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Help with error "Relationship information provided but more fields are required for matching"

Good morning,
I didn't see that anyone posted about this error and if so my apologies. I have recently upgraded IOM to v2.5.0.7 on my test server and tried to make a change to 3 of my dozen profiles and received the following error for each:

"Unable to save Profile: Relationship information provided but more fields are required for matching"

I understand what the error message is saying but why the change all of a sudden? What additional information are you requiring? One profile in particular deals with student information with an education relationship. Education fields in particular include "School Id", "Degree", "Class Of" and "Is Primary". 

The Constituents -> Relationships -> Education settings for this profile are: "Match educational relationships based on 'Always add new'", the option to "Mark education record as 'Primary'..." is checked and lastly "When importing education relationship notes..." set to "Overwrite".

A little help would be appreciated. Let me know if you need more info about the profile.

Thanks,
T.
4 CommentsSorted by Oldest First

Hi Travis,

We added a check on Relationship fields to the profile save due to some common issues clients were encountering. Examples of the issues:

* Not providing the fields requires to match on, or to create (RE's requirements), a relationship, causing exceptions during import.

* Mapping phones/emails/addresses to Relationship fields, thinking they were mapped to fields for a constituent, and having the data go nowhere.

Unfortunately, there is a hiccup in the new check which can incorrectly cause this error. It will be fixed in version 2.6.

If you will please send your IOM profile to Support (Support@OmaticSoftware.com), I will be happy to tell you specifically which relationship is causing the issue, and how to get around it until the next version is released.

To send your IOM profile:
* IOM Configuration
* Highlight the name of the profile you are using
* Right click on it and choose to export
* Send me the .xml file that is created
* It will be named in this fashion: IOM_Profile_Export_.xml

Thanks!

Tiffany

Thanks for the reply Tiffany and I'm sorry for the delay! I see version 2.6 available now so I will simply go ahead and update. 
Was this fixed in version 2.6 because I am getting the same message, "Unable to save Profile: Relationship information provided but more fields are required for matching." Not sure what to day.
Thanks
Pam
Hi Pam,

Yes, the small hiccup in the check was addressed in 2.6. It sounds like you may have one of the other issues mentioned in your profile:

* A field is mapped to Individual Relationship, Individual Address, Organization Relationship, Organization Address, etc but without mapping any fields required to match on (Individual Relationship--> Last Name, for example).

* Phones/emails/addresses accidently mapped to relationship fields instead of constituent fields. For example, using Individual Address when it should be mapped to Constituent Address.

You can send your IOM profile to Support (support@omaticsoftware.com) and we can take a look at the mapping for you and see what piece is missing or needs to be altered. To send the profile:

* IOM Configuration
* Highlight the profile you are using
* Right click on its name and choose to export
* Send me the .xml file that is created
* It will be named in this fashion: IOM_Profile_Export_.xml

Thank you,
Amanda
Omatic Support
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