2

I have a smart group which I would like to display with specific info in custom columns.

I can do Advanced search, select this group and choose predefined Profile in Views For Display Contacts. Then I get the group displayed with relevant custom columns.

How can I retrieve this view via link (to put it in Navigation menu)?

Improve this question
  • Are you asking how to add an item in civi navigation - ie via civicrm/admin/menu?reset=1, or something else? – petednz - fuzion♦ Nov 24 '16 at 21:29
  • 1
    as in how can you 'save' the 'show the results using this profile'. – petednz - fuzion♦ Nov 24 '16 at 21:30
  • if the latter, then afaik it can't currently be done, and i feel we have had same question in last month or so. maybe you could make an(other) effort to find it to see if it had an answer other than 'can't be done' ;-) – petednz - fuzion♦ Nov 24 '16 at 21:31
  • That's right. How can I search and show results using this profile with a single click? – Aivars Nov 25 '16 at 10:48
  • What CMS are you using, since Drupal gives you many more options using Views – petednz - fuzion♦ Nov 27 '16 at 4:52
1

A partial solution is listed here: Change the default fields (columns) in contact search results

You can set this custom search profile with the reduced columns as a default for all contact search results (besides participants) in /civicrm/admin/setting/search?reset=1.

A major drawback is that I'd like to use different columns for different searches rather than the default profile for all searches.

Improve this answer
1

When you create (save) your smart group, following an advanced search, you also have a saved search in parallel, with an ssid (while the smart group has a gid) : look at the URL (that you can save and re-use).

I found no place in the User Interface where you can then retreive this ssid, but it is stored in the civicrm_saved_search table, that you can easily display with phpmyadmin.

Improve this answer
  • Can you add it to the Navigation Menu via civicrm/admin/menu?reset=1 – petednz - fuzion♦ Nov 30 '16 at 19:41
  • Jacques-Marie, I tried to identify what could I possibly use from that civicrm_saved_search table to create a search link, but failed to understand. I'd be grateful, if you could provide some examples, how to locate the saved search in that table and to build an URL with that data. – Aivars Dec 7 '16 at 18:48
0

I apologize : I think I was a bit optimistic : this is the point where I am :

Create your search (you can use a Profile, whih customizes the results display columns). Then, select all, create a smart group, and save it.

Look at the URL : it is in the form of : yoursite.com/civicrm/contact/search/advanced?force=1&reset=1&ssID=12&context=advanced&qfKey= ....

Depending upon your permissions (I did not check that), you can use either of :

  • yoursite.com/civicrm/contact/search/advanced?force=1&reset=1&ssID=12 or
  • yoursite.com/civicrm/group/search?force=1&context=smog&gid=32

(where gid is your smart group id) but, actually, they give the same result (while I thought that ssid would save the display profile).

I will come back here if I (or anybody else) find(s) a solution (because I am interested in).

Improve this answer

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.