Questions tagged [searchkit]

Questions or answers relating to Search Kit

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2 votes
0 answers
25 views

Sorting by a list column in a Search Kit

I have contacts that can be related to other by RelationshipA or RelationshipB. I created a query in Search Kit to return the primary contact and the related contacts and everyone's email address. I ...
  • 135
1 vote
1 answer
25 views

Search by custom field with searchkit

Is it possible to search contacts by custom fields with SearchKit ? I can't find a way to do it. I need to list contacts where Contact Subtype = "parent" and "has a relationship with a ...
1 vote
1 answer
27 views

Search Kit search for cases and roles

On search kit I am trying to create a table with case related information in it (e.g. case status, case type, country). To achieve this I have created a 'search for cases' with the relevant filters ...
  • 11
2 votes
1 answer
38 views

Search Kit - related contacts query

Hoping for some Search Kit advice / guidance. I have a search that brings in various contacts as outlined below: Contact 1 (Individual) - the volunteer - has associated custom data and a relationship ...
3 votes
1 answer
46 views

Search Kit - List of Events with their real total amounts

What we want We want to have a Search that shows us the upcoming Events with the Total Amount paid for each event. Something like this: Our problem While listing the upcoming events is easy, showing ...
0 votes
1 answer
16 views

SearchKit is not displaying contacts with a specific membership type

I am looking for a way to build a SearchKit report that displays all contacts with a specific membership type. My initial search was based on the Contacts table with (optional) Contact Membership ...
  • 303
1 vote
1 answer
20 views

Delete Table in Searchkit

When I create a table in Searchkit and choose the delete button the table isn't being deleted. Any thoughts on how I can solve this coz I'm getting a list of obsolete ones. It puts a line through ...
  • 127
0 votes
2 answers
56 views

Search Kit not working in Civicrm 5.52.0

Civicrm 5.52.0 Wordpress 6.0.1 PHP version 7.4.30 Last week I upgraded to 5.52.0 which has been working fine, that is until today when I tried to take a look at Search Kit and Form Builder which are ...
  • 974
0 votes
0 answers
16 views

Can I exclude Contacts in Trash with Searchkit

Is it possible to exclude any contacts that are in trash when creating a search using searchkit? I've created a search that shows Company address with Finance Contact and email address but I'm being ...
  • 127
1 vote
0 answers
50 views

Class 'Civi\Api4\Event\Subscriber\SearchKitSubscriber' not found

I've been finding recently that our cron is often failing. Our host doesn't keep output from the cron processes in the logs, so it's hard to establish the differences between the times that it works ...
3 votes
1 answer
42 views

SearchKit: how to find largest contributions?

Suppose I want to display a table of largest contribution per contact AND its date. Consider: This search produces the contact name, a list of amounts and a list of dates. Changing the field ...
  • 11.4k
1 vote
0 answers
18 views

Using afform components via WordPress shortcodes on non-Pages/Posts

I'm trying to use a shortcode to display a Search Kit Form on the Thank You page for a Petition that contains the Date, First Name, and Comment of all the petition signers. When I input the shortcode, ...
6 votes
1 answer
55 views

Is there a way to freeze column headers in SearchKit?

Is there a way to freeze a column header on a SearchKit Table display like you would on a spreadsheet? We have several SearchKit Tables that take up more than 1 page and it would be nice to have the ...
  • 303
1 vote
0 answers
19 views

Custom link on search results generated from search kit

You can add a custom link to a search result, but is there a way to add a custom link with some conditional logic based on entity id(contact id, activity id)?
2 votes
0 answers
30 views

Can filter values be passed in via the URL to Form Builder Search Forms?

I see that Submission forms allow arguments to be passed in via the URL. Can the same be done for filters on Search Forms? Eg if I show Activities in a table that can be filtered by Assigned To ...
  • 1,017
0 votes
1 answer
31 views

Show all contributions from top donors

I am trying to report on our top donors by year. I can see where to pull the top donor report, but that only aggregates the contributions per donor. That is part of what I need, but I am missing how ...
1 vote
1 answer
64 views

Search kit display on user dashboard

Is it possible to add a search kit display on the CiviCRM user dashboard page and also filter the result based on the contact record?
0 votes
1 answer
39 views

Use search kit like a pivot table?

Ive used search kit and created a list of service user demographics, there are 7 columns, age, gender, ethnicity etc. I then download the csv, copy and paste to excel and then have to create pivot for ...
2 votes
2 answers
41 views

Can I get ALL contact's emails in CiviCRM reports?

By default, CiviCRM Reports include only contact's Primary email. How can I create a report which includes all contact's emails? Alternatively, is there a way I can export ALL users with ALL emails? (...
  • 1,012
4 votes
1 answer
129 views

How can I change the date format in a Search Kit result?

I have a Search Kit search that shows the date like this: November 1st, 2012 12:00 AM. I want to reformat this as 11/01/22. How can I do this?
3 votes
2 answers
119 views

Controlling Available Search Kit Actions at a Granular Level

Some permissions allow actions that may not be desirable to have as a search action that can be done en masse. e.g. I may want contacts to merge records but not delete records en masse on a search ...
  • 2,964
1 vote
3 answers
33 views

How can I include two types of contribution in a single report

I have Contacts with 2 types of Contributions. A) Contribution with CONTRIBUTION SOURCE = keyword B) Contribution with CONTRIBUTION NOTE = keyword How can I include both types of CONTRIBUTIONS in a ...
  • 1,012
2 votes
1 answer
33 views

Return one line per contact in searchkit

I'n building a report of contact demographics using searchkit for event participants Starting with the Contact entity, joining participant and event entities and initially filtering by event type and ...
  • 1,944
1 vote
1 answer
31 views

How do I create a report that displays Contacts created in the last (say) 30 days?

This question was asked in October 2020. The answer was to use Drupal or Data Processor. We're using WordPress and we don't have the expertise to use Data Porcessor. Have there been any work-arounds ...
2 votes
1 answer
68 views

Make a SearchKit viewable with minimal permissions

I have a SearchKit that is based on the Participants table. I created a table display that allows the user to see basic information on the participants (name, home city/state, participant status). ...
  • 303
1 vote
1 answer
24 views

Search Kit with an auto toggle

Wondering how to get the auto search toggle enabled for search kit Is it a option by default or does it take customization... here are two images side by side two diff systems both run on drupal 7
  • 41
0 votes
2 answers
183 views

How can I search contacts removed from a specific group?

I need to find contacts that have been removed from a specific group to add them back again in. I can find using custom search if they're not in a group, but not if they were in a specific group. Is ...
0 votes
0 answers
37 views

Needing a way to sum a column in a searchkit report

We have several reports that involve quantities (resources purchased, donations, participant attendance, etc) and we would like to be able to sum all values in a column. I haven't found a quick way to ...
  • 303
0 votes
1 answer
42 views

How can I place an "Add Record" button on a contact tab built with Search Kit?

I've created a Search Kit that shows only activities of a particular type, and I use Form Builder to build a tab on a contact record with this search. This is very helpful, but we want an "Add ...
1 vote
1 answer
28 views

Can I use tokens created with hook_civicrm_tokens to alter fields in SearchKit Displays?

I've written a SearchKit search with Contacts and Related Contacts, and wish to combine the names into one field on output. I know I can use the Combine Text field transformation to simply add the ...
2 votes
1 answer
64 views

Show "total contributions" from all results in data processor or search kit?

I've created a few contribution reports using data processor / search kits / afforms for my colleagues. They work great as my colleagues can quickly see the contributions as well as performing ...
  • 61
0 votes
0 answers
10 views

SearchKit and MySQL table civicrm_entity_file

I'm building an Activity report that needs the count of files attached to each. I can't, however, find the content of table "civicrm_entity_file" (or APIv4 File::) offered as an Entity in ...
  • 607
0 votes
1 answer
16 views

Finding CDN Tax receipts sent

I just ran our receipt job for last year and saw that 13 contributions were marked as ineligible. Unfortunately, unlike an import job, there is no report of what those ineligible contributions are. I ...
  • 632
0 votes
0 answers
53 views

Styling issues on searchkit display

We are currently running CiviCRM 5.41.2 and using Shoreditch 1.0.0-beta.9 with Shoreditch CiviAdmin Companion Drupal theme as the admin theme. I used a SearchKit List Display and Afform to create a ...
  • 303
3 votes
2 answers
46 views

Group by Activity Date in Search Kit (rather than date and time)

Is there a way in Search Kit to group activity results by Activity Date rather than date and time? I am looking to build a report that will allow someone to compare daily totals (and other details) of ...
2 votes
1 answer
48 views

Multiple financial types from contributions - how does one search donors to find those that have contributed to only one financial type?

we have an umbrella organisation that accepts donations (contributions) for multiple financial types (Artist 1, Artist 2, etc.). Some donors may contribute to more than one financial type. We want to ...
1 vote
1 answer
25 views

Display number of records returned in a query

Is there a way to display the number of records returned in a SearchKit query? We would like to have an easy way to see the number of records being displayed in each of our SearchKit reports. Once we ...
  • 303
2 votes
1 answer
51 views

Limit search of Activities to Cases for which I am the coordinator

The search specified below (image and Query Info > API below) works brilliantly. It shows all activities and their corresponding cases where the Activity is "open" (i.e. not Completed nor ...
  • 607
2 votes
1 answer
68 views

Search view that shows the mutual relationships between two contacts

We need to be able to see the common relationships between two contacts. Or essentially, who they both know and organizations they both have a relationship with. For example, between Contact A's ...
  • 21
0 votes
0 answers
16 views

Can you create a select menu that contains all values in a certain column?

Is there a way in afform/Form Builder to create a select menu that contains all values in a specified column? An example would be First Name. I know that afform offers search fields, but these are ...
  • 303
0 votes
1 answer
28 views

Search builder fails In Group and Not In Group Search

This was run on your demo account using Search Builder. All the records selected are in both groups. 8 Contacts Group(s) In Advisory Board ...AND... Group Status 'Added' ...AND... Group(s) Not In ...
3 votes
1 answer
35 views

Horizontal scroll bar on searchkit/afform

We have been using SearchKit and Form Builer (afform) to develop new reports for our teams. Some of the tables have grown to be quite extensive. The headers are becoming difficult to read because the ...
  • 303
0 votes
1 answer
38 views

How do you create reports that show the number of

We need to report on various demographics (gender, age, sexuality, ethnicity, etc...) and changes over time... So far, I seem to only manage to produce lists of individuals / contacts that match each ...
  • 15
1 vote
1 answer
51 views

Can you Make a Report, that provides the Number of Employees (relationships) for every Employer?

The report would simply be a listing of employers and the number of employees or current relationships that employer has. Employer # of Employees Apple 2456 Google 3845 CiviCRM 4 Taco Bell 5500 ...
  • 3,219
2 votes
2 answers
43 views

Is there a way to modify/customize the fields shown in the Group Contacts Window?

Is there a way to modify/customize the fields shown in the Group Contacts Window? When we're looking at the Contacts in a Group, under >Contacts >Manage Groups, is there a way to modify this ...
1 vote
3 answers
63 views

Does CiviReport have a concept of "Group By"?

My org wants to know which countries were represented at an event. A simple way to do this is to "group by" country. Does CiviReport have a concept of grouping by a column?
  • 387
2 votes
1 answer
87 views

Sharing access to a search kit display table with non-admin user

I need to share search kit display tables with Civi users who are not at the admin level. These users have access to view all the contacts in the search, and all tables relevant to the search. I'm ...
2 votes
1 answer
49 views

Custom (Non-CiviCRM) MySQL Tables in SearchKit and Afform?

I'm loving the features of SearchKit with Afform/Form Builder. Very powerful and straightforward to use so far. We have several entities/tables in MySQL that we use in conjunction with Civi tables (...
  • 753
4 votes
1 answer
66 views

SearchKit vs CiviReport vs Jasper: Best reporting tool to integrate into Civi?

it's been a while since I've reviewed all the BI reporting options available to us, and I'd love to get feedback on what people are using these days. For years now, I've combined any Civi install with ...
  • 753
1 vote
2 answers
49 views

Search kit list display broken

My Search kit list display does not show a list of searches anymore. The console says the following: I am using civicrm 5.40 drupal 7.82 Anyone has a clue on where to start solving this?