Request Views: Include additional Contacts according to Contact Role

In a Request View it is possible to show the Organization Primary Contact and the Request Primary Contact.

We need the ability to be able to show selected affiliated Contacts. The Contact to be displayed for a particular view column would be specified by selecting a Contact Role for that column.

For example, a Request may have three Affiliations: One Primary Contact, one with Affiliation Role = Parent 1, and one with Affiliation Role = Parent 2.

In the Request View we would like to be able to add columns for the Contacts with Contact Role Parent 1 and Contact Role Parent 2.

If the Affiliation for the specified Role is missing, the column would be blank.

If there were multiple Affiliations for the specified Role, there would be the option to show either the "First" Contact, or all Contacts with that Role (similar to how Classification values are handled in Views). The "First" Contact could be chosen on the basis of the Change_Date (DESC) or Contact ID (cast as integer).

  • Justin Finighan
  • Aug 8 2023
  • Reviewed: Voting Open
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