Questions tagged [smartgroups]
The smartgroups tag has no usage guidance.
184
questions
2
votes
1
answer
22
views
Why is the access control option not available for smart groups anymore? Fresh install
civicrm 5.55.2
drupal 9.4.8
smart groups acl not available.
parent group has the option.
does not matter if smart group is parent or child
1
vote
0
answers
8
views
Do Hidden Smart Groups get 'calculated' when we click on Smart Groups on a Contact's 'Group' tab?
Does anyone know if Hidden Groups are checked or ignored when a COUNT of contacts in a Smart Group is run, or when you click on Smart Groups on a Contact's Groups tag?
Am looking in to why clicking on ...
- 27.6k
1
vote
1
answer
27
views
"update smart group counts" button missing from manage groups
Wp 6.01 civi 5.51.1
as below. Standard Admin theme or Radstock
- 371
0
votes
1
answer
18
views
Advanced Search returns contacts with current memberships even though Current Member set to "No"
When using Advanced Search and 'Display Results As' is set to "Contacts", I assumed that if I selected "No" for 'Current Member', it would not include contacts that had at least ...
- 786
0
votes
0
answers
20
views
nativecode=1525 ** Incorrect DATE value: '' INSERT IGNORE INTO civicrm_tmp_e_gccache_
There is something with empty data values in MySQL. Have tried to rebuild corresponded smart Group criteria (Membership Since Date: NOT NULL) - no dice.
Is this something to be fixed on CiviCRM level ...
- 1,555
1
vote
0
answers
30
views
No longer seeing "Remove" in the contact record for smart groups
Are other also no longer seeing any way to remove a contact from a smart group from within the contact record? "Remove" and other action links are no longer displayed since I upgraded to 5....
- 195
1
vote
1
answer
29
views
Are contacts cached when scheduling a mailing?
This might be a stupid question, but I know some poorly designed systems out there, so I just want to make sure.
Scenario
Monday - Create an Email - Choose a Group/Smart Group - Schedule it to go out ...
- 3,171
2
votes
1
answer
47
views
Slow smart group display on a contact after update to 5.46.3 from 5.35.x
When viewing the group tab of a contact, there's a "smart groups" openable tab, which triggers an ajax call to
https://example.org/civicrm/contact/view/smartgroup?cid=youcontactid&...
- 6,430
1
vote
1
answer
41
views
Rebuild Smart Group Cache - One of parameters (value: 28,55,57) is not of the type Int
Running 5.47.1 at the moment on latest version of WP. I've been getting this error repeatedly:
Finished execution of Rebuild Smart Group Cache with result: Failure, Error message: One of parameters (...
- 73
2
votes
1
answer
59
views
How to find out when Contact added to a Group
I'm trying to find out when people were added to a SmartGroup. I want to be able to see when they joined the group so I can see when their membership is expiring.
Anyway to do this? I have tried doing ...
- 31
0
votes
1
answer
37
views
How to setup a "Schedule Reminder" to trigger on a regular interval that sends an email to a "Smart group"
I have a smart group and would like to send an email to all those contacts on a regular interval. For example, every Sunday at 10am. How can I set this up please? I have tried but cant seems to ...
- 2,876
2
votes
1
answer
35
views
How to hide individuals from Directory and only show organizations
I can't get the membership directory on my website to show only organization information. It leaves a line for each individual who signs up on behalf of the company (see image.) It doesn't "show&...
- 143
1
vote
0
answers
66
views
DB Error: syntax error INSERT IGNORE INTO civicrm_tmp_e_gccache a < problem
I'm using Wordpress 5.8 and civicrm 5.39.0.
I think i found a bug. I get an error when i want to view the smart groups on a contact card. The error is:
INSERT IGNORE INTO ...
0
votes
0
answers
20
views
Can I send a report from a smart group?
On Drupal 7 / CiviCRM 5.36.1 I have a smart group that I export with a special mapping mixing data coming from relationships for each contact.
I can use the url : https://domain.net/civicrm/group/...
- 2,459
3
votes
2
answers
70
views
Is it possible to view smart group membership in Views?
I have a view set up to display the content of groups but it only works for viewing manual group membership, not smart groups. (I have the form set to require input rather than the basic form style.) ...
- 2,446
2
votes
1
answer
52
views
CiviCRM Smart Group Cache SQL Collation Error
Running CiviCRM 5.32.2 on Drupal 7, PHP 7.3, MySQL 8, Apache2, Ubuntu Server 20.04.
This instance of CiviCRM has just been migrated from another server and the migration has largely gone well.
However,...
- 362
4
votes
2
answers
67
views
How to exclude contacts from a mailing who share an email with a group of contacts?
If I'm sending out emails asking for donation, I exclude all the contacts who have donated recently with a smart group. Unfortunately, because we have many contacts who share an email (generally ...
- 2,463
1
vote
2
answers
40
views
Can you create a mailing list based on tags
Is there a way to use tags, possibly multiple tags e.g. using the tags Students and Attended Conference X, to create a bulk mail to members who fit into just those two categories.
- 11
2
votes
0
answers
47
views
Smart Groups and ACL
I have read the comments relating to this matter. Still I just wonder if it is possible to assign ACL ownership to a Smart Group. No option for Access Control on the Group page is available. Is this ...
- 101
1
vote
1
answer
24
views
Do manually added contacts stay in a smart group forever?
If a contact is manually added to a smart group (so has the status of 'Added') do they stay there for ever (until manually removed)? I am about 99.9% certain that this is the case. I've had some ...
- 4,515
0
votes
1
answer
24
views
Adding contacts to group after receiving mail from them
Say, for example that I want to divide my contacts into two groups, an active group (contacts from whom I've received a mail in last few months) and an inactive group (countacts from whom I haven't ...
2
votes
1
answer
40
views
Self referential Smart Group - good idea?
An organisation has local campaign groups. Some of these campaign groups belong to a set we call the "core activist network".
I want the core activist network group to contain:
all these ...
- 3,780
1
vote
2
answers
56
views
Changing Smart Group Update Frequency
I'd like to have a large number of smart groups but don't want to bog down the site when employees are using it. Is there a way to set up a smart group so that it will only update itself at a ...
- 21
3
votes
1
answer
88
views
Smart Group DB error
Viewing some Smart groups (not all) causes DB error.
[error] $Fatal Error Details = Array
(
[callback] => Array
(
[0] => CRM_Core_Error
[1] => exceptionHandler
)
[...
- 391
1
vote
1
answer
56
views
how to search for contacts selected in contact reference fields
Civi 5.15.1, WordPress 5.4.1
Some of our contacts ask us to send our communications to someone else, a "designated contact" or DC. To accommodate them, we created custom Contact Reference fields for ...
- 159
3
votes
3
answers
117
views
System status - disabled/deleted fields on Smart Groups (5.24)
After upgrading to 5.24 I get the above message in system status. I've disabled and re-enabled all smart groups but the message persists and I can't find any redundant custom fields. The message ...
- 4,515
1
vote
1
answer
38
views
Network Error when Looking for Smart Groups
Under the groups tab in a contact summary if we click to view the smart groups the contact is in we get:
Network Error
Unable to reach the server. Please refresh this page in your browser and try ...
- 2,321
1
vote
2
answers
60
views
Is smart group cache set to 0 OK for this situation?
Using ACLs I have setup a group of users to have edit access to a smart group of contacts. The smart group is based upon the contact type. The problem is when one of these users creates a contact of ...
- 4,515
3
votes
1
answer
85
views
How can I automatically add a Capability or additional Role in WordPress based on the data stored in CiviCRM?
* EDIT * We have a multi record custom data group with a field called "Status". When this field changes value to "Completed" we want people to see specific pages in WordPress.
I have tried to setup a ...
- 696
1
vote
1
answer
129
views
Sync smart group to WordPress role, group, or capability
I have a WordPress site which is already using the CiviCRM WordPress Member Sync plugin to sync memberships to roles.
On this same site, I also want to show/hide certain content based on the user's ...
- 1,692
0
votes
1
answer
39
views
Smart groups break when database is restored
When we clone our production instance to staging, we restore the database with updated host information prior to restoring the database.
Querying a smart group returns all contacts in database, not ...
- 3,169
2
votes
1
answer
35
views
Can I save bulk update screens for future use?
I'm not sure if my title is 100% clear, but here's the situation I'm facing.
We have custom fields that once a year we have to manually update for all current members. A smart group was created to ...
- 497
1
vote
2
answers
84
views
Create a smart group that excludes
Is there a way to have more exclude options in smart groups? The only exclude I see is from contact preferences. I would like to create a smart group for donors that live in CA BUT do not live in ...
- 2,368
1
vote
1
answer
77
views
how to find contacts who have paid for their membership?
Civi 5.15.1, WP 5.3.2
My organization manually enters all memberships and membership payments using the Civi UI (we don't expose this functionality on our website). I need to create a smart group of ...
- 159
1
vote
0
answers
39
views
How to create smart Group based on BuddyPress profile field data?
We have a WordPress site with BuddyPress, and a few thousand members around the world. Our BuddyPress profile fields include "City", which is saved in wp_bp_xprofile_data (and assigned a geocode saved ...
- 11
2
votes
1
answer
15
views
How can I find membership totals on a month by month basis eg. total members end of Jan, Feb ect so i can then analyse the increase month by month?
I have found how to get Civi to show me how many new members of each type joined per month. However I need the total of all members at the end of January Feb etc so I can see if there is an increase ...
- 21
1
vote
1
answer
12
views
Display different profile (in Drupal) based on CiviGroup (or tag)
Thanks in advance
Drupal 7 / CiviCRM 5.13
I am looking for a way to display different profiles, in Drupal, based on different groups that the contact belongs to in Civi (or based on different tags if ...
- 123
1
vote
1
answer
40
views
Fatal error on Export in 5.18.1
I just updated to 5.18.1 to resolve a bug caused when selecting " Exclude contacts with "do not mail" privacy, no street address, or who are deceased." But now I have a new issue:
I set up an export ...
- 525
2
votes
2
answers
82
views
Error "Cannot unset string offsets" exporting using custom field mapping
I'm running civiCRM 5.17.5 under Joomla 3.9.12
When I select a specific smart group with a saved field mapping for export, and select "Exclude contacts with "do not mail" privacy, no street ...
- 525
4
votes
1
answer
355
views
SOLVED!! DB Error: no such table ERROR searching erroneous ACL table
I have read other related questions but I do not see a match with my mistake.
Civicrm version 4.7.31 Drupal 7.67 MySQL 5.6.42 PHP7.1
After migrating from civicrm 4.5.8 and php5.6 everything works fine ...
- 41
2
votes
1
answer
40
views
how to retrieve non-grouped contacts?
Civi 5.15.1, Wordpress 5.2.3
I'm trying to get a list of all contacts who are not in any group (Smart or otherwise). I've done this two ways, with the same result: the first is by filtering the ...
- 159
1
vote
1
answer
46
views
Can CiviCRM be managed as a group of companies, where there is a parent company of the group of child companies?
An example of this Group of Financial Companies, which is the Parent company, then below it, are the other daughter companies, but that each one is granted their independent clients and their ...
2
votes
1
answer
47
views
How do you create a Smart Group with participants from multiple events
I'm trying to create a smart group for all registered users in any 2019 event. There are 5 events I'm trying to pull participants from into a smart group.
The process I am trying to use is:
Click "...
- 371
1
vote
0
answers
42
views
Contacts not appearing in a smart group
We have a smart group which returns 1,521 records. One contact which ought to be appearing in it isn't. When I go in to the smar group settings there is an unfinished selection line, when I delete ...
3
votes
2
answers
114
views
Discrepancy between # of contacts in smart group vs # of contacts in smart group mailing
Using Drupal 7.67 and CiviCRM 5.13.5.
We run volunteer inductions, and send an email to all people who have attended volunteer inductions (as per CiviEvent) after the induction. We only run ...
- 544
4
votes
1
answer
289
views
How do the Rebuild Smart Group Cache scheduled job and the Smart group cache timeout setting interact?
According to the UI (Administer > Customize Data and Screens > Search Preferences) the 'Smart group cache timeout' setting allows you to specify "the number of minutes to cache smart group contacts".
...
- 2,497
3
votes
1
answer
37
views
How do I put saved searches or smart groups as menu options in WordPress?
Is it possible to make custom searches (smart groups) available from the custom menu. For instance, I am tracking elections (organizations) with custom fields for special elections, open races, ...
- 106
0
votes
1
answer
31
views
How to setup a contact journey and add them in specific mailing group after a delay?
I would like to setup a web signup form with 2 of our newsletter groups. After contacts sign up, I would like to send them 2 welcome emails after 10 days of delays. Then add them to the 1 of 2, or ...
- 2,876
2
votes
1
answer
51
views
Neither Advanced Search nor Search Builder offer option to save as Smart Group
The documentation says I should be able to save a search as a Smart Group, but I don't see an option anywhere to do so. I've used both Advanced Search and Search Builder. Neither results screen offers ...
- 75
3
votes
1
answer
44
views
How to Create a Smart Group before Anyone Belongs to it?
The usual way to create a Smart Group is :
Select (via Advanced Search) the contacts who meet the Search Criteria
Create the pertaining Smart Group
But is it possible to create a Smart Group before ...
- 1,617