Exclude pledge from results (list manager)

I believe your list is querying the VS_CONTRIBUTION_WITH_INITIATOR view in SSMS, which has a column for cont_type. The value in that column is 'G' for Gift and 'P' for Pledge. I manually edited a query once to specify only gifts (AND a1.cont_type = 'G'), but you can also add criteria to the T_KEYWORD table. Not knowing what your comfort level is, I recommend manually editing the list query first.

1. On the Criteria tab in the list view, click "Show Query".
2. After the last "AND" in the second "INNER JOIN", add this line: "AND a1.cont_type = 'G'

You should be left with something that looks like this:

Be aware that some of these things might look slightly different in your environment, but it should point you in the right direction.

To add the criteria to list manager, you'll need access to the T_KEYWORD system table.

1. Find the "Contribution" criteria by searching for "initiator"
   1. This will give you any results that are in the "vs_contribution_with_initiator" view.
2. Pick an element to copy (I picked Contribution Amount)
3. Fill in the following fields with these values:
   1. Description = Contribution Type
   2. Data Type = String
   3. Edit Mask = None
   4. Detail Tbl = vs_contribution_with_initiator
   5. Detail Col = !.cont_type
   6. Category = Contribution
   7. Use For List = List Only
   8. Control Group = (Default Control Group)
   9. Keyword Desc = <Optional, but if you copy another element, make sure you change the description>
4. Click save

When you return to List Manager, and go into the list view, you should now be able to add a Contribution Type criteria.

There may be an easier solution, but this has worked for me. I hope this is helpful! Let me know if you have any questions.

Michael, thanks for the tip. I copied the line of code and added a parenthesis to the end of it (mind you I don't really know what I'm doing with code) but the following error came up.

I don't think I should be altering the system table just yet...

Michael, thanks for the tip. I copied the line of code and added a parenthesis to the end of it (mind you I don't really know what I'm doing with code) but the following error came up.

I don't think I should be altering the system table just yet...

Hmm, looks right to me, pretty much exactly like I've used it in the actual list when I first figured it out. You might try again--cancel out and don't save your changes. Then, go back in and add the line just like you have it. I've gotten similar errors before when I've tried saving list queries that I manually edited, and on a second attempt it worked without issue. If it's still throwing an error, you may want to open a ticket, or maybe someone with more expertise will jump into the thread.

If that doesn't work, could you paste the whole query in here, to see if there's any other spot where it might be hung up?

I would probably comment out (put two hyphens in front of every line) everything after inactive = 1 and insert AND a.fund in (41,16,... whatever got cropped in screenshot) into a new line between 'G' and the close parenthesis.