Author Topic: Search individual by organization criteria (Read 935 times)

notemohc · May 25, 2010, 02:26:18 am

Hi,

I have a lot of individuals link with organizations by relationship.
Organizations have custom fields.

I would like to search individual by organization criteria.

Example : Organization have a custom field named color with data red, green, blue.

I would like to find all individuals who belong to a company whose color is blue?

In advanced search, when i check "individual" for "contact type" and "blue" for color, search returns all the invidual whose color is blue, but the custom field "color" is link to organization and not to individual, so search returns no results.

Is it possible in advanced search? Or do i build a personnal search?

(sorry for my english).

Thanks for your responses.

xavier · May 25, 2010, 03:31:34 am

You will need a custom search, and you will need to find the sql request you want (on the good news, the id of the employer is stored in the individuals, so it should be fast and rather simple)

http://en.flossmanuals.net/CiviCRM/DevelopCustomSearches should get you started.

Please post your result, that's an interesting problem

X+

kasiawaka · December 13, 2010, 12:19:56 pm

I've created similar search that finds Individuals working for Organizations, based on the search criteria for Organizations: http://wiki.civicrm.org/confluence/display/CRMDOC33/Individuals+by+Organizations+search

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Author Topic: Search individual by organization criteria (Read 935 times)

notemohc

Search individual by organization criteria

xavier

Re: Search individual by organization criteria

kasiawaka

Re: Search individual by organization criteria