CiviCRM Community Forums (archive)

I've racked my head trying to work out how to do this, can't find a way, so figured I'd add in a request - if there's a way to already do this, please let me know...
We need to be able to say "Give me all individuals who have a tag like '%sts%' OR who have an activity record where the custom "Secondary Subject" field contains 'STS Outreach'. We then need to create a smart group of the results.

Couple of points:
1. We don't want to use a custom search, as every custom search requires re-jigging when we do a major version upgrade (and, at a minimum, extensive checking when we do a minor version upgrade), due to the DB back end changes
2. Search builder doesn't appear to have a way to include activity records in the search criteria (logically so, as it could get quite complex to gen the SQL)
3. Advanced search defaults to boolean AND

Any way we could get the function that would allow us to tell advanced search what boolean operator to use and the order? So, for example (pseudo-code), " where contact_type = individual AND (tag name like '%sts%' OR activity.secondary_subject = 'STS Outreach')"?

Cheers,
Marty.

You could create two smart groups and then assign a parent group. Instead of treating it like an OR, it becomes the union of two queries.