Questions tagged [searchkit]
Questions or answers relating to SearchKit
128
questions
0
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0
answers
17
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
- 41
2
votes
1
answer
83
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 ...
- 175
2
votes
1
answer
54
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....
- 803
2
votes
1
answer
102
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 "...
- 311
1
vote
1
answer
30
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.
...
1
vote
1
answer
53
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.
...
0
votes
0
answers
29
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 ...
- 175
2
votes
0
answers
45
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 ...
- 21
0
votes
1
answer
31
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&...
- 11
1
vote
0
answers
20
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.
...
0
votes
2
answers
22
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 ...
- 4,720
3
votes
2
answers
303
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 ...
- 175
1
vote
0
answers
12
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 ...
- 1,829
2
votes
1
answer
34
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 ...
- 71
3
votes
1
answer
88
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 ...
- 1,794
1
vote
1
answer
52
views
How to Search for Contacts stored in a Contact Reference Custom Field
Got a Civi newbie question.
I'm looking to use a Contact Reference custom field as a foreign key in a many-to-one entity relationship, but I don't see how to build the search query properly in ...
- 175
1
vote
1
answer
36
views
error (infinite loop ?) when using formbuilder + autofill + autocomplete existing user
Summary
Our use case is probably very common : a form where a parent can fill in his own data and the data of his children, with "parent of / child of" relationships.
In order to avoid ...
0
votes
0
answers
20
views
error when using formbuilder + autocomplete existing user + sub-type
Summary
Our use case is probably very common : a form where a parent can fill in his own data and the data of his children, with "parent of / child of" relationships.
In order to avoid ...
2
votes
2
answers
33
views
Searchkit deselect with group by option and how to save the sorting
I have two questions:
How can I save the sorting of the results in a Searchkit search so that, for example, used in a dashlet, it always shows the most recently changed contacts at the top?
and
If I ...
- 41
0
votes
1
answer
23
views
No attachments in Searchkit
Is there a possibility to view attachments in recent searchkit? I can't find a reference in entity dropdown. If it's not implemented, do you know where it would fit best?
- 1,294
1
vote
1
answer
48
views
SearchKit: How can I do math on currencies?
I'm trying to replicate a (buggy) report in Extended Reports, basically:
Campaign
Goal
Amount Raised
Amount Left
Capital Campaign
$10,000
$8,000
$2,000
Another Campaign
$15,000
$6,000
$9,000
The ...
- 38.5k
4
votes
0
answers
44
views
Calculating the difference between current date and case start date on searchkit
I am currently trying to find the number of days between the current date and the case start date using searchkit. I have tried the "Date between two dates" function on Searchkit, however it ...
- 73
1
vote
0
answers
26
views
Searchkit - error after saving searches in 5.63.2
I updated my side from 5.58.1 to 5.63.2. Now as soon I save an existing searchkit search, I got an error: "message" => "Invalid field ''". Before saving, the searches runs. New ...
- 11
1
vote
1
answer
55
views
How can I display a count of new donors by month?
This seems a reasonable enough request but I can't put it together.
Here's what I've tried:
Contribution Summary Report - Does not contain the "Contribution Ordinality" filter (though ...
- 38.5k
1
vote
1
answer
43
views
Limited Activities Showing On SearchKit Display
Currently we have a SearchKit display to show activities on a case that are use to link to a form. Some activities are not showing as we expect on the final display.
As an example, there are currently ...
- 81
2
votes
1
answer
45
views
CiviCRM SearchKit Field Style
I have built a table in SearchKit and I want to colour the rows based on a person display name. Whilst the available styles are useful I would like to expand these to have more colours available I ...
0
votes
2
answers
61
views
Finding contacts with no activities in the last 18 months- using searchkit
I'm trying to use search kit to find contacts who have had no contact with our organisation in the last 18 months.
Building this as a contact search, and then searching on contact activities
So date ...
- 2,037
2
votes
2
answers
69
views
SearchKit - can I return the first four characters of a string?
I would like to run a report of UK postcodes with aggregation. The first four characters of the postcode give an area of perhaps a few square miles, the last three characters are specific to a street ...
- 1,000
2
votes
1
answer
73
views
Can you disable or organize searchkit searches?
Searchkit has become so powerful, we use it in place of reports for most things nowadays. This has led to a mess of a page. Luckily the search function has saved us a bit. However is there some way to ...
- 3,352
2
votes
1
answer
54
views
Link to Case from SearchKit Table Display
I'd like to build a report in SearchKit/Afform to replace the default Case tab so that I can organize cases by type a bit better but I can't figure out how to add a link to open the case in the table ...
- 41
1
vote
2
answers
39
views
Public membership register built on SearchKit Grid - how to link to individual detail form?
I have built a Membership Register using SearchKit / FormBuilder (https://cgdent.uk/civicrm/member-register-grid/). To enhance the Register, I would like to use the "Link" function in SK for ...
1
vote
1
answer
29
views
SearchKit: search for Cases with criteria relating to a custom field
In SearchKit, I am trying to search for Cases which have a specific value assigned to a custom field ("Case Subtype"), or for which the custom field is not populated.
I don't seem to be able ...
0
votes
0
answers
25
views
Allow Search using Enter key on search kit search form
Using search kit we can do Auto-Run and Button Click Search.
On Button search option, I Need to add functionality to search using Enter key too (just to avoid click button every time and do not want ...
- 323
0
votes
1
answer
25
views
Filter two activities by date in same searchkit query
I've built a stack exchange query
Search for activity type a
return "with" contact, actiivity date- some custom data
I want to add in custom data from another activity (type B) that ...
- 2,037
1
vote
0
answers
22
views
Search Kit results contain html code instead of plain text or formatted html
With search kit, I create a search which finds me details of acitivities.
When e perform the search, the text of the field "details" of each activity selected is displayed. Unfortunately, it ...
- 21
1
vote
0
answers
66
views
SearchKit: rewrite value dependent on value in a separate field
I am using SearchKit to build a professional membership register in Civi 5.58.1.
I want to show the value in a transformed field from the search (showing professional registration details), only if ...
0
votes
1
answer
39
views
I there way to intercept the API4 call made for SearchDisplay run
We are building a search form using a search kit. Based on saved search name
[
[
"SearchDisplay",
"run",
{
"return": "...
- 323
2
votes
1
answer
47
views
Search kit broken and templates not parsed
I have 1 local environment, 1 dev, 1 staging and 1 prod.
Everything is fine on local and dev, but on staging and prod, the SearchKit page looks like that:
The console says:
Error: [$injector:unpr] ...
- 191
0
votes
1
answer
28
views
Truncating text fields in searchkit
I'm building lists of incoming enquiries/referrals for our services.
Info comes in from a webform, and includes a text field to capture details of reasons for referral/ contact need.
Some of these ...
- 2,037
2
votes
1
answer
24
views
Why are SearchKit links blank if a data item is missing?
I am recreating some Drupal Views in SearchKit and it has gone well except for one thing - links. I'm not sure if what I am experiencing is a feature or a bug hence the question.
Our Views allow a ...
- 621
1
vote
1
answer
34
views
Report of who hasn't opened a mailing
On several occasions I've seen users who want to know who did not open a bulk mailing. While this can be figured out in various ways, it should be possible to produce such a report using Search Kit, ...
- 4,720
1
vote
1
answer
34
views
Adding permissions for SearchKit forms
I suspect the answer is 'you'll have to code it...', but SearchKit has advanced so rapidly, I thought it was worth asking the question.
I have a search form that I need to secure for a certain group ...
- 621
0
votes
1
answer
44
views
Search Kit fatal error
WP 5.7.8 PHP 8.0.26 civi 5.51.1 Search kit 5.51.1
Any search - I tested with simple contact = type individual, reports no result. Civi screen stays the same ie no error message just no result.
...
- 530
1
vote
1
answer
24
views
How Do you Display a Street Address using Searchkit?
I am performing a search in searchkit and I want to display the primary address in the search results. I can easily add city state and zip, but I cant seem to add the street address fields. Instead a ...
- 3,352
0
votes
1
answer
36
views
Searchkit: filter activity results in a query to show activity with earliest date
I have a list of cases- created in searchkit. And I've added in activity cases with a status of "scheduled".
Mostly- but not always this returns one activity per case. But sometimes it shows ...
- 2,037
1
vote
1
answer
61
views
DataProcessor vs SearchKit?
Which one to go? Both doing the same job, SearchKit is like a favourite kid. None satisfies my small task on 100% so which one to invest the time to, per your opinion?
- 1,829
3
votes
1
answer
37
views
SearchKit: incorrect contact profile opening from (list) Display Name column
When using SearchKit and there are multiple profiles in the same row of the result, when I click on a to open a contact profile, sometimes an incorrect contact profile will open.
This happens using ...
1
vote
1
answer
27
views
SearchKit: Adding Multiple Notes to Contact Reporting Not Working as Expected
When performing a contacts search using SearchKit, I'd like to be able to get a list of notes associated with a contact (e.g. return all the notes associated with them). If I search on Notes with ...
- 11
1
vote
1
answer
45
views
Search Kit - rewrite date to display one week earlier
How can I rewrite the date in search kit so that it displays a date '7 days prior'? Field is [start_date] of an event. One week before is the deadline for submissions. I just want to display that ...
- 59
0
votes
0
answers
25
views
How to add a custom Search Kit Task in a CiviCRM Extension
I am trying to write an Extension which defines and adds a new Search Kit Task to the system.
I have implemented hook_civicrm_searchKitTasks() and created a new Angular module (using Civix) as ...
- 823