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  1. CiviCRM
  2. CRM-18081

Allow search of active relationships during a custom range of dates

    Details

    • Versioning Impact:
      Minor (add functionality in backwards-compatible manner)
    • Documentation Required?:
      User and Admin Doc
    • Funding Source:
      Contributed Code

      Description

      We make heavy use of relationships on our CiviCRM implementations to record a variety of situations: volunteer relations between an organitzation and a volunteer, grants concessions relations between an organitzation and a user beneficiary, etc.

      Start and End Dates allows us to limit the time period in which the relationship is valid. Unfortunately there is no way to do a search of all the relationships that were active during a given period. See detailed discusion here.

      A first approach would be able to search for empty dates as can be done in Relationship Reports. See how here.

      A second and more accurate solution would incorporate a search field that allows you to filter the date range for which the relationship was active.

        Attachments

        1. active-date.png
          130 kB
          Francesc Bassas i Bullich

          Activity

            People

            • Assignee:
              jitendra.purohit Jitendra Purohit
              Reporter:
              francescbassas Francesc Bassas i Bullich
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              Dates

              • Created:
                Updated:
                Resolved: