User Guide - English issueshttps://lab.civicrm.org/documentation/docs/user-en/-/issues2024-02-29T15:20:11Zhttps://lab.civicrm.org/documentation/docs/user-en/-/issues/465SearchKit: Search button2024-02-29T15:20:11ZJoeMurraySearchKit: Search buttonExplain what happens when clicked (old results disappear, etc.). Encourage progressive development of a Search by clicking Search after each change.Explain what happens when clicked (old results disappear, etc.). Encourage progressive development of a Search by clicking Search after each change.jonwattsjonwatts2023-12-03https://lab.civicrm.org/documentation/docs/user-en/-/issues/462SearchKit: With (optional)/With(required)/Without2024-02-29T16:23:35ZJoeMurraySearchKit: With (optional)/With(required)/WithoutDocument the join options, including Join ConditionsDocument the join options, including Join ConditionsKeith NunnKeith Nunn2023-12-03https://lab.civicrm.org/documentation/docs/user-en/-/issues/455Standalone Profile form documentation out-of-date2022-01-14T18:53:47ZSaltStandalone Profile form documentation out-of-dateThe documentation for creating a standalone form from a Profile suggests that there is a `HTML Form Snippet` option that does not appear in my installation (Drupal 8 and CiviCRM 5.38.1). I am not finding any other way to accomplish this ...The documentation for creating a standalone form from a Profile suggests that there is a `HTML Form Snippet` option that does not appear in my installation (Drupal 8 and CiviCRM 5.38.1). I am not finding any other way to accomplish this without using Webforms (which I'm trying to avoid due to past headaches). Would appreciate updated documentation!https://lab.civicrm.org/documentation/docs/user-en/-/issues/481SearchKit: Import/Export2024-02-29T21:30:37ZKeith NunnSearchKit: Import/ExportDocument the use of the import and export functionality to allow moving and sharing saved searches.Document the use of the import and export functionality to allow moving and sharing saved searches.Keith NunnKeith Nunnhttps://lab.civicrm.org/documentation/docs/user-en/-/issues/480Search: Search Result Actions2024-02-29T20:08:16ZgenadellettSearch: Search Result ActionsActions available from search results are consistent across CiviCRM. This is for developing documentation that explains the purpose and function of each action. This was born out of enhancing documentation for SearchKit actions and recog...Actions available from search results are consistent across CiviCRM. This is for developing documentation that explains the purpose and function of each action. This was born out of enhancing documentation for SearchKit actions and recognizing they are intentionally consistent with actions available elsewhere in the system.genadellettgenadelletthttps://lab.civicrm.org/documentation/docs/user-en/-/issues/479FormBuilder: Permissions Overview2024-02-29T16:00:27ZJoeMurrayFormBuilder: Permissions OverviewThere are fields that define Permission in various places in FormBuilder. This page will explain how they all relate to each other, and provide advice on a recommended "default" standard approach for some types of FormBuilders.There are fields that define Permission in various places in FormBuilder. This page will explain how they all relate to each other, and provide advice on a recommended "default" standard approach for some types of FormBuilders.NadaillacNadaillachttps://lab.civicrm.org/documentation/docs/user-en/-/issues/478FormBuilder: Overview2024-02-29T16:02:36ZJoeMurrayFormBuilder: OverviewPage providing an image at top labelling each section of the FormBuilder page, and describing at a high level what it does/is for. The standard terminology for different parts of page will be as follows:
Call the left: Palette
Call the r...Page providing an image at top labelling each section of the FormBuilder page, and describing at a high level what it does/is for. The standard terminology for different parts of page will be as follows:
Call the left: Palette
Call the right: Canvas
On the left, one adds entities.guyiacguyiachttps://lab.civicrm.org/documentation/docs/user-en/-/issues/477Reorganize menu to move search and reporting down2023-12-11T10:58:25Zjoshjosh@civicrm.orgReorganize menu to move search and reporting downThe current menu in the user guide has "Search and reporting" following "Initial set up". It seems like it would be more logical to move "Search and reporting" down and to allow the flow from initial set up to "Customing the interface", ...The current menu in the user guide has "Search and reporting" following "Initial set up". It seems like it would be more logical to move "Search and reporting" down and to allow the flow from initial set up to "Customing the interface", "Common workflows" or "Organizing your data".
![Home-CiviCRM-User-Guide-CiviCRM-Documentation](/uploads/dbeaa09dd2a397e9cf1033501a004f21/Home-CiviCRM-User-Guide-CiviCRM-Documentation.png)https://lab.civicrm.org/documentation/docs/user-en/-/issues/476SearchKit: Tags2024-02-29T21:10:15ZJoeMurraySearchKit: TagsDocument tags in SearchKitDocument tags in SearchKitgenadellettgenadelletthttps://lab.civicrm.org/documentation/docs/user-en/-/issues/475SearchKit: Expires2024-02-29T15:17:32ZJoeMurraySearchKit: ExpiresDocument Expires fieldDocument Expires fieldNadaillacNadaillachttps://lab.civicrm.org/documentation/docs/user-en/-/issues/474SearchKit: Description2024-02-29T20:28:49ZJoeMurraySearchKit: DescriptionDocument the Description fieldDocument the Description fieldKeith NunnKeith Nunnhttps://lab.civicrm.org/documentation/docs/user-en/-/issues/473SearchKit: Title2024-02-29T15:18:03ZJoeMurraySearchKit: TitleFor the TItle field on Search Kit page
https://lab.civicrm.org/documentation/docs/user-en/-/blob/master/docs/searching/searchkit/title.mdFor the TItle field on Search Kit page
https://lab.civicrm.org/documentation/docs/user-en/-/blob/master/docs/searching/searchkit/title.mdjonwattsjonwattshttps://lab.civicrm.org/documentation/docs/user-en/-/issues/472SearchKit: Save button2024-02-29T20:09:34ZJoeMurraySearchKit: Save buttonUpdate text in https://lab.civicrm.org/documentation/docs/user-en/-/blob/master/docs/searching/searchkit/save.md
Cover:
- [ ] using the Save button on upper right
This will need to reference at least entering the title in the textbox ...Update text in https://lab.civicrm.org/documentation/docs/user-en/-/blob/master/docs/searching/searchkit/save.md
Cover:
- [ ] using the Save button on upper right
This will need to reference at least entering the title in the textbox for that, which has its own documentation page.genadellettgenadellett2023-12-06https://lab.civicrm.org/documentation/docs/user-en/-/issues/471SearchKit: Document How to ChainSelect, eg State/Province based on Country2023-12-03T17:37:14ZJoeMurraySearchKit: Document How to ChainSelect, eg State/Province based on Countryhttps://chat.civicrm.org/civicrm/pl/7ahianznbpdx3y5ou98mghd5qehttps://chat.civicrm.org/civicrm/pl/7ahianznbpdx3y5ou98mghd5qehttps://lab.civicrm.org/documentation/docs/user-en/-/issues/470SearchKit: SearchSegments2024-02-29T15:19:49ZJoeMurraySearchKit: SearchSegmentsDo a full example of creating Pivot Table on basis of:
Coleman: That's basically what SearchSegments are for: https://lab.civicrm.org/dev/core/-/issues/3477 has an example. The ordering in the example of the 1 and 0 labels is important....Do a full example of creating Pivot Table on basis of:
Coleman: That's basically what SearchSegments are for: https://lab.civicrm.org/dev/core/-/issues/3477 has an example. The ordering in the example of the 1 and 0 labels is important. I.e. if the 1 label is put before the 0 label it will count the 1s as 0s even if the logic otherwise looks right.
Ask Coleman for help if stuck developing this.NadaillacNadaillac2023-12-06https://lab.civicrm.org/documentation/docs/user-en/-/issues/469SearchKit: Where2024-02-29T19:35:31ZJoeMurraySearchKit: WhereDocument Where , including explanation of Value, Field and And, Or and Not for joining conditions
Edit into https://docs.civicrm.org/user/en/latest/searching/searchkit/where/Document Where , including explanation of Value, Field and And, Or and Not for joining conditions
Edit into https://docs.civicrm.org/user/en/latest/searching/searchkit/where/jonwattsjonwatts2023-12-03https://lab.civicrm.org/documentation/docs/user-en/-/issues/468SearchKit: Actions2024-02-29T20:09:11ZJoeMurraySearchKit: ActionsExplain the Actions that can be taken on Search Results. This may benefit from referring to the documentation for Search Results documentation available for other searches. If there is a lot of work for each Action, then perhaps manage b...Explain the Actions that can be taken on Search Results. This may benefit from referring to the documentation for Search Results documentation available for other searches. If there is a lot of work for each Action, then perhaps manage by creating a list or even related subtask for each action.
![2023-12-03_04-20-15](/uploads/5a425086e807340397951148d442d9cd/2023-12-03_04-20-15.png)genadellettgenadellett2023-12-04https://lab.civicrm.org/documentation/docs/user-en/-/issues/467SearchKit: Search For2024-02-29T15:21:33ZJoeMurraySearchKit: Search ForDocument the Search For Entity in `docs/searching/searchkit/searchkit_search_for.md` using the template suggestions in the page.Document the Search For Entity in `docs/searching/searchkit/searchkit_search_for.md` using the template suggestions in the page.jonwattsjonwatts2023-12-02https://lab.civicrm.org/documentation/docs/user-en/-/issues/466SearchKit: Query Info2023-12-05T20:32:07ZJoeMurraySearchKit: Query InfoExplain API and SQL and who and why one would use them. Expect this one to be fairly brief.
https://docs.civicrm.org/user/en/latest/searching/searchkit/query_info/Explain API and SQL and who and why one would use them. Expect this one to be fairly brief.
https://docs.civicrm.org/user/en/latest/searching/searchkit/query_info/joshjosh@civicrm.orgjoshjosh@civicrm.org2023-12-03https://lab.civicrm.org/documentation/docs/user-en/-/issues/464SearchKit: Field Transformations2024-02-29T15:20:32ZJoeMurraySearchKit: Field TransformationsExplain how the categories of transformations work. Make sure to get the ones that appear when a Group By is present, since they are Aggregate functions.
This task might benefit from creating a reference page explaining each transform, ...Explain how the categories of transformations work. Make sure to get the ones that appear when a Group By is present, since they are Aggregate functions.
This task might benefit from creating a reference page explaining each transform, or maybe providing link to references like https://dev.mysql.com/doc/refman/8.0/en/aggregate-functions.html
If it is decided to document each available transform, then consider tracking work on this task using a checklist here or if each transform requires significant work, a subtask for each.NadaillacNadaillac2023-12-04