Error: “You must use a selection that includes a system record ID in the primary key field." when editing Export with Smart query selection.

An Export process can use a selection that is a Smart Query.  When editing this export, and changing the selection to a copied version of the original Smart Query, the following error occurs:

You must use a selection that includes a system record ID in the primary key field. System record IDs appear in the list of primary key options when you include them as output fields in the queries you use to create the selections. Note, for a constituent view smart query, include the ‘Constituent record’ field. For a revenue view smart query, include the ‘Revenue record’ field.
Download and install the latest patch which contains all fixes from previous patches. If you are running an older version, download and install the latest version and then the patch. 

Steps to Duplicate

  1. Go to the Analysis functional area
  2. Select Information Library
  3. Select Add an ad-hoc query
  4. Select the Revenue query view
  5. Add the following Fields
  6. Revenue record
  7. GL post date
  8. Amount
  9. Designation list
  10. Transaction type
  11. Application details\Revenue Recognition Credits\Type
  12. Select Create smart query
  13. On resultant form enter the following
  14. GL post date: check Filter = Between
  15. Application Details:check Filter = Equal to
  16. Primary key field: Revenue record
  17. Record type:Revenue
  18. Enter name
  19. Save
  20. Go to Information library
  21. Select Ad a smart query
  22. Select the smart query created above
  23. On Parameters tab enter GL post date parameters, and Application Details = Soft Credit
  24. On Set save options tab enter a Name, and check to create dynamic selection
  25. Save
  26. Go to Administration functional area
  27. Select Export definition
  28. Select Add
  29. Select Revenue view
  30. Create the following definition:
  31. Revenue
    • Amount
    • Date
    • Date added
    • Receipt amount
    • Transaction type
    • Designation list
    • Given anonymously
    • Constituent
      • Lookup ID
      • Name
      • Last/Organization/Group/Household
      • Maiden name
      • Reunion Class Attribute
        • Value
      • Spouse
        • Name
        • Maiden name
      • Reunion Class Attribute
        • Value
    • Application Details
      • Revenue Recognition Credits
        • Constituent
          • Name (Soft Credit)
  32. Go to Administration functional area
  33. Select Exports
  34. Add
  35. Enter a Name
  36. Export type: Export definition
  37. Selection: smart query created above
  38. Export definition: definition created above
  39. Save
  40. Start export
  41. When completed, go to Information Library
  42. Search/select the smart query created above
  43. Select chevron and Copy
  44. Save copy
  45. Go to Administration functional area
  46. Select Export
  47. Select Export created above
  48. Edit process
  49. Edit the selection to use the copy of the Smart query created above (or use any other existing Smart query)
  50. Save
  51. Observe error
 
 

Environment

 Blackbaud CRM
 4.0
 4.0
 Service Pack 9

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