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  • CiviCRM Community Forums (archive) »
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  • Search by Response?
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Author Topic: Search by Response?  (Read 1369 times)

daybell

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Search by Response?
January 24, 2012, 08:35:26 am
We are using relationships to track voter ID information (Individual X is a supporter of Organization Y).

I have set up civiCampaign, and created a phone survey. Results are recorded as one of five options (supporter, leaner, opposed, undecided, refused to answer).

I can see a list of the results through reports, but I need a way to either:

1) create a list of contacts with "supporter" as the survey result (so that I can create the individual-organization relationship from the search page), or even better

2) instead of/in addition to the survey recording an activity, it would record that relationship.

I can search to find a list of contacts who have taken a specific survey, but have failed so far in finding a way to return only those with a specific survey result.

Any thoughts out there?

Thanks,
Morgan

Donald Lobo

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Re: Search by Response?
January 24, 2012, 09:06:56 am

hey morgan:

1. does the report allow you to filter by result? I guess not :( If not, would be great if you can get your integrator to contribute a patch to add that functionality

2. You can potentially record the relationship by implementing a hook. This should be fairly easy

lobo
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daybell

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Re: Search by Response?
January 24, 2012, 11:17:31 am
Thanks lobo. I will see about getting some help with a hook.

Reports > Survey Report (Detail) does not allow filtering by survey result, but Reports > Activity Report does. From the Activity Report, it looks like the only bulk action I can take on those contacts is to add them to a group (haven't tried it yet). I think my workaround will be to add those contacts to a temporary group, and then search on that group to get a list of contacts for which I can then create the relationship.

Morgan

daybell

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Re: Search by Response?
January 25, 2012, 09:23:03 am
Well, that workaround didn't work. "Add these contacts to group" seems to add either the source contact or the assignee contact to the group, but not the target contact. (I am not sure which it takes, since they are the same in my test surveys, but I'd guess source contact since that is the contact included in the civicrm_activity table).

Morgan

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviCampaign (Moderators: Kiran Jagtap, xavier) »
  • Search by Response?

This forum was archived on 2017-11-26.