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Example: Show events attended by employees on an Organization’s contact record

The example below describes how you can use FormBuilder and SearchKit to show all the events attended by the employees of an Organization on the Organization’s contact record .

  • Navigate to Search > SearchKit.
  • On the Submission Forms tab, click the New Search link.

Step 2: Add SearchKit settings

  1. Give the search a title ‘Events Attended By Employees’.
  2. On the Search For tab on the left:
  3. Click + Entity and choose Contact Related Contacts, change it to With (required)
  4. Click and change the Relationship to Contact value to Employee of
  5. Click + Entity and choose Contact Related Contacts - Contact Participants, change it to With (required)
  6. Click + Entity and choose Contact Related Contacts - Contact Participants - Participant Event, change it to With (required)
  7. On the Select Fields tab on the left:
  8. Click on the x symbol to remove Contact ID, Sort Name, Contact Type, Contact Subtype.
  9. Leave Event Title
  10. Still on the Select Fields tab, use the + Add Field drop down to include:
  11. Contact related contacts - Contact Participants - Participant Event - Start Date
  12. Contact related contacts - First Name
  13. Contact related contacts - Last Name
  14. Contact related contacts - Primary Email
  15. To add a display, click on + Add on the lower left hand side of the screen and choose Table.
  16. Give the Table a name, this name will show on the contact screen as the tab title.
  17. Click Sorting, choose Contact related contacts - Contact Participants - Participant Event - Start Date and change the order to Descending
  18. Click Columns > Use Custom Columns
  19. Click the down arrow on Event Title and edit the Header text to be Event Name.
  20. Click the down arrow on Start Date and edit the Header text to be Event Date.
  21. Click Save at the top of the screen.

Step 3: Complete The Form

At the top right of the page, click the Forms link. Choose Create form for Events Attended By Employees. This will then open FormBuilder in a new browser tab.

In the newly opened tab, use the configuration pane on the left side to configure the following settings for your form: * Title: Events Attended By Employees * Placement: Contact Summary Tab * Contact Type: Organization * Click Save at the top of the screen.

If you now go to an Organization Contact record, that has employees who have attended an event, they will be displayed in a new tab on the record ‘Events Attended By Employees’.