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Questions tagged [smartgroups]

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4
votes
1answer
69 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
votes
1answer
35 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
votes
0answers
18 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
votes
0answers
24 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
votes
2answers
29 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
votes
3answers
49 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 ...
1
vote
1answer
20 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
votes
1answer
19 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-...
0
votes
1answer
40 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
votes
1answer
49 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 ...
0
votes
1answer
36 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
vote
1answer
33 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
votes
1answer
32 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
vote
1answer
43 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 ...
0
votes
3answers
72 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 ...
3
votes
2answers
91 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
vote
2answers
65 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
votes
2answers
221 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
votes
2answers
106 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 ...
0
votes
0answers
22 views

Edit smart group criteria gives SQL syntax error on irrelevant CheckBox custom fields after 4.7 upgrade

Following an upgrade from 4.6.33 to 4.7.31, a site is giving a SQL syntax error when trying to go to the Edit Smart Group Criteria form, i.e. /civicrm/contact/search/advanced?reset=1&force=1&...
0
votes
0answers
12 views

Errors Truncated When Displayed From CV Command

I am trying to diagnose an issue with Smart Group Caching. Part of doing this I am using cv api Job.group_rebuild debug=1. When I run this command the error message that I receive has all the steps ...
1
vote
1answer
33 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 ...
0
votes
0answers
16 views

Search Irregularities

We are on WP 4.9.4 and Civi 4.7.29 multisite. There is incorrect behavior when trying to do a search on a smart group that is combining a activity type field and a custom field. We have 750 search ...
1
vote
2answers
41 views

Trouble understanding how Profiles and Smart Groups are supposed to work together

Fist off, I think CiviCRM is awesome! As an erstwhile systems software programmer from the nineties who saw the birth of the World Wide Web while working for major corporations and governments it is ...
1
vote
1answer
71 views

Should Manage Groups display the Smart Group contact count, or just display it as Unknown

When I run Manage Groups, the Smart Group contact count comes up as Unknown for each group. Clicking the Update Smart Group Counts link appears refreshes the group list, but still returns Unknown. ...
1
vote
3answers
47 views

How can I identify DB error?

Suddenly an error appeared out of nowhere when managing groups. "Count data for smart groups is not currently calculated. You may click Update >Smart Groups to generate it. Be aware this can cause ...
2
votes
1answer
26 views

Smart Groups and 'event dates'

might there still (or again) be an issue with 4.7.27 on wordpress like this? How to use Smart Groups with relative dates? i'd need to create a dynamic group based on the 'register date' for any ...
0
votes
1answer
50 views

Search for Individuals with Employee Relationship for Organisations with Certain Criteria

We have a custom organisation option field showing the "Membership Type". I want to do a search (create a smartgroup) to find all individuals with a relationship "Employee of" for organisations that ...
3
votes
1answer
54 views

Smart Group relative date criteria not saving

There is a history of a bug in which Smart Groups do not store the proper relative date ("Next 60 days") criteria, but rather convert the relative date into a hard date ("3 Jan 2018" to "4 Mar 2018"). ...
1
vote
1answer
21 views

CiviCRM Smart Group Based on Contact's Drupal Role

I need all users of a particular Drupal role to be added to a CiviCRM Smart Group. (All Drupal users are currently also CiviCRM contacts.) The site uses CiviCRM 4.4.21 and Drupal 7.56
2
votes
3answers
72 views

how to add contacts to smart groups

I have entered about 5000 contacts and i want to add some of these contacts to a smart group. This smart group is a list of our paying members. How to add individuals from the list of contacts to a ...
0
votes
1answer
14 views

creating a Smartgroup out of post held in an organization

I created an organization type called "Extension centers". Each extension center will have a post called President. I have already uploaded all the extension centers and the president details into ...
3
votes
4answers
42 views

CiviCRM for selection and subscription to paid online content

Consider this case: We manage a very very long hiking trail across many states. It's divided in 20 sections. To get the digital maps, section coordinator contacts, section emergency alerts, section ...
1
vote
2answers
36 views

Whats the procedure to update a Group using a Smart group

I'm just wondering how can I update a group in CiviCRM using a smart group. Would it be possible to do this via a scheduled job. Any thoughts would be highly appreciated
1
vote
1answer
30 views

Want to display in a profile that a particular contact is part of a smart group related to their membership type

We have created a member dashboard in Drupal which displays a civicrm profile with civicrm membership details. Since I could not display membership type in the profile, I created a smart group which ...
4
votes
1answer
58 views

Does CiviRules work with smart groups?

I've tried to create a rule where an email gets sent when a contact is "added" to a smart group. By "added" I mean the condition that smart group is based upon is met. As far as I can tell it doesn'...
1
vote
4answers
152 views

Can someone help me understand smart group caching so I can prevent these deadlocks?

I know that the Civi devs have been struggling with this issue so I am not complaining or asking for it to be fixed - I just want to understand how it works, so that I can work aroud it. I am ...
1
vote
2answers
57 views

How to use advanced search to search contacts created by logged in user

Basically what I need to do is search for contacts created by the current logged in user. I have tried the change log tab but that does not work for me because then it would be contacts created by ...
6
votes
2answers
67 views

How Smart Groups Work

What updates a smart group? Is it all based on the cron/scheduled job that runs updating the group members based on specific criteria? Additionally are hidden smart groups updated when the cron/...
2
votes
3answers
98 views

Multiple branch/chapter management with various access level of information

I am newbie to CiviCRM. I an searching for a solution to manage a multiple branches of an organisation with CiviCRM. Multiple branches will be spread across the glob. All the branches should have ...
0
votes
1answer
22 views

Can I see (smart) group relations?

Is there a way in which I can easily see how the smart groups are related (as in include / exclude search)? When I try to build a group which selects the contacts I need, I often combine multiple ...
1
vote
2answers
67 views

Hide Smart groups

Is there a way to hide smart groups when searching in an advanced search and everywhere else? I have a lot of smart groups that i need to make but i don't want them searchable or accessible through a ...
0
votes
1answer
52 views

Need help in organizing/mapping my data

I need help in mapping/organizing data. For our organization we need to capture some details of 3 categories of people. an individual can fall under all 3 or even one of them. Professors / ...
1
vote
1answer
67 views

Exclude members in a smart group

I want to create a group of members that have paid their contribution last year, but not yet this year, and do not have an email address. With an email address, the solution is simple: create two ...
3
votes
2answers
55 views

Send an Email When Tag is Applied - or When Added Automatically to a Smart Group

I'm looking to set up a series of drip emails once a contact is tagged. Unfortunately, the rules around tagging are convoluted to the point where I'm afraid to use them since I have the potential to ...
2
votes
0answers
26 views

Deleting saved searches created via Search Builder leaves data in various tables

When a saved search is created via Search Builder, a row is created in the civicrm_mapping table as well as in civicrm_saved_search table. If the smart group is then deleted via the UI, the rows in ...
1
vote
1answer
20 views

One email, adapted to membership status

I frequently send emails to a large mailing list. In this mailing list there a roughly two categories of contacts: 1) members 2) non members Ideally all would receive the same email, but I'd like to ...
1
vote
1answer
60 views

Smart Group for Soft Credit Name

Is there a way to create a smart group that contains contacts that have made a contribution with a specific soft credit name? I see that I can run a Soft Credit Report and add contacts to a group but ...
0
votes
1answer
58 views

Managing a smart mailing groups (un)subscriptions

According to https://docs.civicrm.org/user/en/4.6/organising-your-data/smart-groups/ Smart groups respect people's subscription preferences. If people unsubscribe from the newsletter, they will ...
0
votes
2answers
149 views

Group visibility

I've defined a number of groups under an "Administrator" account. I expect these groups to be visible for all users under the "Manage Groups" section but they currently can't see any previously ...