Table of Contents

Export Parent Info

README

https://github.com/ginkgostreet/org.israelscouts.exportparentinfo/blob/master/README.md

CiviCRM extension that creates an export task which appends contact info for related contacts with the "Parent of" relationship to a search results export.

General overview

This extension enables the user to view/export a child's information, and see the name, phone, and email for the child's parents in the same export or report, on the same row as the child's information. The validated primary use case is to do a search for children who are registered for a camp, and then export a roster that includes the child's parent's (related contacts) contact info. This extension / export task was created because FIS indicated they looked through the reports and custom searches, and nothing appeared to be usable for their needs.

Usage

  • Perform a search using Advanced Search, an event participant search, a membership search, really most methods of generating a result list of children should work.
  • Click the radial button on the search results screen for "All XXX Contacts".
  • Select the action "Export ____ with parental data" (final name TBD but this seems good) action from the the actions drop-down menu.
  • User will be shown a screen where they can select a field mapping, and add or remove fields as desired to format the export. Two things to note:
    • The Contact ID field must be included in the export, otherwise no parental data will be included. The file will still export without the extra data.
    • The parental info fields are not configured during this step, they are added automagically when the file downloads.
  • Click export to download a file to the user's computer that contains...
    • The fields that were specified in the export field mapping
    • The parent contact info fields (name, phone, and email) for up to four (4) contacts with the relationship "Parent of" to account for a "worst case" scenario where the birth parents are divorced and both have remarried.

Known limitations

  • The Contact ID field must be included in the export, otherwise no parental data will be included. The file will still export without the extra data.
  • Parental contact info fields are set (hard-coded) by the extension, the user isn't able to select different or additional fields to export for the parental data. The fields included are Display Name, Phone, and Email.
  • Any search that doesn't allow the user to select a field mapping (e.g. a custom Include / Exclude search) after choosing the "Export with parental data" option does not allow this extension to work properly i.e. no parental data will be included in the exported file.