Example: Listing Contacts who have relationships of the same type

There are some scenarios in which a user may want a list of contacts who have more than one (or any number) of the same relationship type. For example, a children’s summer camp may want to know which contacts within their CiviCRM installation have more than one child. The user could then turn the search results into a mailing list to offer enrollment discounts to multi-child families.

Step 1: Create a new search and set initial criteria

1. Go to Administer > Search > Search Kit and click New Search.
2. Ensure that the default Contacts is selected as the primary entity to Search for
3. Select With (required) and Contact Related Contacts on a new entity
4. Click the +Group By* button and group by both Contact ID and Relationship Type

Step 2: Add the Relationship column to the search

1. Below where the criteria is configured, click on the +Add button and select Contact Related Contacts: Relationship
2. Though not necessary, it might be helpful to add the Contact Related Contacts: Relationship from contact column to indicate the relationship type for clarity, especially if your search will include more than one type of relationship.

Step 3: Transform the Relationship column

1. Click on the Field Transformations section just below the Having drop down list
2. Select Count as the transformation for Relationship

Step 4: Add a Having clause

1. Select (Count) Contact Related Contact: Relationship from the Select field* drop down list under the Having section
2. In this scenario, select the greater than symbol (>) and enter 1 in the field to the right of the symbol.
3. Click Search to view your results. Don’t forget to name and save your search as well!