CiviCRM Community Forums (archive)

*

News:

Have a question about CiviCRM?
Get it answered quickly at the new
CiviCRM Stack Exchange Q+A site
This forum was archived on 25 November 2017. Learn more.
How to get involved.
What to do if you think you've found a bug.



  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Search only active records
Pages: [1]

Author Topic: Search only active records  (Read 1259 times)

dcalp

  • I’m new here
  • *
  • Posts: 17
  • Karma: 0
Search only active records
June 10, 2008, 02:06:27 pm
Hi all!
First steps with Civi, I find it great. I work for a farmers non-profit organization in Argentina.
It has a complicated structure, I'm not sure yet where to use hard groups,  or simulate it with organizations and households. But this could be a matter of a future question.

What I need to know now is a way to have searches that only give "active" individuals. For example, some people have rotating positions within the organization (i.e. they are Presidents of their groups). I want to search for Presidents and have only the actives.
The only way I found to do this is to create a President membership and a smart group with the current membership status. It seems complicated, someone knows a better way?

Thanks a lot!
Kind regards

Diego

Matt2000

  • I post frequently
  • ***
  • Posts: 288
  • Karma: 27
    • http://www.ninjitsuweb.com
Re: Search only active records
June 10, 2008, 07:52:18 pm
You could use Groups, Tags, or custom fields to designate certain contacts as 'Active.'

http://wiki.civicrm.org/confluence/display/CRMDOC/Tags+vs.+Groups+vs.+Custom+Fields



Drupal/CiviCRM micro-blogging http://twitter.com/matt2000

Ninjitsu Web Development http://www.NinjitsuWeb.com/

dcalp

  • I’m new here
  • *
  • Posts: 17
  • Karma: 0
Re: Search only active records
June 11, 2008, 05:29:45 am
Hi Matt:
Thanks for your suggestion, but I need something associated to dates.
The positions I'm talking about have starting and ending dates. While the ending date is empty, the contact is active. Mark the record as inactive in other way doesn't keep this historical information. Besides, one contact may have several positions, and may be active in some of them, and inactive in others.

Kind regards

Diego

Dave Greenberg

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 5760
  • Karma: 226
    • My CiviCRM Blog
Re: Search only active records
June 11, 2008, 10:44:00 am
Take a look at using "Relationships" for this. They persist as "inactive" when a past End Date is set. Since you haven't really outlined the structure (i.e. Presidents of what ??) - this may or may not make sense - but creating a "President of" relationship and linking people to their orgs may work.

... and one warning... this approach won't work to well for you until 2.1 is released. Prior to 2.1, Advanced Search on relationships doesn't allow you to filter on active vs. inactive relationships.

If relationships don't work / make sense (i.e. you don't care what they are president of...) - then just putting Presidents in a static "group" might work. We do persist the date that a contact is added / and when they are removed.
Protect your investment in CiviCRM by  becoming a Member!

dcalp

  • I’m new here
  • *
  • Posts: 17
  • Karma: 0
Re: Search only active records
June 11, 2008, 12:16:59 pm
Dave, thanks a lot!
I already evaluated relationships in my structure planning, and it may work if the search work as you described. I will be looking forward to version 2.1
You also add valuable information for me about the static groups, I'm going to check it.

Kind regards

Diego
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Search only active records

This forum was archived on 2017-11-26.