Questions tagged [smartgroups]

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1
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1answer
141 views

Mailchimp extension not pushing new Civi group members to the Mailchimp list

I've been setting up the excellent Mailchimp extension from Vedaconsulting. It all seems to be working correctly (thanks to this page), except for when posting on the fly from Civicrm to Mailchimp: ...
1
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1answer
77 views

Unable to Import, edit certain records and edit Group settings: DB Error: constraint violation

I am unable to make certain edits to CiviCRM; unable to edit certain records and unable to edit the visibility of groups. I think the problem is this: Cannot add or update a child row: a foreign key ...
1
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2answers
105 views

Is it a bug that Relative Dates are broken in Search and Smart Groups?

According to CiviCRM user guide article's Searching section The Date Range Filter: Relative date ranges are especially useful for searches that you would like to then save as Smart Groups (...
6
votes
1answer
232 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 ...
3
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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
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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 ...
1
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1answer
25 views

Putting Together A Mailing List

I want to put together a mailing list of all primary individual members (current, lapsed, expired) who have no email address. How do I do this?
1
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1answer
86 views

Smart Groups - Added contacts show status of 'smart' not 'added'

I have recently upgraded to 4.6.19 which has solved issues to do with the updating of smart groups. However if I add a contact to a smart group it does not show the status of 'added' but shows the ...
0
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1answer
48 views

Group contact cache deadlocks

I have tried to activate the job specified in an entry in Eileen's blog but get the following error.
3
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4answers
319 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 ...
0
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2answers
31 views

Smart Group searching event participants not saving

We use CiviCRM 4.7.8. My organization hosts a childrens' activity every year during the summer. For this I created smart groups to see which children are signed up and who of our volunteers have ...
2
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0answers
47 views

Smart groups and date checks

I am trying to create a smart group that always returns the list of contacts whose membership end date is the end of the previous year or earlier (these are lapsed members and we need to chase them ...
2
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2answers
194 views

Smart group cache not updating with timeout of 0

We are on 4.6.18 and Drupal. The code in CRM\Contact\BAO\GroupContactCache.php has updated since 4.6.17. We have users joining our public site to get a Drupal username and a CiviCRM membership (...
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 ...
0
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1answer
115 views

time taken for smart group updating

How quickly should I expect my smart group to update? I use smart groups to do calling from and data usually gets altered as a result of the call. However in order to get the the smart group contacts ...
2
votes
1answer
93 views

smart group change log criteria

I am using CiviCRM 4.7.7 on Drupal 7. I want to send an e-mail to each contact added "Today". So I supposed to create a smart group with the search criteria "Added=Today" in the "Change Log" section. ...
2
votes
1answer
39 views

Manage Groups filters broken in 4.7.7?

I'm running 4.7.7 in Word Press and none of the filters on the Manage Groups page seem to be working. It's been replicated by other users so it doesn't seem to be an issue related to users and/or ...
0
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1answer
27 views

Bulk sms to a smart group in civi 4.4?

I want to send out a bulk sms asking for evaluation of our event, to the participant of the event, the day after the event. I then thought of creating a smart group of those contact with the ...
0
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0answers
33 views

Unknown column civicrm_relationship.is_active while child smart group edit (create temporary table fails)

There are a parent Smart Group which contains several "child" Smart Groups. All was working a while, until at some time point it starts throw an error, something like [debug_info] => CREATE ...
-2
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1answer
28 views

Managing & Adding Groups

In order to "Manage" or "add" groups I need to know the following: What are groups? How can they be used?
1
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2answers
108 views

Why does a Smart Group disappear when assigned a Parent

I'm running CiviCRM 4.7.6, and in attempt to associate an ACL with a Smart Group, I assigned my Smart Group a parent which is a static group. This seems to have worked, in that when I list the members ...
4
votes
1answer
266 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 ...
2
votes
1answer
60 views

How do I create a Smart Group of Participants using a Custom Data Field in Events?

We use the Events module to offer three main types of classes: adult art classes, youth art classes, and professional development workshops. Students register online. What I would like to be able to ...
1
vote
1answer
129 views

Get the “Smart” group of a user id via REST

We've created so called 'smart' groups in civicrm, and we need to know if a certrain user belongs to this group. I can get the groups of a user with the following code: http://url.com/sites/all/...
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
2answers
287 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 ...
1
vote
1answer
45 views

My users can't unsubscribe themselves from (or subscribe to) smart groups from Wordpress

I am running 4.4.2 of Wordpress with Civi 4.6.10. I have a test site (WP 4.4.2, Civi 4.6.4) that works fine with the same set up. I have set up a profile with a groups field, and 2 public groups, one "...
2
votes
2answers
144 views

ACL controls not working with smart groups?

I submitted a bug on an ACL problem in Nov 2014. CRM-15662. It was fixed in 4.5.5, and I tested it as working. This appears to be broken again in 4.7.1. I have not tried to use this feature in a year ...
0
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1answer
44 views

smart groups and relations

I want to build a smart group with 3 relationships. Is it possible to search for 3 relationships in one step? I have tried with advanced search, search builder and custom search. But I havent found ...
1
vote
1answer
79 views

Restricting access to a group of contacts

I've done some searching, but can't seem to hit the right keywords. I'll pick on the major donor group for this question, though it would apply in other ways. Most of our users should have access to ...
1
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0answers
24 views

Advanced Search/Smart Group returning wrong results based on participant role (CiviEvent participant roles overlap?)

We have a number of participant roles setup in CiviEvent, with IDs ranging from 1-10. This includes a "Participant" role with ID 1 and "Sponsor" role with ID of 10 (and various roles with IDs 2-9 in ...
0
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0answers
35 views

CiviMail - copied mailings incorrectly “remember” recipients

We have a smart group we want to send a mailing to. The mailing (on the first tab) indicates "~458 recipients". But the smart group itself says it currently has 244 contacts. The smart group is the ...
2
votes
2answers
70 views

Can a person inside a group be granted ACL Access to the group?

I've been trying to set up ACL's for a number of different chapters in a national organization's civicrm. The idea is that the secretary for each chapter would be able to access members in that ...
4
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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?
2
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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 ...
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 ...
1
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1answer
97 views

Mailchimp & Groups

I am testing out Mailchimp but want to keep the groups hidden from civicrm users. I tried smart groups but it will never remove the person from the group because that person still meets the search ...
1
vote
1answer
45 views

How can I set a custom field based on membership in a smart group?

I want to generate membership cards based on a person's geographical region. The region logic is fairly complex (e.g. "Anyone in NY, plus New Jersey north of Trenton and Connecticut west of Stamford")...
1
vote
1answer
111 views

Creating Smart Groups based on multiple relationship types

Our company is made up of 'societies' which we have added as organisations (we have around 370 societies). Each society has anything from 90-800 'members' which we have added as individuals and given ...
1
vote
1answer
38 views

Why did Case Type get stripped from all Smart Groups after upgrade to 4.6.9?

Drupal 7.41 After upgrade to CiviCRM 4.6.9, all Smart Groups that had a case type in the criteria were empty. When I looked at the criteria for each group, the case type was stripped from the search....
1
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0answers
116 views

Smart Group create/alter via API

What would be the best way of batch Smart Group creation using Relationships data, where Organisation name, taken from Individual Relationship data, should become a Smart Group title and all ...
2
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4answers
133 views

How to create script to delete smart groups

I have 300-400 CiviCRM smart groups I want to delete. I will know the id for the group but need to know what other tables I need to delete that may be related. Also, is there any way to identify ...
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 ...
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
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
1answer
79 views

Can I use Smart Groups to dedupe?

I am helping someone who is trying to segment their contacts into smaller chunks as they go through to dedupe, so they have created a smart group to try to filter the dedupe rule on. (e.g. a ...
1
vote
1answer
59 views

smart groups showing on tab

CiviCRM 4.5.8(really any version, I think) and WP 4.2.4. In a contact record the Groups tab will show a number. This is the number of the "Regular Groups". Is it possible to also show/combine the ...
1
vote
2answers
74 views

How to display smart group search results to unauthenticated users?

I created a smart group and want to display its result in a public page, ie visible even to a non logged in user. I followed the steps here: Public listings but still receiving: The requested ...
1
vote
1answer
94 views

Why some of our smart groups are empty after CiviCRM upgrade?

We upgrade recently from 4.5.8 to 4.6.6 on our CiviCRM instances. After that we note that some smart groups become empty. An example as proof: Smart group has been emptied: Event type = Centre Obert ....
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" ...