Output household information including constituency on an affiliate

Former Member
Former Member $organization

We're just starting to build out custom output set elements, and one of the things at the top of the wishlist is to be able to see whether a member (or members) of a household have a particular constituency, such as Board. Our development department almost always uses the "replace individual constituent with household, if one exists" option when building lists/extractions since gifts and memberships are at the household level, but certain constituencies are stored at the individual level. Aside from using the "Constituency_incl_affiliate" output element, which requires a list and is not specific to one constituency, is there a way to output households with information from the individual level? Thanks!

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  • We have an Output Set element that does this - it returns the constituency string as seen in the header.  In TR_QUERY_ELEMENT:

    • Category = Constituent
    • Data Select = !.const_list
    • Data From = (select customer_no, dbo.fs_const_string_new(customer_no, 'Y') const_list from t_customer)
    • Single Row = ticked

    Give that a go and holler back if you have any problems!

    Martin

  • Former Member
    Former Member $organization in reply to Martin Keen (Past Member)

    Hi Martin,

    Thanks so much for your reply! We can output the constituency string in the header, but we're hoping to target individual constituencies a little more closely, i.e.: If someone in the household is a Board member, display "Board Member;" if not, display a blank. 

    Leslie

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