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dataprocessor
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465f5404
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465f5404
authored
5 years ago
by
jaapjansma
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added documentation on how to create a search
parent
3472dbcf
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docs/how_to_create_search.md
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465f5404
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@@ -150,14 +150,14 @@ Press *Add Field* and select *E-mail :: Email* and give it the tThe filters whic
Press
*Add Field*
and select
*Household Member :: Gender (Option)*
and give it the title
*Gender*
.
There are two fields for gender one with the addition '(option)' and one without. The first one shows the label of the option
the latter the value. E.g. in CiviCRM the value 1 for gender has the value of Female.
>
There are two fields for gender one with the addition '(option)' and one without. The first one shows the label of the option
>
the latter the value. E.g. in CiviCRM the value 1 for gender has the value of Female.
Press
*Add Field*
and select
*Household Member :: Birth Date*
and give it the title
*Birth Date*
.
Press
*Add Field*
and select
*Address :: Street Address*
and give it the title
*Address*
.
Street address is the CiviCRM field which holds the full address, e.g. street name plus housenumber.
>
Street address is the CiviCRM field which holds the full address, e.g. street name plus housenumber.
Press
*Add Field*
and select
*Address :: Postal code*
and give it the title
*Postal code*
.
...
...
@@ -221,7 +221,7 @@ You also see a button to download the results as CSV File.
And if you select one or more contacts you can perform the same actions as you can with a normal contact search.
If you want to create your own actions you can use the Search Action Designer extension.
>
If you want to create your own actions you can use the
[
Search Action Designer
](https://lab.civicrm.org/extensions/searchactiondesigner)
extension.
To refine the search results press
*Edit Search Criteria*
and you will see the screen below:
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