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Questions tagged [searchkit]

Questions or answers relating to SearchKit

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1 vote
1 answer
37 views

Search Kit Match pattern

I am trying to run a search that would return first names that are random string of letters/numbers. We had a lot of spam come through a signup form, where first names look like "sldkfmVUnkdUnnns&...
erin's user avatar
  • 241
1 vote
1 answer
28 views

Customize column headings in results of SearchKit

How can I customize the column headings (aliases) in the results of a SearchKit search? The column names are sometimes very long and non-intuitive for my end users, especially when you join with 2-3 ...
NormK's user avatar
  • 13
0 votes
1 answer
27 views

SearchKit table display link is missing URL parameter

I have SearchKit searches/tables on cases that that use a link on the ID column. Some of them - I presume the ones that I built last - don't have URL parameter cid in it and thus lead to errors when ...
Jan's user avatar
  • 107
1 vote
1 answer
26 views

How to sort the result of a Search Kit?

I have a multi record date custom field related to contact. When I view the result of the submission of the custom field in search kit the result shows in random order. How do I sort in Ascending/...
Tapash's user avatar
  • 3,004
1 vote
0 answers
21 views

SearchKit: GroupBy Rows/Columns?

Would it be possible to create a [pivot?] table in SearchKit, where rows are Membership Type(-s) and columns are Membership Statuses, with sum of results in cells? Used to be possible with the ...
yurg's user avatar
  • 2,050
0 votes
0 answers
15 views

Limit Access to Form (Formbuilder)

I am currently familiarizing myself with FormBuilder. I see it is possible to limit access to a Form by ACL Permissions. But is there a way of limiting Access by group or even individual user? If not, ...
BennHi's user avatar
  • 11
2 votes
1 answer
35 views

Public member directory (built with SK & Afform): can I inset a 'contact member' link?

I have built a public Member Directory using Searchkit and Formbuilder (https://cgdent.uk/member-register/[Member Register]1) and want to add a mailto-type link without exposing the member's preferred ...
Simon Thornton-Wood's user avatar
1 vote
1 answer
12 views

Participants: Contact Summary Events

I would like the DEFAULT order of the event listing on the Events tab of a contact summary page to be ordered by Register Date (newest first). Editing Contact Summary Events Tab allows me to toggle ...
Steven James's user avatar
2 votes
1 answer
78 views

Can you transform a searchkit search / table into a dashlet for dashboard?

I created a search in searchkit and created a table - can I also create a dashlet of the search for my dashboard?
themak's user avatar
  • 3,441
2 votes
1 answer
45 views

Creating a Search Kit Contact Summary Tab for activities, how do you only display activities of a specific activity type for the contact being viewed?

Civi version 5.71.2 Wordpress 6.4.3 I have only been successful at either getting all activities of the specific type for all contacts in the system viewed on the specific contact page, or, the ...
not_even_close_to_baseline's user avatar
1 vote
1 answer
25 views

Help with Searchkit query on Non members

Hopefully very easy but I want to build a search kit of people in a mailing group (Historic Event Attendees) who are NOT current members. When I do Status = Empty, I get 378, but when I do Status = ...
Mike Wilson's user avatar
2 votes
1 answer
11 views

In a data export how can I only include the country name if not the local country?

I'm exporting address data to a CSV file that will subsequently be used to produce postal mailing labels by a third party mailing house. I want to suppress the inclusion of the country name, but only ...
Graham's user avatar
  • 4,055
2 votes
1 answer
24 views

How to get a feedback statistic using civicrm custom field?

I have created a set of custom fields with 5 questions. It has 5 radio button rating 1 to 5. Then the questions were used in a profile to receive feedback from customers for the services they are ...
Tapash's user avatar
  • 3,004
0 votes
1 answer
20 views

How do I show count of all participants and count of participants that meet a criteria (searchkit)

I'm trying to build a table that shows something like this: EventTitle | EventStart | Total Participants | Count of Participants with CustomField=Y Using searchkit, I can get this easily: ...
richardsplayground's user avatar
0 votes
0 answers
18 views

How to Stop Searchkit Grouping / Lists from Truncating Data

I am running a search in searchkit - Its for event participants and I have the results grouped by a custom field. Its great, but the email field (list) seems to truncate any data over 1024 Characters ...
themak's user avatar
  • 3,441
0 votes
2 answers
72 views

SearchKit: Complex contribution reports – duplicating issues

Essentially, I'm trying to create a report that lists all contributions per contact per year; one row per contact and a column for each year's total (say for the past five years). Pulling the ...
Sam Hunt's user avatar
0 votes
1 answer
31 views

How can you bulk update contacts found using search kit?

Is anyone else having issues updating contacts via profile using searchkit? I click the contacts I want to update, I select update profile using actions - I choose the profile - then nothing happens. ...
themak's user avatar
  • 3,441
2 votes
1 answer
179 views

Searchkit - Can you search for any email that matches criteria?

Search Criteria - in a certain group AND one of the contact's emails contains a certain domain or word. Right now I think I can only search primary email email and I have to create or arguments for ...
themak's user avatar
  • 3,441
1 vote
1 answer
85 views

Get list of all expiring memberships, but excluding all those that have been "renewed" with another membership type

I need to send reminders to expiring memberships. But I would like to exclude all those that have been "renewed" with another membership type (bought another membership type that ...
masetto's user avatar
  • 183
3 votes
3 answers
84 views

How can I use the membership payment table in searchkit?

I want to create a search using searchkit that identifies contributions (payments) with memberships, which are connected using the civicrm_membership_payment table. I actually want to list the ...
Alan Dixon's user avatar
  • 6,851
1 vote
0 answers
21 views

SearchKit join custom entity reference field fails

I am trying to build a SearchKit query that joins cases with events via a custom reference field inside an activity. So the link is case -> case activity -> event and SearchKit offers me the ...
Jan's user avatar
  • 107
2 votes
1 answer
105 views

How do you display searchkit results, tables, lists, on members-only pages within WordPress?

I have created a searchkit query and results of our membership listing that I want to allow all the new and current members to be able to access. I tried a searchkit display page (with a URL like &...
Mark's user avatar
  • 217
0 votes
0 answers
15 views

Both Classic Search and SearchKit: "90150 records selected for export" - would this work in browser?

It seems the only way of exporting some 90+ K contacts is via CLI. I wonder, what would be a maximum number of contacts export threshold via GUI?
yurg's user avatar
  • 2,050
2 votes
1 answer
61 views

How do you display searchkit results, tables, lists, on public pages?

Using 5.69 / Wordpress How can you display a table created in searchkit on a public facing page on a wordpress site? Thanks!
themak's user avatar
  • 3,441
1 vote
1 answer
34 views

How Can I Get SearchKit to Display Upcoming Events

I want to display a list of upcoming events on our site. Can I do that using searchkit? Whatever I attempt to do seems to fail - for the record - we have atleast 20 upcoming events. If I remove the is ...
themak's user avatar
  • 3,441
0 votes
0 answers
62 views

SearchKit not working - Entity SearchSegment not loaded

As described in other questions, the tabs "notes" and "relationships" have disappeared from my contact summary page after they have been updated to be based on SearchKit. However I ...
Steve's user avatar
  • 11
3 votes
1 answer
128 views

SearchKit configuration management

We have quite a few SearchKit searches and now associated search forms associated with them. I am trying to understand how CiviCRM manages these files and what the best practice is for configuration ...
ChumKui's user avatar
  • 777
0 votes
0 answers
20 views

SearchKit Actions button disabled / Authorization failed

Drupal 7, CiviCRM 5.69.2, PHP 7.4, Smarty 2. Have been trying to set some 2K+ emails on hold via the beautiful SearchKit, however the "Actions" button does not summon any actions on click - ...
yurg's user avatar
  • 2,050
1 vote
2 answers
99 views

Best way to go from an Excel list of Contact IDs to a Civi group

I get regular requests to turn an external list of contact IDs into a Civi group. I don't have a nice way of doing this atm. Search Builder The best approach I have so far is with Search Builder, of ...
Andrew West's user avatar
  • 2,044
1 vote
1 answer
47 views

Can you save sort order in SearchKit? What is Compose Search?

I am creating a mail report and I want to sort by Scheduled Date (decending). When I save the search, all looks good, but when I come back to the search or view results, it defaults to sorting by date ...
themak's user avatar
  • 3,441
3 votes
3 answers
259 views

How do I create a SearchKit report that segments data based on a multi-valued custom field?

I have a custom field that allows users to select multiple options using a checkbox input. The custom field has: Option A Option B Option C ... The user can pick one or more of these, e.g. A+B or A+...
William Mortada's user avatar
3 votes
1 answer
39 views

How to get the "Modified by" data in a SearchKit query?

In a SearchKit query, how can we get the values of the field "Modified by" that can be seen in the change log of a contact? For what is worth, we have advanced logging enabled ("Logging:...
icaria36's user avatar
0 votes
1 answer
66 views

Is it possible to use a URL format "https://[something]/[Tag]" to generate lists of contacts or activities using that Tag?

SearchKit and FormBuilder are a fantastic couple and I'm creating various reports and dashlets for my CRM colleagues. I have a display showing all tags sorted by the amount of times they are used in ...
icaria36's user avatar
0 votes
1 answer
59 views

Search Kit Issues

I truly appreciate the help I have been given with my various issues. I have applied the fixes in my test site and they work just fine however when I opened SearchKit in my production site to apply ...
Paul Butler's user avatar
0 votes
0 answers
22 views

SearchKit - tag more than one contact

Can anyone give me an idea where this error is coming from and how I could fix it? https://speicher.dienstleistungskombinat.de/s/w6YWHL9gYwqibwY LG Gregor
Gregor's user avatar
  • 59
2 votes
1 answer
104 views

How to download SearchDisplay results as a PDF via API4

I'm looking to take periodic PDF snapshots of a SearchDisplay's output for archiving purposes. I see Demerit's option as a possible solution, but in my tests so far the cv api4 SearchDisplay.download ...
Justin657's user avatar
  • 365
2 votes
1 answer
73 views

SearchKit - Can't figure this out - works until I add a second join

I asked a question about CSV downloads and was suggested to look at SearchKit to make this work. I have a SQL command that works, but just lists the contents. select civicrm_registered_dogs....
Norm Dressler's user avatar
2 votes
1 answer
147 views

SearchKit: How to display cases with related contacts and roles with more than one case per client?

I am struggling to create a SearchKit for the following usecase: I want to show a list of cases with their clients etc, but also with related contacts with a role on each case, e.g. the client's "...
Andreas's user avatar
  • 313
1 vote
1 answer
50 views

How to get substring of a SearchKit result column?

How to get substring of a SearchKit result column? I want to truncate the event start time from 17:15:00 to just 17:15. What I have: My test setup is newest WP 6.3.2 and newest CiviCRM 5.66.0. ...
Torben Gundtofte-Bruun's user avatar
1 vote
1 answer
62 views

CiviEvent + SearchKit = number of free slots in an event?

How to create a SearchKit result of CiviEvent events, where the result contains the number of free slots left in the event? What I have: My test setup is newest WP 6.3.2 and newest CiviCRM 5.66.0. ...
Torben Gundtofte-Bruun's user avatar
0 votes
1 answer
71 views

How to generate a report of changes to a contact's custom fields (showing the before/after text labels) from Civi's detailed log?

The Ask My client has to manually reconcile people records with an external system. This requirement calls for a report to be run on a periodic basis, say weekly, that shows changes to certain custom ...
Justin657's user avatar
  • 365
2 votes
0 answers
74 views

Is it possible to filter activity date by 'most recent'?

I'm running a SearchKit with 2 stages: Firstly, find contacts who completed a specific activity within a certain date range. Easy. Then, for those contacts, pull results for other activities completed ...
Sally's user avatar
  • 21
0 votes
1 answer
61 views

Can't access SearchKit as non-admin

I can only access SearchKit as an admin. I have another role with the permissions "administer CiviCRM System", "administer CiviCRM Data", "SearchKit: edit and delete searches&...
Maria's user avatar
  • 11
1 vote
0 answers
42 views

Group by Having criteria in searchkit results

I'm trying to create one report showing groups of total sum quantities in ranges. I'm sure there may be other, better ways to do this, perhaps with smartgroups but those solutions have also eluded me. ...
Damon Kirkpatrick's user avatar
1 vote
1 answer
71 views

Find or create token for field on related contact?

I administer a CiviCRM site for an education NGO. I'd like to be able to customize emails to let people know the school board and region we think they are in, so they're certain which event they ...
kapn's user avatar
  • 919
0 votes
2 answers
25 views

Is the previous basic search available in 5.66?

After installing 5.66 on test, the previous basic search (Search/Find Contacts) has been replaced by the new Search Kit basic search, which is good. However as a bug re. ACLs hasn't been fixed (this ...
Andy Clark's user avatar
  • 4,845
3 votes
2 answers
335 views

How to calculate number of days to/from a date

In a SearchKit query I'm looking to add a column that tells me the number of days from today to/from a date field. Basically datediff() from today. If the date is in the future, say tomorrow, the ...
Justin657's user avatar
  • 365
1 vote
0 answers
17 views

Batch Memberships Update via Profile - Expiration Date changes not saved due to "Is_override" field not avail in Profile

Thought it is possible to batch update a few membership statuses via profile, wanted to clear Expiration Dates, however changes only partially stick: while Status saves, Expiration Date stays, which ...
yurg's user avatar
  • 2,050
2 votes
1 answer
44 views

Historical Membership Count reports based on Calendar Year

We are using CiviCrm 5.65.1. We would like to extract historical membership counts for certain time periods in the past say CAlendat Year 2014, 2015 etc. The typical membership status that we have ...
markd's user avatar
  • 71
4 votes
1 answer
127 views

Is there an "Deliver report by email" equivalent for SearchKit?

CiviCRM provides an api by which we can create Scheduled Jobs to send CiviReport output via email on scheduled basis. Is there any out-of-the-box functionality (probably via an extension, I would ...
TwoMice's user avatar
  • 1,824