Support for Drupal 7 is ending on 5 January 2025—it’s time to migrate to Drupal 10! Learn about the many benefits of Drupal 10 and find migration tools in our resource center.CiviRelate creates a CiviCRM relationship between the acting user and a CiviCRM contact created by the acting user through the submission of a designated CiviCRM profile form.
Installation Instructions
- CiviRelate depends on CiviCRM. If you have not already installed CiviCRM, download and install CiviCRM.
- Download and unzip the archive.
- Move the civi_relate folder to /sites/all/modules
- Enable CiviRelate on your Administer >> Site Building >> Modules page.
Configuration Instructions
The module has a simple configuration page which accepts via select fields the Profile to use and the relationship to create. Select the appropriate Profile and Relationship on the configuration page found at Administration » Configuration » CiviCRM » CiviCRM Relate. Select also whether the logged in user should have permission to edit the created contact after the Profile is saved.
Use Cases
References: I created this module to collect references from applicants. I created a CiviCRM Profile, Reference Name and Address and a Relationship Type, Reference. Applicants create an account on the site and are presented with a link to "Reference Name and Address." When the user submits the profile, CiviCRM creates the relationship. After submission, the relationship is visible on each contact's Relationship tab.
Sponsor: A member could be recommending someone else for membership in an organization. A Sponsored by/Sponsor for Relationship could be created to track this.
Parent: A parent could submit information about a child for a children's program. A Parent of/Child of Relationship could be created to track this.
