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sfdc-SupportDevelopment / npsp

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Allow HH OCRs to be determined based on RecType #317

Open GoogleCodeExporter opened 9 years ago

GoogleCodeExporter commented 9 years ago 
  I notice that adding contact roles for households is an all-or-nothing process; either all members of the household are added, or none are.  When dealing with households that track minors and adults (for example), I'd like to be able to only have the contact roles apply to adults.  I can disable the default Household trigger and create my own, but thought I'd throw out this suggestion for you:
• Add a new Custom Setting to track which Contact record types should be 
included when adding contact roles.  So, in my org where I have 'Adult' and 
'Minor' Contact Record Types, I could select only 'Adult'.  The goal of this 
setting is that only Adults will be added to oppties as Household Members.
• In HouseholdOpportunity.cls, about line 88, the query would become 
something like:
householdContacts = [select id,Household__c from Contact where RecordType.Name 
IN (...) AND Household__c IN :contactIdToHouseholdId.values()];

Original issue reported on code.google.com by kbro...@gmail.com on 13 Dec 2011 at 4:21

GoogleCodeExporter commented 9 years ago

Original comment by kbro...@gmail.com on 30 May 2012 at 3:23

GoogleCodeExporter commented 9 years ago 
Great Idea.  We are a library and this is important to us as well.

Original comment by klparr...@gmail.com on 21 Mar 2013 at 2:59