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
Hi Nicholas,
Try this in T_KEYWORD:
Description: (your naming choice)Data Type: StringEdit Mask: NoneDetail Tbl: T_CONTRIBUTIONDetail Col: case when ISNULL(!.notes,'') = '' then 'N' else 'Y' endRef Tbl: TR_GOOESOFT_DROPDOWNRef Idcol: short_descRef Desccol: descriptionRef Where: code = 1
Just tried that in my test system and it seems to do the trick!
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.
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