Hello Everyone,
I had found a post about adding parameters to List Manager to be able to pull people who have an inactive constituency. For example, we mark volunteers using a volunteer constituency. However, we are unable to pull anyone who used to be a volunteer due to the end date of the constituency. This post was over 10 years old so I was not able to find the article it referenced. Does anyone know how I can add or find the criteria to be able to pull inactive constituencies into list manager?
Thanks!
Samantha WilsonSenior Database ManagerThe Neon Museum
Samantha,
Given your title, I am going to assume that you have SQL skills. What we did was to simply create a VIEW to take care of that. The normal list manager element uses a VIEW called VXS_CONST_CUST. So I just created a local VIEW called LVXS_CP_INCONST_CUST and set up a new list manager element called "Inactive Constituency". Was pretty easy, and works like a charm. We use it for former volunteers and especially former board members, too.
Hope this helps.
John A. Moskal II
Hi John,
Unfortunately, I do not SQL skills. Thank you for taking the time to provide this information!
If you or anyone else on staff do or even just have SSMS access and rights, I would be more than happy to provide you with the logic for the VIEW that we created. It would not be the most difficult thing to do in terms SQL work.
Apart from that, I do not believe there is any way to modify the existing standard VIEW that to get inactive constituencies to show. But maybe someone else knows differently.
You could just create some criteria elements pointing directly at TX_CONST_CUST.
You could just put in some criteria in a manual list.
This should work.
Hi Samantha,
I took a slightly different route to John. I created a custom view but removed the start/end date restriction altogether.
For us, the benefit of this was that the view included active AND inactive constituencies and allows the use of a Start Date and End Date criteria in List Manager.
Happy to share if anyone would like the code.
Martin