Ticket #458 (closed feature-request: wontfix)

Opened 2 years ago

Last modified 21 months ago

Add Custom Data to Search Views

Reported by: http://josephlacey.myopenid.com/ Owned by: http://josephlacey.myopenid.com/
Priority: critical Milestone: 5
Keywords: Cc:
Project Area: Registration and Donations Project: Registration
Skill Set Required: Code/Development/Programming

Description

CiviCRM bars adding Custom Data to search result listings. This is a constraint of the UI profile building, but this should be customizable with use of form hooks in a separate module.

Data from USSF Participant Organization Custom set needs to be incorporated into a new Search View. Sector Data needs to be added to the Search View as well.

Change History

Changed 2 years ago by sgroganb@…

The information that I am most frequently getting requests for is a list of organizations who have registered, and what their payment status is. I understand that physically, individuals are the ones attending the forum, but I don't know the name of the registering attendee for every organization that is registering for the forum. So I need to be able to see which organizations have been paid for and which are pending.

Seems like the answer to this is to do this advanced search:
* Tag: "2010 USSF Registered"
* Relationship: "Registering Attendee for"
* Contribution type: "Event Fee"
AND EITHER
* Contribution status: "Pending" (for those who have not paid)
OR
* Contribution status: "Completed" (for those who have already paid)

The CRUCIAL MISSING PIECE is that we need a CONTACT VIEW that includes:
* Registering Attendee name
* Organization name
* Contribution amount
* Contribution status
* Contribution received (date)

I believe if we have that contact view I can do this search more easily.

Changed 2 years ago by sgroganb@…

  • priority changed from major to critical

i meant to tag this as critical, it's really making my work hard to not have the ability to view this contact information all in one place.

Changed 2 years ago by https://id.mayfirst.org/jamie

  • milestone changed from 5 to 4

Moving up to milestone 4.

Changed 23 months ago by https://id.mayfirst.org/malloryk

  • milestone changed from 4 to 5

Changed 23 months ago by sgroganb@…

hey, thanks for catching this to keep it on the radar... it is still pretty critical, any idea when this can happen? It will probably save me a couple hours per week once I'm able to view data across multiple modules.

Another search I've had a hard time finding a view for is one that shows organizations and how many people they have registered. This might be best set up with a report, but I still haven't found the way to view that. Perhaps it's connected to the issue y'all are working on regarding organizations' ability to add additional people to their registration? see #484

Changed 21 months ago by http://josephlacey.myopenid.com/

  • status changed from new to closed
  • resolution set to wontfix

This has been resolved with the Custom exports that jamie has created and the registration/view look up form.

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