Questions tagged [smartgroups]

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9
votes
2answers
829 views

Creating a public Members directory with CiviCRM in Wordpress using Profiles

I'm trying to create a public Members directory with CiviCRM in Wordpress using Profiles. First i created a "Smart Group" through Search that lists all the members filtered as i wanted - i've called ...
8
votes
6answers
224 views

Search for contacts within Geocoded regions/borders

My organisation needs to search for contacts within the regions/borders of England, Scotland, and Wales. This is important as our communications relate to elected representatives within devolved ...
7
votes
4answers
207 views

CiviMail and Smart Groups: when does CiviCRM identify the actual list of email recipients?

If I set up a mailing to a smart group, and schedule it to go out one month from today, will CiviMail send to the contacts in the smart group as they are defined at the point when I create the mailing,...
7
votes
2answers
248 views

Can I create a Smart Group programatically?

I'm setting up our system to match up contacts with the geographical regions covered by our different chapters. I've gotten to the point of using the built in geocoding, along with polygon ...
7
votes
1answer
140 views

How to disable cache refresh on Manage Groups page

The Manage Groups page in Civi 4.5+ displays counts of contacts in each group, and in the process refreshes the smart group contact cache. We've turned off this cache elsewhere as it takes 10mins to ...
7
votes
2answers
170 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 ...
7
votes
2answers
162 views

CiviMail: What is the expected behaviour when unsubscribing from a mailing sent to a parent group?

I'm sure I remember reading somewhere ages ago that when unsubscribing from a mailing sent to a parent group, the contact would be removed from all of the child groups that they belong to that are ...
6
votes
1answer
233 views

How to use Smart Groups with relative dates?

How can I setup a Smart Group to include members based on relative dates (e.g. last Activity)? When I try to use relative date, e.g. Yesterday in advanced search, it correctly finds users with ...
6
votes
2answers
133 views

Create a membership list with employee name

I have a public directory list that is created based on a relationship with an organization that is set-up as a smart group. I have a profile that lists the organizations that are included in the ...
5
votes
1answer
78 views

How can I create a smart group with no matching contacts?

Is there a way via the UI to create a smart group with no matching contacts in the database? For example, our database does not currently have any contacts where the city is "Cottonwood," but I'd like ...
5
votes
2answers
95 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/...
5
votes
2answers
64 views

Should smart groups be highlighted so users are aware they are smart and so avoid corrupting them?

One of my users has corrupted most of their smart groups by manually adding & deleting contacts. Talking to the user, she was not aware of what was a smart group and what was a regular group. in ...
5
votes
1answer
38 views

Presales / Functionality Question

Presales Question… I’m trying to determine which features can be turned on & off with this CRM system, so I have a couple of questions I need to ask based on the scenario that I’m trying to solve ...
5
votes
3answers
489 views

What do I do when rebuild Smart Group Cache fails?

(Sorry, was hoping to not have to start a new Question but instead comment on another's but StackExchange doesn't allow it unless you have 50 points of privileges.) CiviCRM 4.6.0 Joomla 3.4.1 I am ...
5
votes
1answer
67 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 ...
5
votes
2answers
197 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 ...
4
votes
3answers
572 views

Update of Smart Group cache

I am on CiviCRM 4.6.2 on WordPress and recently noticed that Smart Groups are not updated. If I look at contacts in a Smart Group it will say one number. But if I then click on Edit Smart Group ...
4
votes
2answers
192 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/...
4
votes
3answers
394 views

Manually adding/removing contacts in a Smart Group

If you manually add/remove contacts to a Smart Group will they remain in the group when the group updates?
4
votes
1answer
268 views

Can Drupal Views filter contacts based on Smart Groups

Taking the liberty of creating this new ticket since the previously similarly titled (since retitled by me) post was not really addressing the issue. Laryn is correct when he said on the above post ...
4
votes
1answer
91 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'...
3
votes
2answers
50 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 ...
3
votes
1answer
63 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"). ...
3
votes
2answers
289 views

How to retrieve all contacts belonging to a smart group

Given the ID of a smart group, what API/BAO/whatever do I need to use to retrieve all contacts belonging to that group? I've been looking through the source code all morning and can't seem to find ...
3
votes
1answer
46 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 ) [...
3
votes
1answer
53 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 ...
3
votes
1answer
103 views

Smart Group criteria disappearing or changing

We've been using a number of smart groups created via the search builder and from time to time, the smart group criteria disappear or are changed. For instance, we had five similar smart groups based ...
3
votes
1answer
287 views

Why do Smart Groups now give database errors?

I just updated from 4.6.3 to 4.6.5, on Joomla. I have a number of Smart Groups which worked fine before, but now inconsistently fail to load contacts or settings, giving a database error instead. ...
3
votes
1answer
125 views

When the smart group cache is regenerated, are disabled smart groups regenerated?

I work with a CiviCRM install with about 400 smart groups - but only about 30 of them are enabled. I'm seeing slow performance - I'm wondering if anyone knows definitively whether my disabled smart ...
3
votes
2answers
85 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 ...
3
votes
1answer
124 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
votes
1answer
48 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'...
3
votes
1answer
78 views

Is there any reason to not run the scheduled job Clean-up Temporary Data and Files every hour?

I discovered some problems with Smart Groups that use IN search criteria for custom fields not showing counts. I have the scheduled job Rebuild Smart Group Cache running. However, only after running ...
3
votes
1answer
79 views

A Smart Group of Contacts

We made around 100 contacts at a recent conference. How can I set up a smart group of these contacts that are not currently in our database?
3
votes
1answer
65 views

Can I search “Added By/Modified By” with a contact ID instead of a name?

First, I'm French and my english is not good, sorry. currently using CiviCRM (4.6.10) production coupled with Joomla (3.5.0) (thanks to this forum), I currently have a problem with the smart group ...
3
votes
1answer
34 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, ...
3
votes
1answer
34 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
votes
1answer
244 views

Quick explanation of 'hidden smart groups' and why they're included in my mailing uninvited?

I haven't been able to find information on these hidden smart groups anywhere using google or this forum. Perhaps because they are hidden on purpose? I'm wondering what these groups are, and why, ...
3
votes
1answer
91 views

Why can't Smart Groups be assigned the Access Control group type?

I'm using CiviCRM 4.5.8 and WordPress. I want people to only access the data for their state. I was going to use ACL to do that. I set up a smart group for Wisconsin, but there's no check box for ...
3
votes
4answers
59 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 ...
3
votes
4answers
323 views

Smart Groups - cannot get smart groups to refresh

I have read as much as I can about smart groups but I am having problems that I am not able to solve. I have a smart group which shows the same SQL as an Advanced Search but they produce different ...
3
votes
1answer
117 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 ...
3
votes
0answers
61 views

Edit smart group criteria resets Group(s) to Administrators

I just found this issue on the latest 4.6.21 release but was able to reproduce on 4.6.18 as well. When I create a new smart group: Search -> Advanced Search -> Choose any group but ...
3
votes
1answer
95 views

Attributes of dumb groups

In the table civicrm_group, I've noticed that even my non-smart groups have the fields where_clause, where_table, and select_table filled in. These don't seem necessary and cause a fair amount of ...
2
votes
2answers
243 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 ...
2
votes
3answers
158 views

How to show Users their Membership status so that even users without a membership status get to see the block

We have a client we would like to show the current logged in users membership status in a Drupal View alongside other contact fields. As the user may not have a membership yet at all then this can't ...
2
votes
2answers
134 views

Smart Group that returns those recently added

I'm attempting to create a smart group that returns a list of people added on the current date without having to edit the criteria each day. I've been starting with the "Date Added to CiviCRM" ...
2
votes
1answer
79 views

Smart Groups Not an Option after Upgrade

We recently upgraded our Wordpress 4.7.1 installation to CiviCRM 4.7.15. I went to make a smart group today and noticed the option was not available. I previously added people to smart groups by going ...
2
votes
1answer
207 views

Corrupted smart group?

I noticed that a smart group I created a while back was not displaying the correct records (some were missing). I rebuilt the cache, but to no avail. In addition, when I did an advanced search with ...
2
votes
2answers
58 views

How do I find all my Smart Groups, as a type?

I can search by Group name under Contacts -> Manage Groups -> Find but that does not find Smart Groups unless 'smart' is part of the name I created for the Group. How can I find all Groups of type ...