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Can I automate a contact to contact relationship

Jaymie Raymond

Good morning

I want to create a contact to contact relationship and subpanel to capture relationships between contacts. The aim is to capture relationships like mother/daughter or husband/wife.

e.g. if contact 1 is the mother of contact 2. I want to know if it's possible that when contact 1 is marked as mother in their contact module that contact 2 automatically adds a relationship with the relationship type of son/daughter. I'm wondering if this is possible using the front end of studio/business processes.

Has anyone done something similar?

Many thanks

Jaymie

  • 0

    Hi Jaymie,

    I did something similar by creating new relationships in Studio. There were multiples and it resulted in a mess. Since only a small percentage of the contacts had relatives in the business, we reverted to using a Text field to specify a relationship to another contact.

    In another module there was a similar need. I created multiple relationship fields (instead of a new relationships) and set up a separate panel in the record view for the related records.  It doesn't provide the sub-panel view that you desire.

    Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)