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I've searched the archives and see there are a number of posts pertaining to smart groups not saving criteria, but it seems those were bugs addressed in updates, and we are running the latest version of CiviCRM (5.9.1).

I have smart group made up of organizations whose membership is current (our memberships are company-based). However, I can't get the smart group to save the "Is a current member" search string. Instead, every time I update and save, it drops that setting and goes back to just "Contact Type In Organization" as the only criteria. This happens regardless of how I try to create or edit the smart group - it drops all selections from the Memberships tab. Is there a known bug or some other issue that could be causing this?

Edited to add - the smart group count is also not updating when clicked - all of the smart groups still say "unknown." Could this be a caching issue?

  • would help if you could replicate this on dmaster.demo.civicrm.org as that confirms for others that this is a replicatable problem – petednz - fuzion Jan 28 at 21:06
  • Can you please check if you have any custom civicrm php files setup that might need to be updated. You can check that on directories settings page here: example.com/civicrm/admin/setting/path?reset=1 – Hassan Farooq Jan 29 at 0:01
  • @petednz-fuzion it seems that the Joomla master is down so I can't test on that at the moment. Is it worth trying to test on one of the other platforms? – LMK Web Jan 29 at 19:53
  • @HassanFarooq We don't have any custom php files. – LMK Web Jan 29 at 19:55
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    I'm having the same issue with cases and case start dates. Case type search settings are being respected by the smart group but the date filter is somehow dropped (currently Drupal, 5.3) Just looked at dmaster.demo (drupal, 5.11) and all works as expected/ hoped. Anyone know if the fix is in 5.10? – Craig Almond Feb 6 at 16:51
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Had a test site upgraded to 5.10.0 today, and the smart groups settings (for case contacts- see comment above) are now working as expected.

  • Unfortunately this didn't resolve my issue - I upgraded and cleared all of the caches, but the smart groups still won't save the "current member" criteria, or any changes that I make to membership criteria to either an existing group OR a new group. – LMK Web Feb 8 at 4:14

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