CiviRelate: Dynamic Relationship Creation in CiviCRM

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

1. CiviRelate depends on CiviCRM. If you have not already installed CiviCRM, download and install CiviCRM.
2. Download and unzip the archive.
3. Move the civi_relate folder to /sites/all/modules
4. 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.