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When using custom searches such as the Include/Exclude search, the resulting contacts can be exported, but there's no option given to select the fields. Fields to be included in the export file are apparently predefined in the search. That might make sense in some cases, but we have a scenario where the export file is pretty useless. Working around this with a temporary group or tag is a hassle.

Why is it that field mappings are not provided here? And can anybody assess what it might take to alter that behaviour in core, or which follow-up problems that would possibly implicate?

  • Yep, this has tripped us up a couple of times. I am asking on of our team to do a quick estimate on this to get a sense of what is required in case you might be able to help fund it. – petednz - fuzion Jun 8 '17 at 19:52
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Martin - one of our team had a quick dig. He says there is code that is intentionally preventing this, presumably as there is no presumption on what entity (member/contact/activity) is involved in the search.

Code involved is here: https://github.com/civicrm/civicrm-core/blob/master/CRM/Export/Form/Select.php#L81-L88

If that is enough for you to make a custom change (hack) to your system to get you over the hurdle, then good luck (normal warnings apply ie backup, etc)

If you would like us to work with you to sort this out either just for your situation, or a more generic fix that could end up as a community contribution (change to core, extension etc) then pls get in touch.

  • Thanks, Pete. Patching the code led to follow-up problems, namely all contacts instead of the search result being exported. I guess we will file an issue and try to contact core team next. – Martin Peth Jun 13 '17 at 15:12
  • Okay. You are welcome to approach Partners such as Fuzion (us) to get these fixes done too. – petednz - fuzion Jun 13 '17 at 20:52
  • I'm not sure if it's really just a fix. In the meantime, I found this here in the issue tracker where the core team rated it as a feature in its own right: issues.civicrm.org/jira/browse/CRM-8140 Makes me think it might be not that simple. We'll await the core team's estimate. Thanks again, Pete! – Martin Peth Jun 14 '17 at 7:06

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