client has a pressing need for it.

Original comment by jim.jims...@gmail.com on 25 Jul 2011 at 5:12

GoogleCodeExporter commented 8 years ago 
No, its not on the schedule yet, it will probably be until some point in the 
fall before it can be completed.

Original comment by kbro...@gmail.com on 25 Jul 2011 at 4:47

GoogleCodeExporter commented 8 years ago 
Any updates on this?

Original comment by andrew.g...@gmail.com on 5 Feb 2012 at 7:10

GoogleCodeExporter commented 8 years ago 
Recurring donations package update will be completed shortly, then 
relationships.  A pressing HH patch pushed things back a bit.

Original comment by kbro...@gmail.com on 6 Feb 2012 at 10:11

GoogleCodeExporter commented 8 years ago 
I should add, the directional piece is pretty much code complete from the NYC 
sprint in december just needs the rough edges smoothed.

Original comment by kbro...@gmail.com on 6 Feb 2012 at 10:12

GoogleCodeExporter commented 8 years ago 
It's been two more years... what's the status of this "code complete" 
enhancement? :)

Original comment by Webbed.P...@gmail.com on 6 Aug 2014 at 12:51

GoogleCodeExporter commented 8 years ago 
This repository is no longer in use. The feature was released about 14 months 
ago.

https://github.com/SalesforceFoundation/Cumulus

Original comment by kbro...@gmail.com on 6 Aug 2014 at 7:40