Creating a "Deceased" Criteria for Extractions

Then we use a list that sort of looks like this.

We look at both Inactive Reason and Name Status.

So we have a very old Name Status item in our system.  Check again to make sure that you do already have this in your system.

Here are the data items for T_Keyword.

Description:        Name Status

Data Type:          Number

Edit Mask:                                                                           This field is blank

Detail Tbl:            T_CUSTOMER

Detail Col:            ISNULL(!.name_status, 1)

Ref Tbl:                 tr_namestatus

Ref Idcol:             id

Ref Descol:         description

Ref Where:                                                                         This field is blank

Ref Sort:              description

Category:            Constituent

Use For List:       List Only

Multiple Value: [ ]                                                            This is not checked

Control Group: (Default Group)                                You should set this correctly for your organization’s security or if no concern then this will do.

The Remainder are Not Checked or Blank

Keyworkd Desc: The status on constituent record.  This includes things like deceased.

Hope this helps.

--Tom

…

718.724.8135

tbrown@BAM.org

From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Jacob Marx Rice
Sent: Wednesday, April 23, 2014 3:58 PM
To: Thomas Brown
Subject: [Tessitura Technical Forum] Creating a "Deceased" Criteria for Extractions

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: String
Edit Mask: alphanumeric
Detail Tbl: TX_CUST_KEYWORD
Detail Col: !.key_value
Reference Tbl: TR_NAMESTATUS
Ref Idcol: id
Red Descol: description
Ref 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?

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Then we use a list that sort of looks like this.

We look at both Inactive Reason and Name Status.

So we have a very old Name Status item in our system.  Check again to make sure that you do already have this in your system.

Here are the data items for T_Keyword.

Description:        Name Status

Data Type:          Number

Edit Mask:                                                                           This field is blank

Detail Tbl:            T_CUSTOMER

Detail Col:            ISNULL(!.name_status, 1)

Ref Tbl:                 tr_namestatus

Ref Idcol:             id

Ref Descol:         description

Ref Where:                                                                         This field is blank

Ref Sort:              description

Category:            Constituent

Use For List:       List Only

Multiple Value: [ ]                                                            This is not checked

Control Group: (Default Group)                                You should set this correctly for your organization’s security or if no concern then this will do.

The Remainder are Not Checked or Blank

Keyworkd Desc: The status on constituent record.  This includes things like deceased.

Hope this helps.

--Tom

…

718.724.8135

tbrown@BAM.org

From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Jacob Marx Rice
Sent: Wednesday, April 23, 2014 3:58 PM
To: Thomas Brown
Subject: [Tessitura Technical Forum] Creating a "Deceased" Criteria for Extractions

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: String
Edit Mask: alphanumeric
Detail Tbl: TX_CUST_KEYWORD
Detail Col: !.key_value
Reference Tbl: TR_NAMESTATUS
Ref Idcol: id
Red Descol: description
Ref 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?

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!