searching for contacts with industry stored in account

Hi Dirk,

There would be two solutions to be able to do this:

a. Create a new field in the Contacts module which has the following Calculated formula:

related($accounts,"industry")

Then add this field to as a Search option for the Contacts module from within Studio. When viewing the List View of the Contacts module, the newly created field should be available as a filter option.

* please note that you will need to Recalculate values for all Contacts initially to allow this to work.

b. Create a Report based on the Contacts module which has a Run-time filter based on Contact >> Account >> Industry. You can then add the required fields for the report and then choose the required industry when viewing the report.

Hope this helps.

-Chris

Dirk,

You should be able to accomplish this by adding the following code-level customizations (3 files in total):

1. In the file:

./custom/modules/Contacts/metadata/SearchFields.php

add:

  'account_industry' =>
  array (
    'query_type' => 'default',
    'db_field' =>
    array (
      0 => 'accounts.industry',
    ),
  ),

2. In the file:

./custom/modules/Contacts/metadata/searchdefs.php

add:

      'account_industry' =>
      array (
        'name' => 'account_industry',
        'label' => 'LBL_ACCOUNT_INDUSTRY',
        'default' => true,
        'width' => '10%',
      ),

3. In the file (create it if needed):

./custom/modules/Contacts/language/en_us.lang.php

add:

<?php
// created: 2016-04-25 18:21:22
$mod_strings = array (
  'LBL_ACCOUNT_INDUSTRY' => 'Industry',

(Only add line 4 if you already have this file created)

4. Run a Quick Repair & Rebuild in Admin > Repairs.

5. You should now have this field available in the Contact Search layout and be able to search on it.

Hope this helps,

Lori

Dirk,

You should be able to accomplish this by adding the following code-level customizations (3 files in total):

1. In the file:

./custom/modules/Contacts/metadata/SearchFields.php

add:

  'account_industry' =>
  array (
    'query_type' => 'default',
    'db_field' =>
    array (
      0 => 'accounts.industry',
    ),
  ),

2. In the file:

./custom/modules/Contacts/metadata/searchdefs.php

add:

      'account_industry' =>
      array (
        'name' => 'account_industry',
        'label' => 'LBL_ACCOUNT_INDUSTRY',
        'default' => true,
        'width' => '10%',
      ),

3. In the file (create it if needed):

./custom/modules/Contacts/language/en_us.lang.php

add:

<?php
// created: 2016-04-25 18:21:22
$mod_strings = array (
  'LBL_ACCOUNT_INDUSTRY' => 'Industry',

(Only add line 4 if you already have this file created)

4. Run a Quick Repair & Rebuild in Admin > Repairs.

5. You should now have this field available in the Contact Search layout and be able to search on it.

Hope this helps,

Lori

Dirk,

I have created a custom module loadable package for you.  You should be able to install this using Admin > Module Loader.

Hope this helps!

Lori