Author Topic: Views - filter contacts by events they are registered to? (Read 809 times)

naomisl · December 09, 2014, 06:59:10 pm

I'm working on creating a report, which I think is best done in views but I'm happy to be told otherwise. It should display all the children who are registered to attend an event and their parent's info. I've gotten as far as integrating Views with CiviCRM, but I'm not finding the filter options I need to display only contacts registered for an event, nor am I quite understanding how to work the relationships so that parents are shown. If documentation answering these questions exists, would you please point me to it? If not, does anyone have ideas about how I can create this report?

petednz · December 09, 2014, 08:28:32 pm

hi naomi - you will need something like the attached - screenshot included too.

note the View starts with CiviCRM Participants in this example, then you add on the 'relationships' and filter to the Event.

hope it helps - if it does i will add to our 'treasure chest'

naomisl · December 10, 2014, 10:28:18 am

This is great, thank you so much!

It looks like children with 2 parents will display twice on the list, once for each parent, but that isn't a huge deal, as we can sort by name.

I haven't yet managed to make a second relationship work, such that contact C is the child's emergency contact, but it seems like it should be possible.

naomisl · December 10, 2014, 10:31:58 am

As a side note - do you keep said "treasure chest" somewhere such that I could go spelunking? It sounds like a great resource, if so.

petednz · December 10, 2014, 10:59:31 am

You can use 'group by' or better still 'accordions' so you only have one reference to the child but multiple parents.

Said 'treasure trove' is here - not a great array of treasures but goal is to keep adding the example views. may be more like a dress up box ;-)

http://fuzion.co.nz/treasure-trove

naomisl · December 10, 2014, 11:59:48 am

I may have been over confident in my ability to add another relationship to this view...

I think that the issue isn't actually my ability to handle relationships, but rather the custom fields & relationships in the system which may not need some tweaking. So far I've found that "emergency contact" is not a relationship which views can handle, even though it is listed, and does not have any obvious differences from the parent-child relationship when viewed in customize data>relationship types. I've also found that some custom fields, which are set to be used for contacts, will not show up and will in fact delete the results I've already got. Perhaps this is becasue I am searching for participants instead of contacts? But I'm using "civicrm contacts: display name" to get the participant's names, and that hasn't been an issue. Any suggestions to help me out on either of these issues?

Thanks for linking me to the treasure!

naomisl · December 10, 2014, 12:09:25 pm

Got the custom data working! Even though you can find "civicrm contacts: customdatahere" in the dropdown, you actually have to use "civicrm custom: customdatahere" for the field. It always happens that as soon as I decide it's hopeless and post, I find answers.

Still stumped on the emergency contacts though.

petednz · December 10, 2014, 12:17:14 pm

have you tried clearing drupal caches? sometimes i find it takes a 'kick' to make drupal views be aware of 'new' things in civi

naomisl · December 10, 2014, 12:45:25 pm

Hm...that doesn't' seem to be the issue, too bad. I like easy answers.

To troubleshoot, I just took away the parent relationship from the view and added only the emergency contact relationship, and it still doesn't display the emergency contact. It seems to be a probablem with the relationship itself. I wonder if I need to do something in the views integration to fix it? Would that make any sense? What kind of thing would it be that I did if that's the case?

petednz · December 10, 2014, 01:07:52 pm

i haven't had a case where Views didn't just automatically know about 'new relationships' but ....

is this a relationship between ... what. Contacts? Orgs and Inds, inds and orgs, sub contact types?

naomisl · December 10, 2014, 02:39:57 pm

Just a plain relationship between individual contacts. An adult has the relationship of "emergency contact of" a child. No permissions or anything fancy.

petednz · December 10, 2014, 08:13:33 pm

this rings a feint bell from when i renamed a relationship and something choked - maybe try resaving relationship types? (guessing)

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Author Topic: Views - filter contacts by events they are registered to? (Read 809 times)

naomisl

Views - filter contacts by events they are registered to?

petednz

Re: Views - filter contacts by events they are registered to?

naomisl

Re: Views - filter contacts by events they are registered to?

naomisl

Re: Views - filter contacts by events they are registered to?

petednz

Re: Views - filter contacts by events they are registered to?

naomisl

Re: Views - filter contacts by events they are registered to?

naomisl

Re: Views - filter contacts by events they are registered to?

petednz

Re: Views - filter contacts by events they are registered to?

naomisl

Re: Views - filter contacts by events they are registered to?

petednz

Re: Views - filter contacts by events they are registered to?

naomisl

Re: Views - filter contacts by events they are registered to?

petednz

Re: Views - filter contacts by events they are registered to?