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Output elements for custom contribution fields?

Anne M Robichaux
$organization

Hello,

We use two of the custom fields in contributions to record membership card names. I'm trying to pull these into output elements and I'm stuck. I have a view set up as

[dbo].[LV_MEMBERSHIP_CARD] AS
select T_CONTRIBUTION.customer_no, custom_1, custom_2, expr_dt
from T_CONTRIBUTION
join TX_CUST_MEMBERSHIP
on T_CONTRIBUTION.customer_no=TX_CUST_MEMBERSHIP.customer_no

That I'm pointing my elements to, but I'm getting multiple lines per constituent and only when I use a filter on the expiration date do I even get the custom fields to fill in. My list has date parameters, but when I run it with this output set I'm getting every membership on the record. 

Has anyone else set something like this and have any advice?

Thanks!
Anne Robichaux
The Historic New Orleans Collection

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  • $organization

    Hi Anne! 

    There is a way to do this with some standard functionality. There are three standard output set element groups (TR_QUERY_ELEMENT_GROUP) that can include the custom fields: Contribution, Contribution - First, and Contribution - Most Recent. "Contribution" returns all contributions for a constituent unless you use a filter; the other two return only 1 row per constituent.

    To demonstrate, let's say you want to add an element for custom field 1 to the Contribution - Most Recent group. You would need to add a new row to TR_QUERY_ELEMENT with the following settings: 

    • Description: Custom 1 (or you can change this to match the name of the field) 
    • Group Id: Contribution - Most Recent
    • Data Select: !.custom_1
    • Single Row: Checked

    The Single Row checkbox should be checked for any elements in Contribution - First or Contribution - Most Recent, and it should be unchecked for elements in Contribution.

    Hope that helps! 

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  • $organization

    Hi Anne! 

    There is a way to do this with some standard functionality. There are three standard output set element groups (TR_QUERY_ELEMENT_GROUP) that can include the custom fields: Contribution, Contribution - First, and Contribution - Most Recent. "Contribution" returns all contributions for a constituent unless you use a filter; the other two return only 1 row per constituent.

    To demonstrate, let's say you want to add an element for custom field 1 to the Contribution - Most Recent group. You would need to add a new row to TR_QUERY_ELEMENT with the following settings: 

    • Description: Custom 1 (or you can change this to match the name of the field) 
    • Group Id: Contribution - Most Recent
    • Data Select: !.custom_1
    • Single Row: Checked

    The Single Row checkbox should be checked for any elements in Contribution - First or Contribution - Most Recent, and it should be unchecked for elements in Contribution.

    Hope that helps! 

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