Error: No records meet specified criteria - when running Phonathon forms and including the Relation/Target field

When running Phonathon forms and including the Relation/Target field under the Fields to Include tab, users may see the following message: 

No records meet specified criteria. 

This error will not occur when running the forms using the exact same parameters without the Relation/Target checkbox marked on the Fields to Include tab. 
We are currently evaluating this issue and will update this article when we have more information.

In the meantime, run the Phonathon forms without the Relation/Target checkbox marked on the Fields to Include tab.
  • If the Relationship information is needed, create labels to print this information
  1. Create a relationship query of the desired relationship types for the constituents who were included in the Phonathon forms
  2. Go to Mail> Labels to create new labels
  3. On the General tab, choose to Create for: Relationships
  4. Click Include> Selected Records 
  5. Search for and include the relationship query created in Step 1
  6. On the Fields to Include tab, select Constituent Information.Addressee and Constituent Information.Class of
  7. Preview to see each relationship on a separate Label

 

Steps to Duplicate

  1. Go to Mail> Phonathon Forms
  2. Click New
  3. Include any group of constituents or select one record on the General tab
  4. On the Fields to Include tab, mark Relation/Target 
    • Withing the Field Options window, select at least one Relation to include
    • Click OK
  5. Click Preview
  6. Error occurs
  7. Click OK to the error and select the Fields to Include tab again
  8. Unmark the Relation/Target checkbox
  9. Click Preview again 
  10. Phonathon form now successfully runs with the exact same parameters besides the Relation/Targets included

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