I am new at my organization, and I am trying to create an output set that gives a me patron names based on a list of ticket buyers that I created. I know how to create an output set from a list, but the output I am getting is listing "The Smith Household" because that is what was created in their records as their lname. Their actual last name only appears in their constituent record under "affiliate1" . I don't see an element in output sets that lets me pull by affiliate.
How do I get my list of ticket buyers to output as "lname", "fname"?
Thank you.
Hi Dennis
You'll need to create new output set elements to pick up the lname and fname from the A1 and A2 affiliated constituents of the Household in your List.
There's a reference page in here to a T-Cast session on how to work with Output Sets, and it links to a document called the "Output Set Cookbook" which has lots of recipes for new elements that you might want to create.
Not this one, sadly... But the easiest place to pick up those values is from the view called VB_CUSTOMER, which is what we've done. Because it's meant to be a "bridging view" to help you deal with the transition from v10 to v11 or 12, it's not guaranteed to persist, but it's still there in v12, so it's safe for a while, at least. And given it's so useful for stuff like this, hopefully it will hang around. I've attached a little snapshot below of the relevant bits from our TR_QUERY_ELEMENT table that pull from VB_CUSTOMER. Hopefully it will appear... otherwise you can see it here.
Ken