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Contribution Notes present List Criteria?

Nicholas Hudson-Ellis (Past Staff Member)
$organization

Hello all,

I am trying to write a custom List Criteria element that looks for any value in the Contribution Notes column (!.notes in T_CONTRIBUTION), but have hit a bit of a wall.

Has anyone created a list criteria lets an end user choose Yes/No based on a length greater than 0 in a column like Contribution Notes?

This List Criteria will help us close a loop on preparing a report for staff who prepare membership packs for us. We have a custom Output Set Element that pulls the Contribution Notes (Thanks David Roberson!), and now just need a List to generate only constituents who made a Contribution, and have Notes, which will be used to give instructions to the staff.

Thanks all!

Nicholas

  • $organization

    Hi Nicholas,

    Try this in T_KEYWORD:

    Description: (your naming choice)
    Data Type: String
    Edit Mask: None
    Detail Tbl: T_CONTRIBUTION
    Detail Col: case when ISNULL(!.notes,'') = '' then 'N' else 'Y' end
    Ref Tbl: TR_GOOESOFT_DROPDOWN
    Ref Idcol: short_desc
    Ref Desccol: description
    Ref Where: code  = 1

    Just tried that in my test system and it seems to do the trick!

  • $organization in reply to Beth Hawryluk

    Yes! Thanks Beth, you're a star!

    I'm going to incorporate this into a pretty merged report for our volunteers. I'll post back when that's complete. 

  • $organization in reply to Nicholas Hudson-Ellis (Past Staff Member)

    Ok, I now have a working solution for this type of report. I couldn't get the merge logic to make everything tidy and on one page, but it's pretty close. If anyone can see a solution to the merge problem, please let me know.

    Process

     

    • Create custom List criteria in T_KEYWORD provided by Beth (thanks again!!)
    • Create custom Output Set Element in TR_QUERY_ELEMENT that allows a Contribution Date Range
    • Make a new List with the criteria: Fund, Contribution Date (set to between for the last batch of memberships), and the custom criteria from Beth to only include contributions with notes. S
    • Output set element with: Contribution Date Range (set to the same range as the list criteria), Salutation 1, Contribution Notes (custom element made from modifying standard Contribution elements), Contribution Fund Name
    • Running the execute an output set report into the Word Merge template that presents these on a document (template on my profile).