Questions tagged [searchkit]

Questions or answers relating to SearchKit

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1 answer
6 views

SearchKit - Can I change a text search to whole word?

I have been experimenting with SearchKit - it has proved really useful. Thanks to everyone contributing. One of my fields on the form is a search on the Display Name of an orgnisational contact: All ...
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0 votes
1 answer
23 views

Automate from Searchkit to Google Sheets or Office 365

Has anyone found a way to daily send results from a Searchkit result or table to Google Sheets or O365 spreadsheet? Is there a way to have Microsoft PowerAutomate or Zapier get the table? Is there a ...
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0 votes
1 answer
18 views

Search Kit with a Form to search for all contributions greater than X Contribution ID

I just came across Search Kit as an answer to my Drupal Views that completely crashed after doing an update to Civi and Views. Cudos to those building Search Kit & Form Builder. From the little ...
  • 2,368
0 votes
0 answers
18 views

How do I stop searchkit from displaying a deleted event registration

Here is the scenario... Person registers twice for an event using different emails. We merge the contact, they show up as being registered twice for the event. No big deal, we delete the extra ...
  • 3,141
2 votes
1 answer
12 views

Tracking Repeat Attendees

I am looking to report on how many of our event attendees have previously attended an event, but I can't seem to find a way in search-kit. Search for "contacts who have registered for [event x] ...
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0 votes
0 answers
12 views

Cannot save tags on SearchKit saved search

We're having an odd problem with saving tags on SearchKit saved searches that I cannot replicate on dmaster. If you try to save a search with changes to the search itself or to only the tags, it works ...
  • 2,453
2 votes
1 answer
23 views

The "Update" action in SearchKit is not working after upgrade to 5.57.0

I updated the 3 sites I manage yesterday to 5.57.0. One is a D7 site and two are WP. Now on all of them, if I use SearchKit and then "Action > Update" the window to do the action does not ...
1 vote
1 answer
25 views

How to sum contributions in searchkit?

Sorry for the very basic question but I'm a bit stumped! I want to create a donors report with searchkit. Something simple : name and total donations. I see in this answer an option to "sum"...
3 votes
2 answers
85 views

How to count individuals by age bracket?

I wonder if it is possible in search kit to create a query that counts individuals by age bracket. A count by age is very straightforward but I don't know how to define age brackets like 0-10, 10-20, ...
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1 vote
1 answer
28 views

SearchKit: identify current Memberships where last recurring payment or instalment is too old

I would like to construct a query in SearchKit - if it is possible - that answers the question: "Find active (Current, New) Memberships where Contributions recur monthly and the last Contribution ...
2 votes
1 answer
33 views

SearchKit: return a value from one field based on the value in another?

I am building a Membership Directory using SearchKit and FormBuilder. The Directory includes details of statutory license to practice (regulator + licence number, combined in SearchKit as a string) (...
1 vote
1 answer
26 views

Search Kit: How can I sort a rewritten column by the new output (it's sorted by the overwritten content)?

I've learned here How can I change the date format in a Search Kit result?, that I can change the output of a date (in my case birth_date) through rewrite-option and smarty. The reason why is, that I ...
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2 votes
1 answer
26 views

Make Member Directory with SearchKit / FormBuilder which does not show all members

I have built a Member Directory using SearchKit with a SearchKit Table and filtered on the connected Form using the Contact Sort Name, which creates a user search box. I cannot see a way to prevent ...
0 votes
2 answers
21 views

Can I use SearchKit to display a specific Contact Tag on a public directory?

I am building a membership directory and want to display information on each member that is contained in the form of Contact Tags. I can obviously display the full list of Tags, but we use some for ...
0 votes
2 answers
32 views

Search Kit Actions do not appear on Form Builder form

I have a test search to select Contacts using Search Kit. I have created a Table display (with the Enable Actions option ticked), and including a menu section containing the default links. In the ...
1 vote
0 answers
30 views

Search Kit: Network Error issue when we use any query with Group By that gives results and then try to select "This Page"

Steps to reproduce: Select some filters (Addresses, Address Contact, Contact Type, Address Location, Contact Source) and grouped by 'Created Date" Click the checkbox at the header which selects &...
2 votes
2 answers
25 views

Find organizations that don't have employees with an active membership

To join, the employers of our members must sign an agreement. I would like to find organizations that have previously signed the agreement (indicated with a custom field), but no longer have any ...
1 vote
1 answer
22 views

CMS User Query with SearchKit

The "Advanced Search" interface has the following option: CMS User? Yes No Does the contact have a WordPress Account? However, I have been unable to find a similar option in SearchKit. Is ...
1 vote
3 answers
31 views

Can front end forms display recent entries?

Eg petition form page shows "Sue from Swindon just signed" Contribution shows "Tim from Tottenham just donated $20"
2 votes
1 answer
67 views

Is it 'Search Kit', 'SearchKit', 'Search-Kit', 'search kit'? 'Form Builder', 'FormBuilder', 'Form-Builder', 'afform'?

Questions and answers here on StackExchange and in the CiviCRM UI and documentation refer to these tools in various ways. What is the preferred way to refer to them?
  • 12k
2 votes
0 answers
36 views

Feature Request: Searchkit - new display format for representing diagrams

SearchKit and Formbuilder are impressively good at linking data from different entities and displaying them together. However, the display is so far limited to the view as table, list or grid. How ...
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2 votes
0 answers
32 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 ...
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1 vote
1 answer
34 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
29 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 ...
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2 votes
1 answer
54 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
51 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
19 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 ...
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1 vote
1 answer
22 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 ...
  • 151
0 votes
2 answers
65 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
18 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 ...
  • 151
1 vote
0 answers
67 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
46 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 ...
  • 12k
1 vote
0 answers
41 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
60 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 ...
  • 315
1 vote
0 answers
23 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)?
3 votes
1 answer
79 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 ...
  • 1,027
0 votes
1 answer
36 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
84 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
57 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
42 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
5 votes
1 answer
226 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
158 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 ...
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1 vote
3 answers
34 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
37 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 ...
  • 1,974
1 vote
1 answer
35 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
77 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). ...
  • 315
2 votes
1 answer
26 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
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0 votes
2 answers
190 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
47 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 ...
  • 315
0 votes
1 answer
63 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 ...