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Dynamic List problems

Beth Varro
$organization

Hi all,

I'm having some trouble with some dynamic lists not "dynamic-ing" as they ought to. Some of them work, but some do not: I seem to be seeing it when I have a series of lists that should be updating each other, eg:

list 1 has criteria for various giving years,
list 2 is "has list 1" plus some other giving in the "OR" section,
list 3 is "has list 2" plus yet more criteria in the "OR" section.

The idea is that I should be able to pull list 3 and it should give me an updated count from lists 1 and 2, but when I run list 3 the numbers don't change based on edits to list 1 or 2.  If I manually regenerate list 1 or 2, then those updated numbers will pull into list 3.  I haven't had time to nail it down in more detail, as I'm focusing on getting these to work so I can run my renewals for this month.

We're down an IT person right now, so I thought I'd post something here real quick: does anyone know of any obvious user errors or setup issues that would cause this?  Else we'll escalate to Tessitura help. 

Thanks, all!

Beth

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  • $organization

    Beth,

    I don't know exactly what your criteria are for your lists but I would probably try to combine them into one using the manual edit function - then make that list dynamic.  Using graphical edit you can only have one UNION (OR) but if you use manual edit you can have multiple without having to reference other lists.

    For example, lets say I wanted a list of constituents where:

    Constituency = 1 OR Membership Current in (x,y,z) OR Contribution Date >= 6/30/2011

    I would select the criteria of each one and then copy and paste the code into a new list - making sure to put a "UNION" between each bit of code:

    Select Distinct a.customer_no
     From t_customer a (NOLOCK)
    JOIN vxs_const_cust e (NOLOCK) ON a.customer_no = e.customer_no
     Where  IsNull(a.inactive, 1) = 1
     AND e.constituency in  (1)

    UNION
    Select Distinct a.customer_no
     From t_customer a (NOLOCK)
    JOIN V_MEMBERSHIP_CURRENT e (NOLOCK) ON a.customer_no = e.customer_no
     Where  IsNull(a.inactive, 1) = 1 
     AND e.memb_level in  ('X','Y','Z')

    UNION

    Select Distinct a.customer_no
     From t_customer a (NOLOCK)
    JOIN vs_contribution e (NOLOCK) ON a.customer_no = e.customer_no
     Where  IsNull(a.inactive, 1) = 1
     AND e.cont_dt >=  '2011/06/30'

    Let me know if that's clear. Would be glad to explain futher.

    Dale

Reply
  • $organization

    Beth,

    I don't know exactly what your criteria are for your lists but I would probably try to combine them into one using the manual edit function - then make that list dynamic.  Using graphical edit you can only have one UNION (OR) but if you use manual edit you can have multiple without having to reference other lists.

    For example, lets say I wanted a list of constituents where:

    Constituency = 1 OR Membership Current in (x,y,z) OR Contribution Date >= 6/30/2011

    I would select the criteria of each one and then copy and paste the code into a new list - making sure to put a "UNION" between each bit of code:

    Select Distinct a.customer_no
     From t_customer a (NOLOCK)
    JOIN vxs_const_cust e (NOLOCK) ON a.customer_no = e.customer_no
     Where  IsNull(a.inactive, 1) = 1
     AND e.constituency in  (1)

    UNION
    Select Distinct a.customer_no
     From t_customer a (NOLOCK)
    JOIN V_MEMBERSHIP_CURRENT e (NOLOCK) ON a.customer_no = e.customer_no
     Where  IsNull(a.inactive, 1) = 1 
     AND e.memb_level in  ('X','Y','Z')

    UNION

    Select Distinct a.customer_no
     From t_customer a (NOLOCK)
    JOIN vs_contribution e (NOLOCK) ON a.customer_no = e.customer_no
     Where  IsNull(a.inactive, 1) = 1
     AND e.cont_dt >=  '2011/06/30'

    Let me know if that's clear. Would be glad to explain futher.

    Dale

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