4

I am trying to create a smart group for contacts that have activity added by specific person.

Advanced search allows me to search either (1) for contacts based on some activity; (2) for activities based on who has added the activity.

But unfortunately not for contacts based on who has added the activity.

UPDATE: (Tested on CiviHosting demo site.)

Advanced search parameters:

  • Display Results As: Contacts

  • Basic Criteria - Complete or Partial Name: Errol

  • Activities: (*) Added by

RESULT: Search returns Errol as the only result, not all contacts whose activities have been added by Errol.

enter image description here

  • Seems that in Advanced Search isn't possible to get it. Maybe a bug or an incomplete development? I suspect that the added by filter applies to nothing. But if you try the search as I suggest on civicrm.stackexchange.com/a/18863/104 with Activity Search the filter can be applied correctly. – Francesc Bassas i Bullich Jun 1 '17 at 8:03
  • @FrancescBassasiBullich Not really, Search Builder returns a lot of false positives. – Aivars Jun 1 '17 at 15:35
  • I'm not refering to Search Builder. Take a look at Search > Activity Search – Francesc Bassas i Bullich Jun 1 '17 at 16:03
  • Indeed, Activity Search produces correct search results. However, this search can't be saved as a Smart Group. Is it a bug that this functionality does not work in Advanced Search? – Aivars Jun 1 '17 at 17:03
2

In Advanced Search and Activity Search you can filter by 'Added by'.

Activity Search form filtered by 'Added by'

Also you can use Search Builder form and filter by 'Activity' with 'Source contact' = ...

Search builder form filtered by activity with source contact

  • It returns me way more contacts that are in any way associated / connected with particular Source Contact (either if I indicate name or email). – Aivars May 31 '17 at 18:14
  • Maybe a bug? Anyway I edited answer adding an alternative way but that contradicts the description of the question you do. – Francesc Bassas i Bullich May 31 '17 at 19:07
  • 1
    Aivars - perhaps confirm on one of the demo sites to help confirm if this is a bug. – petednz - fuzion May 31 '17 at 19:22
  • @petednz-fuzion Is it a bug or expected behavior? I updated the initial post to include a quick test on the demo site. – Aivars Jun 1 '17 at 7:42
1

Based on a very quick test Search Builder may give you what you want eg enter image description here

  • oh i see my answer is same as Francesc - maybe grab my image and put in his answer? – petednz - fuzion Jun 2 '17 at 4:17
  • On CiviHosting demo site (civicrm.demo.civihosting.com/civicrm) I open Search Builder. I setup the search like in your screenshot, only the Source Contact ID is 38 (i.e., Adams, Errol). It returns me a list of different contacts like Adams, Kenny / Adams, Rolando and so on. When I click on these contacts, I can't find any reference whatsoever about Activities connected with Errol (Source Contact ID=38). Is it a bug? – Aivars Jun 4 '17 at 7:25
  • 1
    I concur that using Search Builder and Source Contact ID is not giving the expected result – petednz - fuzion Jun 5 '17 at 20:10

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.