Author Topic: Search Result profile with activity fields, or...? (Read 931 times)

mtndan · June 24, 2009, 06:32:54 am

Hi folks,

Our site has a bunch of activities with various custom fields. For example, we have an org type of "property" and an activity called "property visit". This activity has some custom fields like "visit report filed y/n" and "followup letter sent y/n".

I'd like to build a search that shows:

org name, activity status, activity custom field 1, activity custom field 2

I can't figure out how to get at activity fields in a profile. I was able to build a drupal view with this data but I would like to keep the Civicrm functionality (actions menu etc...).

Any ideas?

Thanks in advance.

Dave Greenberg · June 24, 2009, 11:29:20 am

You can't do this with profiles. But, you can build this functionality using the "custom search" framework. There is an existing custom search on Activities which you could probably adapt pretty easily to your needs - and custom searches automatically "come with" the action menu.

You will need some PHP and SQL skills for this.

http://wiki.civicrm.org/confluence/display/CRMDOC/Custom+Search+Components

mtndan · June 24, 2009, 12:19:22 pm

Thanks Dave, I'll give it a shot.

mtndan · July 14, 2009, 07:34:24 pm

Dave, would CiviReport be a better option for this?

Quote from: Dave Greenberg on June 24, 2009, 11:29:20 am

You can't do this with profiles. But, you can build this functionality using the "custom search" framework. There is an existing custom search on Activities which you could probably adapt pretty easily to your needs - and custom searches automatically "come with" the action menu.

You will need some PHP and SQL skills for this.

http://wiki.civicrm.org/confluence/display/CRMDOC/Custom+Search+Components

Donald Lobo · July 14, 2009, 08:29:17 pm

if you want the actions menu and other search options, custom search will be a better match than civireport

lobo

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Author Topic: Search Result profile with activity fields, or...? (Read 931 times)

mtndan

Search Result profile with activity fields, or...?

Dave Greenberg

Re: Search Result profile with activity fields, or...?

mtndan

Re: Search Result profile with activity fields, or...?

mtndan

Re: Search Result profile with activity fields, or...?

Donald Lobo

Re: Search Result profile with activity fields, or...?