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Core user list

Jennifer DePardo

Is there a way to create a list in core using the ID's.

I have identified all of the Core records that need to be created in RE (we do not use REConnect at the moment-too many duplicates) I need a way to create a list in Core using the Core user ID to pull all the demographic and add/sal information for the import.

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Comments

Coco Parham

@Jennifer DePardo. You can pull your user list in Core, Users, User list and check the box for user ID, along with any other info you need to export and use in RE.

Maybe I am misunderstanding your question. I hope this helps.

Jennifer DePardo

@Coco Parham What I want to do is take a list of Core User ID's and plug them into a flattened list to get information out of Core on students and their parents. I want to utilize Core like query and export in RE.

User lists will not give all the information needed to build the RE records of a whole family.

Coco Parham

@Jennifer DePardo there is an advanced list template called students with parents (flattened). you can add the user id to the report and maybe that could work?

Candace Chesler

What I want to do is take a list of Core User ID's and plug them into a flattened list to get information out of Core on students and their parents. I want to utilize Core like query and export in RE.
User lists will not give all the information needed to build the RE records of a whole family.

Jennifer - while you can't paste a list of User ID's into an Advanced List like you can in Query - you CAN build an Advanced List to give you the information you need. I use TWO lists to get Family Information.
Student and Parents
I start by selecting User Base > User Role > User Detail > User School Defined Fields - these objects are all related to the student.
I next select Parent Child Relationship and attach User Base > User Detail > User Address > User Phone and User Phone to that Parent Child Relationship.
I repeat that same selection of Parent Child Relationship - three more times to accomodate for students with two households.
My Inner Joins are set for all the Student related Objects, and just the User Base and User Detail on the Parent Child Relationship objects.

I then set Global filters for User Role is Student and School Defined Fields Field 1 is not null.
For us - we use the first “Publishable Custom Field” as a means of identifying our Family Rep - the Youngest or Only member of the household.

I have Object Filters that help define which parent relationship is affiliated with which set of output. Those filters are:
Field = Parent/Child Relationship.Rel Ordinal
Condition = equal to 1
Field = Parent/Child Relationship[1].Rel Ordinal
Condition = equal to 2
Field = Parent/Child Relationship[2].Rel Ordinal
Condition = equal to 3
Field = Parent/Child Relationship[3].Rel Ordinal
Condition = equal to 4

I have another set of filters to help keep grandparents out of the list. Those filters are:
Field = Parent/Child Relationship.List as Parent
Condition = is True
Field = Parent/Child Relationship[1].List as Parent
Condition = is True
Field = Parent/Child Relationship[2].List as Parent
Condition = is True
Field = Parent/Child Relationship[3].List as Parent
Condition = is True

I have additional Object Filters to specify that the Phone Fields I selected will display Wireless or Home and that the Address Fields I selected will display Home.

Once all those filters set - you can start selecting your output fields. When I have this many Users in the output of a list - I make myself a chart of what fields I want - so I can get them in the right order in the Display Fields. I also leave gaps in my numbers - so I have some flexibility to add fields later. For example - my Student related fields - are 1 through 10 - Household address starts at 15 -
Fields affiliated with Parent One start at 25 - Parent Two starts at 40 - Parent Three starts at 55 and Parent Four starts at 60

Student and Siblings
To get the sibling information - I start with the same selection of User Base > User Role > User Detail > User School Defined Fields - these objects are all related to the student.
Then - similar to the Parents - I select the Peer/Peer Relationship object five times. (We have a family with six enrolled students)
I then pull in User Base and User School Defined Fields for each of those relationships.
Student Filters
I set object filters based on
Field = Peer/Peer Relationship.Rel Ordinal
Condition = Equal to 1
Field = Peer/Peer Relationship[1].Rel Ordinal
Condition = Equal to 2
Etc - for however many siblings you have.

You could then combine the lists so that you have all the family members on one line - and start to create your RE Import File.

All that said - I prefer to use ConnectRE. Ture - it has it's issues - but for me I think running some clean up queries in Raiser's Edge is easier than taking these lists and creating import files.