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@jmcclelland
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Overview

When using the workflow:

  • Search for records
  • Pick action "Update Multiple Contacts"
  • Pick profile

It doesn't work if you are updating the sub contact type field for an organization.

Before

To replicate:

  • Create an organization sub type
  • Create a contact profile that only includes the contact sub type field
  • Search for regular organizations in the database
  • Select one or two and choose the option to "Update multiple contacts'
  • Select the contact profile you created

The contact sub types you can change this contact to will not include the organization sub type you just created. It will only include sub types appropriate for Individual contacts.

After

The contact sub types will include the organization sub type you just created.

Technical Details

Before we simply defaulted to the Individual sub contact types, but since we have access to the contact id, there is no reason not to get the correct one.

Also, I know this work flow is somewhat obsolete thanks to search kit.

@civibot
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civibot bot commented Sep 29, 2025

🤖 Thank you for contributing to CiviCRM! ❤️ We will need to test and review this PR. 👷

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@civibot civibot bot added the master label Sep 29, 2025
@larssandergreen
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I gave this a test and it works and the code looks good, so ready to go.

@larssandergreen larssandergreen added the merge ready PR will be merged after a few days if there are no objections label Oct 10, 2025
@colemanw colemanw merged commit 10b58d6 into civicrm:master Oct 10, 2025
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3 participants