[Len Johnson]

We have family and individual entries for the same people for various reasons. That is, we have a ‘Family’, say, ‘Adams’, then separate individual entries for each member of the family, usually a couple. This allows us to display individuals in the Directory as ‘Officers’, ‘Male’, etc., but also to search for family units when that is more appropriate. This also allows us to distinguish group and individual photos in the proper context.

In order to enter the data, we typically added a family entry, then created copies for each couple’s individual entry. This saved us duplicative data entry. A recent change in ‘Copy Entry’ apparently means that copying a family entry does not give us the panel on the right that permits selecting ‘Individual’ or ‘Family’; the panel just isn’t there anymore. This means we have to use ‘Add Entry’ instead for the individual entries, and re-enter all the personal data rather than copy it.

Why is that functionality no longer available?

[Len Johnson]

There was an additional change to ‘Family’ entries; the option to add ‘Organization’ has been removed, and is only available to ‘Individuals’. Why is that no longer an option? Can’t ‘Families’ belong to an ‘Organization”, as some of ours do?

[Steven Zahm]

@ Len

The change was made for performance reason and to simplify the UI based on the action. This can be reverted. Here’s how…

Install the Code Snippets plugin:
https://wordpress.org/plugins/code-snippets/

Add a new snippet.

Add the following code to the new snippet:

add_filter( 'cn_metabox_name_atts', 'cn_name_metabox' );
add_filter( 'cn_metabox_publish_atts', 'cn_publish_metabox' );

function cn_name_metabox( $atts ) {
	
	$atts['type'] = array( 'individual', 'organization', 'family');
	
	return $atts;
}

function cn_publish_metabox( $atts ) {
	
	if ( isset( $_GET['cn-action'] ) && $_GET['cn-action'] == 'copy_entry' ) {
		
		unset( $_GET['cn-action'] );
		
		$atts['action'] = NULL;
		
	}
	
	return $atts;
}

Save and activate the new snippet.

Families could never be assigned to an org, officially, but since it is not enforced, you could toggle to entry type so the fields is visible and add the org.

There is one more issue with using the snippet when editing an entry, all the name fields will show and not toggle based on entry type since the entry type selector is not available. There might be other “gotchas” so use with care.

I’ll add to my issue log to allow the user to change the entry type when copying an entry.

I hope that helps!

[Steven Zahm]

@ Len

This has been changed back in the upcoming 8.1 version. In order to deal with performance I’ve implement something called fragment caching instead.

[Len Johnson]

Thanks, Steve. I really appreciate your responsiveness.

[Steven Zahm]

@ Len

No problem!

If I have not asked and you have a moment, I would truly appreciate a review as they really do make a difference. Many thanks in advance!
http://wordpress.org/support/view/plugin-reviews/connections

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