I'm somewhat new to working with system tables but I am trying to create a criteria that could pull the data from Name Status in the constituent record where we keep track of whether a constituent has died.
In version 10, when we changed the status to deceased it made it automatically inactive but it doesn't do that in version 11 and so we want to be able to pull anyone who has deceased in their name status and remove them from lists.
Here is what I created:Data Type: StringEdit Mask: alphanumericDetail Tbl: TX_CUST_KEYWORDDetail Col: !.key_valueReference Tbl: TR_NAMESTATUSRef Idcol: idRed Descol: descriptionRef Where:
This successfully created a criteria that gives me the dropdown correctly and I can chose "deceased" but when I pull the list, it doesn't return any constituents even though I know there are active constituents with the status "deceased."
Can someone tell me where I'm going wrong?
Hi Jacob
I believe you want to change two columns here:
Detail Tbl: T_CUSTOMERDetail Col: !.name_status
It is also possible to remove deceased names after the output set has been run. If you include the sort_name field in your output set and sort by that field the deceased names will jump to the top. They have a blank sort name. I also like to add the output set criteria Customer_name_status as a column. Again, you can sort by this and remove anyone that falls under your deceased status.
Food for thought anyway. Not sure if that will make life easier or not. :)
Scratch that.... My brain just caught up to the situation!
There are list criteria already that do what you're looking for! Under the constituent folder you should see "Name 1 Status" and "Name 2 Status" options. Easy peasy!