10
votes
How can I change the date format in a Search Kit result?
You must be on CiviCRM 5.47+ to have the "Use Smarty in Search Kit rewrites" feature.
Create a Search Display based on your search - e.g. Add » Table using the Add button in the left pane.
...
- 38.6k
8
votes
Accepted
Is there a way to freeze column headers in SearchKit?
You can add CSS in your theme file
div.crm-search-display-table table thead tr {
position: sticky;
top: 42px;
box-shadow: 0 2px 2px -1px rgb(0 0 0 / 40%);
}
- 30.7k
7
votes
How to count individuals by age bracket?
I was able to create the search, thanks to the input of petednz.
First, create a data segmentation for the age brackets, like so:
Next, you can use the data segment in the group by clause of the ...
- 153
5
votes
Does CiviReport have a concept of "Group By"?
Reports for Contributions have grouping and quite a few in the 'Extended Reports' extension (which I guess most would use) as well. The 'Report Plus' extension has grouping also. So CiviCRM certainly ...
- 4,720
5
votes
Accepted
Find Contacts with no Relationships
Thing which works is "include/exclude custom search" : "Search -> Custom searches -> Include / Exclude Search" or /civicrm/contact/search/custom?csid=4&reset=1 Thanks @Coleman!
- 1,839
5
votes
Find Contacts with no Relationships
One way of achieving your goal would be via a temporary group:
Using advanced search, search for all contacts who do have a relationship (simply open the "Relationships" tab, enter nothing, and ...
- 17.5k
5
votes
How can I place an "Add Record" button on a contact tab built with Search Kit?
There is no UI to do this, but you can use the Form Code Editor extension, which ships with CiviCRM.
Go to Administer menu » System Settings » Extensions and enable the Form Code Editor extension.
Go ...
- 38.6k
5
votes
Accepted
How can I search contacts removed from a specific group?
I authored Subscription History Report and it's a good choice, but these days I would use Search Kit (an extension which ships with CiviCRM - Administer menu » System Settings » Extensions.
From there,...
- 38.6k
5
votes
Accepted
Make a SearchKit viewable with minimal permissions
Yes. You can do this by embedding your Search Display in an Afform, and controlling the permissions from there. To do so you want to disable permission checks on the Search Display:
And on the Afform ...
- 17.5k
5
votes
Can filter values be passed in via the URL to Form Builder Search Forms?
Yes, in the table display add a filter for the argument you want to allow to be passed in. Set the value to be read from the URL and specify the field tag you want to use. Then append #/?field=value ...
- 12.9k
5
votes
Accepted
How to download SearchDisplay results as a PDF via API4
you need to specify --user parameter in the cv API call otherwise the fetch will be treated as anonymous user and will return blank results if the results don't have access to an anonymous user. ...
- 30.7k
4
votes
Multiple financial types from contributions - how does one search donors to find those that have contributed to only one financial type?
You can do that with SearchKit:
See this link on dmaster.
If you don't see all the options, check you are on the latest release. This works on current master which is 5.48.alpha1 (and maybe earlier)....
- 12.9k
4
votes
Is there a way to modify/customize the fields shown in the Group Contacts Window?
Alternatively, you can build your own using the rapidly-evolving Search Kit.
For example, try this on dmaster.demo.civicrm.org
(screenshot added for posterity)
Results:
- 12.9k
4
votes
How to search active relationships (e.g) during past year?
I would do the following, although it's a bit complicated so maybe you will want to develop a custom search after reading :).
Create a smart group to keep track of your active volunteers by searching ...
- 1,499
4
votes
Accepted
How can I create a group containing all contacts with more than one email address?
This is an old question but has a new solution using Search Kit:
See here
From the search, you could create a smart group.
The original solution looks for multiple addresses even if they are the same....
- 12.9k
4
votes
SearchKit vs CiviReport vs Jasper: Best reporting tool to integrate into Civi?
Reporting needs vary widely, and Jasper is a heavy-duty solution compared to pretty much anything else.
SearchKit is the future of advanced report building within Civi. CiviReports is clunky and ...
- 38.6k
4
votes
Accepted
Sharing access to a search kit display table with non-admin user
Alright, in case this is useful for anyone else -- it looks like the answer was that I needed to be embedding my Search Kit search into Form Builder rather than just the using the Search Kit displays.
...
- 113
4
votes
Accepted
Search Kit - List of Events with their real total amounts
I think what you want can be accomplished by filtering out transactions with an incomplete status, like this:
- 17.5k
4
votes
Can front end forms display recent entries?
SearchKit is your friend! (... assuming your front-end is on the same site as Civi. I don't think we have a good way to send SearchKit results to a remote site yet.)
In SearchKit, create a search:
...
- 12.9k
4
votes
SearchKit - can I return the first four characters of a string?
I've put up a PR to make LEFT(), RIGHT() and SUBSTRING() available. If you don't want to wait for the release with these, just put a copy of those files into the right place.
That will let you show ...
- 12.9k
4
votes
Is there an "Deliver report by email" equivalent for SearchKit?
There doesn't seem to be an extension, but see this recent discussion on chat for an option from Demerit, which I'm pasting here:
"I don't recommend this as a real solution, but for something ...
- 3,993
3
votes
Does CiviReport have a concept of "Group By"?
You can build that with Search Kit
Try this on dmaster.demo.civicrm.org
- 12.9k
3
votes
How can I create a group containing all contacts with more than one email address?
Here's a hack that only works if you're not using the "Do not SMS" field for contacts, if you do, find a different one.
Use that field as a temporary flag to identify contacts in the group, using sql ...
- 6,644
3
votes
How can I search contacts removed from a specific group?
How about using Subscription History Report
- 30.7k
3
votes
Search Kit with an auto toggle
I think you're looking for the Auto-run setting that appears on the search display edit page (not the compose search page).
Add a display to that search (using the Add dropdown at the left) and then ...
- 21.7k
3
votes
Accepted
How can I include two types of contribution in a single report
SearchKit is your friend! It can do 'or' in the search.
See this :
- 12.9k
3
votes
Controlling Available Search Kit Actions at a Granular Level
The hook will work to do what you want, but you should inspect the $tasks variable to see what it looks like. The array is keyed by entity type so your code needs to be updated accordingly.
But as ...
- 17.5k
3
votes
Controlling Available Search Kit Actions at a Granular Level
As of CiviCRM v5.60 this is now doable in the UI!
Selecting only certain tasks:
Results in limited choices:
See https://github.com/civicrm/civicrm-core/pull/25521
- 17.5k
3
votes
Can I get ALL contact's emails in CiviCRM reports?
It's simple with Search Kit: see here
You say: "There is with Search Kit, but an option with Reports would be much better for automatic processing" - what 'automatic processing' are you ...
- 12.9k
3
votes
Show all contributions from top donors
In Search Kit, try this
Create the search as:
Note the 'Group By' contact ID, and 'total amount' field added twice - once as 'sum', once as 'list'.
You might want additional 'where' clauses for '...
- 12.9k
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