Questions tagged [smartgroups]

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1answer
10 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 ...
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1answer
13 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 ...
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2answers
41 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 ...
1
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1answer
31 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 ...
1
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1answer
37 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 ...
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1answer
25 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 ...
1
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1answer
27 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 ...
1
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2answers
37 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 ...
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0answers
13 views

Created smartgroup not available for selection

If I do not have the permission to manage groups, I do have the option to create a smartgroup which I cannot access once created. Is this correct?
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1answer
65 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 ...
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0answers
20 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 ...
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1answer
12 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 ...
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1answer
11 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 ...
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1answer
33 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 ...
2
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2answers
39 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 ...
3
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1answer
77 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 ...
2
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1answer
27 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 ...
1
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1answer
36 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
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1answer
29 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 "...
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0answers
28 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
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2answers
78 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 ...
2
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1answer
96 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". ...
3
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1answer
33 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, ...
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1answer
22 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
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1answer
46 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 ...
3
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1answer
32 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 ...
3
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1answer
43 views

Caldera Forms and Smart Groups

I want to have a newsletter signup form that has a dropdown field that a non-signed in user can select from. I want their selection to assign them to a smart group for later use in bulk mailings. What'...
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2answers
114 views

How to fix Undefined index notice in contribution_date_relative?

When I try to Update Smart Group Counts in Manage Groups, the CiviCRM provides me with numerous notices. What is wrong and where do I fix that? Notice: Undefined index: contribution_date_relative ...
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1answer
47 views

deleting groups

under contacts, manage groups, delete; the following notiThis group currently has 35 members in it. Deleting this group will NOT delete the member contact records. However, all contact subscription ...
2
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1answer
35 views

How to change or transfer mailing list groups properly?

Right now - we have a smart group with all individuals tagged, in this example "Email List" and of type "Individual" as our main email list. This has worked fine for us - as we rarely sent emails. ...
4
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2answers
187 views

Can't update smart group counts

My smart groups show unknown counts. Debugging shows this when I click "update smart group counts". Wordpress 5.0.3, Civi 5.9.0, PHP 7.2.14 #0 /var/www/sln/wordpress/wp-content/plugins/civicrm/...
3
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1answer
44 views

Smart Group dropping search criteria on save

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 ...
2
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0answers
28 views

Problems with Smart Group Updating

CiviCRM 5.8.2 / Drupal I have defined a Smart Group based upon a custom field (recipient) = 1, to be used as a smart mailing list. (I use VBO to set this field to 1 for my selected recipients, and ...
2
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0answers
28 views

Wrong Group counter showing on Contact tab

It can be reproduced in dmaster following the next steps: Go into dmaster Create a Smart Group Add "Manually" a Contact in the Smart Group Go to the Contact (the counter in the Group Tab shows a ...
2
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2answers
51 views

CiviCRM profile search not working when integrated with Wordpress

We're currently facing an issue. We are running Wordpress 4.9.8, and running CiviCRM. We're looking to publicly display a search widget on one of our wordpress pages, to search within a specific ...
2
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3answers
81 views

How to quickly update a Smart Group?

On CiviCRM 5.6.0 I have a Smart Group based upon custom_param1=1 (as an example). I change some values of custom_param1, to update my Smart Group in order to send a mail to its updated members. But ...
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1answer
32 views

Can you search for only manually added members of a smart group?

Is there any way to search or sort the manually added members of a smart group (versus the smart members)? It seems like there should be, but I don't see any option anywhere. It isn't possible to sort ...
2
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1answer
23 views

greater-than-or-equal-to value in search builder is not displaying

When creating a smart group I am no longer able to select the greater-than-or-equal-to value in the operator field. I tested it several times and the only time I can choose the greater-than-or-equal-...
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2answers
88 views

Cannot update Smart Groups after upgrade to 5.6.1

After upgrading to 5.6.1, I've discovered that the option to edit the smart group search is missing. Steps: Contacts->Manage Groups Click on Settings beside a group At bottom of screen in 5.6.0 ...
5
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1answer
65 views

Deadlocked queries cause an instant error for end-users, but are retried in other circumstances

We have a lot of smart groups, and consequently a lot of deadlocks. There's already code in Civi that detects deadlock Exceptions, and then retries the query a few times. This is really helpful - I ...
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1answer
52 views

View and subscribe to Public Smart Mailing groups using {action.subscribeUrl}?

I'd like to use {action.subscribeUrl} so email recipients can view and subscribe to public mailing lists. However, it does not show public Smart group mailing lists. Is there a way to show Smart ...
1
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1answer
50 views

Can I convert a smart group to a static group by editing the db directly?

We have a bunch of smart groups that a lot of other smart groups rely on. I'd like to turn these former groups into regular groups and then generate them once a day, to improve performance. But ...
0
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1answer
52 views

CiviRules Issue with Smart Groups

I am trying to use CiviRules to give a membership to contacts automatically when a contribution is added. I have a Membership smart group to filter members and non-members but getting an error when ...
1
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1answer
68 views

Configuration for Smart Group Cache

I have a very simple use case for Smart Groups. I have only two small Smart Groups that are both used exclusively for bulk mailings, once or twice per month: All Individual Contacts: approximately ...
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3answers
97 views

Smart Group Features Extension to Memberships, Events, Contributions, Activities,

I have a lot of Organisations, each having their own Administrator(s) who manage their own memberships, events, contributions, activities, ... (that I predefine for them) I would like those ...
5
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2answers
179 views

Deadlocks in Rebuild Smart Group Cache

Sorry in advance for my lack of familiarity with civi, I'm not the most experienced member of the team. We seem to be running into a problem with the Rebuild Smart Group Cache job where the cpu will ...
1
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2answers
113 views

Count data for smart groups is not currently calculated

When I go to "manage groups", some of my smart group counts are listed as "unknown" and the notification "Count data for smart groups is not currently calculated" appears. Does anyone know how to ...
2
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2answers
240 views

Can a user removed from smart group manually be added back automatically if criteria is satisfied?

I have a requirement, where I need to Limit Scheduled Reminders to Only Members with Active and Grace Status(which is a smart group) But If I remove a user manually from Member with Active And ...
7
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2answers
158 views

Preventing slow performance with smart groups

After doing some research (Capacity Planning), it appears as if Civi slows down when there are a lot of smart groups or if the smart groups are children of other groups. What should be some good ...
1
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1answer
50 views

Hidden Smart Group Refresh

I've set up a mailing based on a search. A Hidden Smart Group was created, just like it should. If I schedule that mailing to go out a week from now, will the hidden smart group update and include ...