Reports changes to Initiatives Detail report

[ed]

1. Primary contacts report is repeating the TI 4 times: Please make it show the TI only once:

​https://www.transitionnetwork.org/admin/reports/initiatives/primary-contacts
​https://www.transitionnetwork.org/admin/build/views/edit/initiative_contacts

2. TIs detail report needs to include Primary Point of Contact email address

​https://www.transitionnetwork.org/admin/build/views/edit/initiative_contacts#views-tab-feed_4

[mark]

On this one -
​https://www.transitionnetwork.org/admin/reports/initiatives/primary-contacts

• I edited the "Distinct" setting, under "Basic Settings", from "No" to "Yes". I chose to Override Defaults (as I didn't want to screw up anything else by accident). It seems now to show just one of everything. Is that OK?

On this one Iniative Detail Page -
​https://www.transitionnetwork.org/admin/build/views/edit/initiative_contacts

• I added the field "User: E-mail Primary Contact E-mail". The key thing here is to make it use the relationship "Node: Content Profile" which the view establishes. That creates a link from the Transition Initiative to the Content Profile, which makes the author of the Content Profile available and thence we can pick up the email address.

However, I'm not sure this actually works as expected. The Primary Point of contact doesn't always have the email address listed under the new "Primary Contact E-mail" field heading. I'm not going to do more on this without a chat with Ed, as I'm not sure I'm clear how the view works...

[ed]

1. Primary points of contact reports and views

​https://www.transitionnetwork.org/admin/reports/initiatives/primary-contacts
AKA displays of (a) primary contacts page *and* (b) primary contacts csv report views here:
​https://www.transitionnetwork.org/admin/build/views/edit/initiative_contacts#views-tab-page_4

--> this now seems to be sorted: nb produces 910 results. key relationship is primary contact.

2. Initiative detail reports and views:

Report: ​https://www.transitionnetwork.org/admin/reports/initiatives/detail
AKA displays of Initiatives detail page and Initiatives details csv file in this view
​https://www.transitionnetwork.org/admin/build/views/edit/initiative_contacts#views-tab-page_1

--> the immediate need is to show the *Primary point of contact email address* (not working). key relationship is content profile: user profile. As agreed on the phone, Mark to work on this.

• Notes - but not the primary thing for Mark to do - a Jim question? Jim here fyi.

As of now we *think* it's showing in different cases, where there is no primary point of contact (and sometimes where there is a primary point of contact), the author of the related initiative profile, or the initiative email field, in some cases, it's not at all clear.

[mark]

I think you'll find it's all fixed now, Ed. Added an hour to this ticket to cover 40mins of work over the phone yesterday, and 20mins implementing the fix today.

In the end, I took an export of the view to back it up and applied the changes directly to the views, rather than mess around with clones. This was because the site was being crazy slow (hence it took 20 mins rather than 5), and I figured there was little point in building clones that just had to be changed/merged again.

So the view is backed up in case I messed up, but do check it and let me know if it works.

[ed]

Great - thanks Mark. Can you write what you did for reference? And I hope this is a good case study for documentation.

[mark]

>  Great - thanks Mark. Can you write what you did for reference?


Oo yes, thanks for reminding me.


   - Exported view.  The Export option gives you a text area filled with
   the code that makes up the View.  I did "select all", copy, and pasted this
   into an email to myself.  If I was to accidentally screw up this view, or
   delete it, I could then import back the view and all its displays from this
   export code.
   - Both the displays in question ("Initiatives detail page", and
   "Initiatives detail CSV file") needed the same modification:
      - Look at the Relationships box.  I wanted it to be using over-ridden
      settings so that our changes don't affect any other displays.  Check if
      it's over-ridden or not by clicking on the title, "Relationships". The
      resulting box tells me "Status: using overridden values".  So, in this
      case, Relationships was already over-ridden, so I'm safe.
      - Next, I delete the existing Relationship by clicking it, and then
      clicking "Remove".
      - Then I added a new relationship.  I chose the Group "Content" to
      narrow down my choices, and then chose "Content: Primary point of contact
      (field_primarycontact)".  I chose not to alter any other settings on that
      relationship, but just add it with its default settings.
      - Finally, I added a new Field to the view - "User: Email", and
      choosing the option to use the relationship I just created in
the settings
      for that field.  Once that field was added, I used the rearrange
button for
      fields to place the primary contact email field right after the primary
      contact user name.

And, yes, this isn't a bad example to try to include in the docs.

M.

[ed]

setting to fixed.