0 votes
in Rock by TinaStephens (8.6k points)
edited

There's a First Time Giver Process at Scottsdale Bible which creates a connection here https://rock.scottsdalebible.com/page/1411?ConnectionOpportunityId=223. The person managing the list also checks this report https://rock.scottsdalebible.com/reporting/reports?ReportId=167&ExpandedIds=C514%2CC140%2CC426 to be sure they caught everyone. Is there a way to add a column to the report that would show those who have a First Time Giver connection? I don't see a filter for specific connections in the Data Views.

End goal-They want to know if the individual on the report has a First Time Giver connection or not. This would not be a criteria for the Data View.

Asana: https://app.asana.com/0/1202285749308316/1203081688337364/f

1 Answer

0 votes
by KateQuinn (6.8k points)
edited
 
Best answer

Yes! This relies on the 'Lava' report filter.

I added an 'Id' column, which returns the Person Id in the results set, but I deselected 'Show on Grid', so it won't be visible on the report.

Then I added a 'Lava' column and used this code to grab all a person's connection requests and filter by the connection opportunity for First Time Givers:

{% connectionrequest expression:'PersonAlias.PersonId == "{{ Id }}"'  %}
    {% for cr in connectionrequestItems %}
        {% assign connOppId = cr.ConnectionOpportunityId %}
        {% if connOppId == 223 %}
            {% assign state = cr.ConnectionStatus.Name | Append:': ' | Append:cr.ConnectionState %}
            {% assign crId = cr.Id %}
        {% endif %}
    {% endfor %}
{% endconnectionrequest %}

{% if crId != empty and crId != '' and crId != null %}
    <a href='/page/1411?ConnectionOpportunityId=223&ConnectionRequestId={{ crId }}'>{{ state }}</a></br>
{% else %}
    NA</br>
{% endif %}

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