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Call list suppression

Post Author: kgh

CA Forum: Formula

I am creating a call list with person ID, person name, and phone. I want to exclude certain calls codes and any person with an active deferral. Zero to many call codes and deferrals can be associated with each person. Data is grouped by person name. All data is displayed in person name group.

Formula 1 displays True if any of the call codes are present on person:

booleanvar call_code_suppression;

in ["DD", "PT", "UD", "NP"]

Formula 2 displays True if an active deferral is present on person:

booleanvar deferral_status_suppression;

= "A"

In the person ID group section I have the suppression: whileprintingrecords; {@deferral_status_suppression} or {@call_code_suppression}

The suppression that I have listed first is the only suppression that is working. Can I use more than one variable to suppress a section?

Thanks!

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5 Answers

  • author's profile photo Former Member
    Former Member
    Posted on Jan 29, 2008 at 12:59 PM

    Post Author: bettername

    CA Forum: Formula

    <edited to remove pants formatting>

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  • author's profile photo Former Member
    Former Member
    Posted on Jan 29, 2008 at 01:04 PM

    Post Author: bettername

    CA Forum: Formula

    <edited to remove pants formatting>

    <why can't I delete a posting of mine?>

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  • author's profile photo Former Member
    Former Member
    Posted on Jan 29, 2008 at 01:04 PM

    Post Author: bettername

    CA Forum: Formula

    Hi KGH,

    The way your formula/suppression are currently working is to look at only the first record in the group, as you are not actually assigning the values in them to the variables which I think you are expecting to be evaluated later...

    I'd change your formulas to the following, and then supress the group header with: maximum({@deferral_status_suppression, {YourGroupByField}) = 1 or maximum({@call_code_suppression}, ) = 1 This will look for the maximum result of the formulas for each record for a person, and suppress the section if a max result = 1.

    "Call_Code_suppression" formula:

    //Display 1 for the record if a particular callcode is present, else display 0

    if in &#91;"DD","PT","UD","NP"&#93; then 1 else 0

    "Deferral_Status_Suppression" formula:

    //display 1 for the record if the status = "A", else display 0

    if = "A" then 1 else 0

    Enjoy... 😊

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  • author's profile photo Former Member
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    Posted on Jan 29, 2008 at 02:23 PM

    Post Author: kgh

    CA Forum: Formula

    Hello,

    I get the same results. I will use the number value as an example instead of the boolean variable. The formulas are just as written in the previous posting where the value 1 is being assigned to certain call codes and active deferral. If I write the suppression selection like this:

    whileprintingrecords;maximum({@call_code_suppression}, {@Donor Name}) = 1 OR maximum({@deferral_status_suppression}, {@Donor Name}) = 1

    It is only suppressing the records with the call codes. The active deferral donors are displaying. If I place the deferral status suppression first the Active deferral statuses are the only donors being suppressed. I need to suppress donors with either a call code suppression or deferral status suppression.

    Any other suggestions? I appreciated the help. Thanks much!

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  • author's profile photo Former Member
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    Posted on Jan 30, 2008 at 02:51 PM

    Post Author: bettername

    CA Forum: Formula

    "I want to exclude certain calls codes and any person with an active deferral."

    Ah, I just re-read that, and it means something different to me now!

    I'd do a conditional suppression on the details section with: in &#91;"DD","PT","UD","NP"&#93; or maximum({@deferral_status_suppression}, {@Donor Name}) = 1

    and a conditional suppression on the group header and footer with: maximum({@deferral_status_suppression}, {@Donor Name}) = 1

    (That will hide any rows which contain those call codes, and will hide the header, footer and all rows if they have a deferral status of "A" anywhere)

    Delete the Call_Code_Suppression formula, and the reference to it wherever it's used as part of the conditional suppression, as the above will take care of it.

    This should give you something like:

    Data:Row PersonID CallCode DeferralCode Result1 1 DD X SUPPRESS2 1 AA X SHOW3 1 BB X SHOW

    Result:Show Group header and footer, and rows 2 and 3.

    Data:Row PersonID CallCode DeferralCode Result1 2 AA X SHOW2 2 DD X SUPPRESS3 2 BB A SUPPRESS

    Result:Do not show group header/footer or any row, as they have a deferral of "A".

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