Neither Spouse Head of Household

Kylea Johnson

Hey all... I can't figure out how to query a situation in which neither spouse is marked HOH. Any ideas?

Dariel Dixon 2

I don't know how that situation exists.  I didn't know that could happen?  How did you find out that situation could happen?  I am so curious now.

Kylea Johnson

We were spot testing a mailing and found that a constituent we thought should be in there, wasn't. When I looked, neither spouse was marked HOH. When I rectified and ran again, they appeared as we expected.


Perhaps they were "married" in NXT? I'm not sure....

Karen Stuhlfeier

Are they actually linked as spouses - or just related as spouses in relationships? That's the only way that could happen. If they are linked as spouses one is the HOH.

Kylea Johnson

Karen Stuhlfeier:

Are they actually linked as spouses - or just related as spouses in relationships? That's the only way that could happen. If they are linked as spouses one is the HOH.

They were linked... maybe the issue is they were "married" in NXT?

Dariel Dixon 2

I'm with Karen Stuhlfeier‍.  If the checkbox is there for a spouse, and not just as a relationship/reciprocal, then one of them has to be HOH.  Or at least as I was told and had seen.  I think the checkbox in NXT is the same as the checkbox in database view.  I wouldn't think there would be a difference.


HOH is so important in RE.  It's tied to so many things, so I don't know how there could be person that is not associated with it.

Karen Stuhlfeier

Look in the database view and see how they're linked. That's interesting. I've still been adding those in the database view. I haven't checked how that works in NXT - although I should try everything in NXT to keep up with what can be done there. Sometimes I'm sadly behind with that.

 

Kylea Johnson

So I just test married myself to a coworker in NXT. When I go to the database view, neither of us is HOH.


PS I could be losing my mind but I see no way to mark one of us HOH in NXT.

Larry Wheeler

Was the box available to mark one of you HoH in database view?    And was the Spouse box checked after your 'marriage' in NXT?

Kylea Johnson

Larry Wheeler:

Was the box available to mark one of you HoH in database view?    And was the Spouse box checked after your 'marriage' in NXT?

As far as I can see, there's no HOH box in NXT. Do you guys have it?


Yes the "Spouse" box is checked and shows up on my record in the "Spouse" box on Bio1

Larry Wheeler

Kylea Johnson:

Larry Wheeler:

Was the box available to mark one of you HoH in database view?    And was the Spouse box checked after your 'marriage' in NXT?

As far as I can see, there's no HOH box in NXT. Do you guys have it?


Yes the "Spouse" box is checked and shows up on my record in the "Spouse" box on Bio1

 

I was talking about Database view for both questions.  I was curious if the HoH check box was even showing up. 

Kylea Johnson

Larry Wheeler:

Kylea Johnson:

Larry Wheeler:

Was the box available to mark one of you HoH in database view?    And was the Spouse box checked after your 'marriage' in NXT?

As far as I can see, there's no HOH box in NXT. Do you guys have it?


Yes the "Spouse" box is checked and shows up on my record in the "Spouse" box on Bio1

 

I was talking about Database view for both questions.  I was curious if the HoH check box was even showing up. 

 

Here we are!


 

Larry Wheeler

The query didn't work.  

Kylea Johnson

Larry Wheeler:

The query didn't work.  

Agreed.

Larry Wheeler

I do not know if this will help your situation,  but while I was messing around with the query to check for 'neither spouse is HoH',  I found a few instances where the constituent had two identical spouses entered (one constituent, one non-constituent).  In each case,  only one of the relationships had HoH marked.   I suspect this was caused by a new spouse being entered instead of promoting the original Non-Constituent spouse record to Constituent.


Edit -  I wonder if the wrong spouse relationship was deleted, if it would leave the other relationship without a HoH?

Kylea Johnson

Yes I've found a few of those as well but doesn't appear to be the case here.

Dariel Dixon 2

First off, congratulations Kylea Johnson‍ on your test marriage!  I think that NXT may be broken when it comes to these items.  By default, there should be a one-or-the-other type of situation when it comes to spouses.  RE will only allow one "spouse".  If you were to delete that spousal relationship and to create another one in database view, I'm assuming one of you would get the checkbox by default.

Kylea Johnson

Dariel Dixon:

First off, congratulations Kylea Johnson‍ on your test marriage!  I think that NXT may be broken when it comes to these items.  By default, there should be a one-or-the-other type of situation when it comes to spouses.  RE will only allow one "spouse".  If you were to delete that spousal relationship and to create another one in database view, I'm assuming one of you would get the checkbox by default.

LOL thanks! Also yes that's probably true, but this is my first marriage! I still need to be able to find other instances of this before I can fix...

Christy Hill

Could it be related to address? Do both records have to be at the same shared address? That doesn't address the NXT issue, just DB view. Very curious!

Dariel Dixon 2

Christy Hill:

Could it be related to address? Do both records have to be at the same shared address? That doesn't address the NXT issue, just DB view. Very curious!

Address doesn't come into play at all.  Just the spousal relationship.

Tom Klimchak

First, thank you for finding this, Kylea Johnson‍!   Second... I think I have a query that will work for you.  


It's a constituent query and kind of a weird one.  Here it is:




So.. I went to the Individual Relationships of the Constituent, and chose "Spouse = Yes" and "HoH = No"

and then....

I went to the Individual Relationships under the SPOUSE tree and chose "Spouse = Yes" and "HoH = No"


It essentially finds people who spouses to each other ("Yes and Yes") and people who are NOT the HoH to each other ("No and No")...


And, sure enough, we found two recently entered couples who had a NO in both the HoH fields.  


This definitely looks like a "bug" and not a feature for Blackbaud to fix.

 

Dariel Dixon 2

Tom Klimchak‍ Do you have NXT?  Can you determine if they were set up as spouses through the web view?  I'm thinking this is a NXT bug currently.  If it is happening in DB view, that's even more concerning.

Alan French

Thanks for the query, it seems to do the trick.

Tom Klimchak:


And, sure enough, we found two recently entered couples who had a NO in both the HoH fields.

You're lucky - apparently we have 5463 constituents with a spouse where neither of them are head of household! Every single one of them was added before we moved to RE, so for us it looks like an oversight with the conversion process rather than the result of a bug.

Tom Klimchak

Dariel Dixon‍ Yep!  We have NXT here and I just "married" two people in NXT.  Jumped into database view a moment later, ran my query and those two people came up as neither having the HoH flag.


So, as far as I can see, the query works and this is an NXT bug.  I just told my staff NOT to marry people in NXT view.

Larry Wheeler

I knew there was a query that could find these folks.  We are lucky and have none of these non-HoH marriages.

Thank you, Tom Klimchak‍  for the query, and the knowledge it happens in NXT only.

John Heizer

I just tried Tom Klimchak‍'s Query and got a handful of records, all of which have non-constituent Spouses (which wouldn't get an HoH flag anyway).


Curiously, most but not all, return a "duplicate."




I'm not finding anything that these records have in common or any reason why some, but not all, non-Constituent Spouses are returned by the Query.

 

Larry Wheeler

John Heizer:

I just tried Tom Klimchak‍'s Query and got a handful of records, all of which have non-constituent Spouses (which wouldn't get an HoH flag anyway).


Curiously, most but not all, return a "duplicate."




I'm not finding anything that these records have in common or any reason why some, but not all, non-Constituent Spouses are returned by the Query.

 

Did you check the relationships tab for an identical spouse entry who is a constituent?   I didn't have any non-constituent spouses show up when i ran the query and I know we have non-con spouses.

John Heizer

Larry Wheeler‍ , I did check for duplicate spouse entries.  One had a second Spouse relationship type, but the others didn't.  Ultimately it shouldn't matter because the Query isn't looking at the Relationship Type.  It's looking at the Spouse flag which should exist on only one Relationship record.

Larry Wheeler

I agree John Heizer‍ , but I never rule anything out when it comes to RE, NXT, and especially Query.

Kylea Johnson

I knew the community would have the answers! Thank you to Tom Klimchak‍ . I have a case in at Blackbaud and will let them know that a method of identifying non HOH couples has been found. Hopefully there will be a way to prevent this soon!

Jeremy Freemantle

This* is a known issue and has been raised in the "ideas bank" 3 years ago here https://renxt.ideas.aha.io/ideas/RENXT-I-375

and similarly here https://renxt.ideas.aha.io/ideas/RENXT-I-1911


* NXT does not support the Head of Household flag, new spousal relationships created in NXT view do not add a HoH flag, this flag is also not viewable within NXT.