Questions tagged [tags]
The tags tag has no usage guidance.
93
questions
3
votes
1
answer
64
views
civicrm_api4: How do I create a Contact with Tags (EntityTag)?
Creating a CiviCRM contact using "Chaining" for a group works, but not with Tags (EntityTag), any idea why?
If I remove the chain using EntityTag the contact is created.
here is the error:
...
- 31
0
votes
1
answer
20
views
How to add Activity Tag(s)
How do you add a new Activity tag(s)?
I can see how you add a tag at /civicrm/tag but when I add one it doesn't show up as a option when creating an activity? Is there somewhere else that you add a ...
- 27
0
votes
1
answer
13
views
Schedule reminders by the tag info
We're using the tab 'tags' to clasify certain members that belong to a specific working group.
Is it possible to schedule a reminder by the type of tag?
Thank you in advance for all the help!
1
vote
2
answers
41
views
Access tags as admin only
I would like to use tags only as admin. Is there a setting to prevent other users to use them?
I have looked into the roles in Drupal, but could not find it.
- 447
0
votes
0
answers
14
views
Block "create new tags" to a group of users?
I have a CiviCRM installation on WordPress and I currently manage permissions with the "Author" and "Editor" roles at the CMS level.
WordPress Access Control does not solve my need....
1
vote
2
answers
37
views
Can I use SearchKit to display a specific Contact Tag on a public directory?
I am building a membership directory and want to display information on each member that is contained in the form of Contact Tags. I can obviously display the full list of Tags, but we use some for ...
3
votes
1
answer
14
views
Putting Contact Tags in Email Template
I would like to add the tags/groups of a contact into the email body of a template. Is there a shortcode that can do this?
Thanks in advance!
- 31
2
votes
1
answer
32
views
Why can't you make the selection of at least one tag required in a profile?
It is possible via the profile user interface to mark the tags field as required.
But, when the profile is displayed in user-create mode, the little red asterisk is absent and you can in fact add a ...
- 1,236
0
votes
0
answers
12
views
Can you see and bulk modify tags or update the tags of multiple different contacts on one screen?
Just as I am able to modify update multiple contacts using profiles for other attributes, I want to also do that for tags but I can't seem to get the tags to expose themselves when I have a profile ...
- 3,352
1
vote
1
answer
45
views
Is there a way to include group and tags on a contact report
I built a report off of the Constituent Summary report and I am wondering is there a way to include groups and tags in that report that will export as a csv? Also why are some reports only exportable ...
- 127
0
votes
1
answer
31
views
Unable to do a search using tag
When doing a contact search using tags from search builder Civi throws DB syntax error, this was working before until Civi upgraded to 5.35.1
Error:
SELECT DISTINCT LEFT(contact_a.sort_name, 1) as ...
- 498
1
vote
1
answer
54
views
Why is CiviRules not firing when the trigger is adding a tag?
Using CiviCRM 5.35.1 with Drupal 7. Just installed the new CiviRules extension 2.23. I've been waiting for this because CiviRules has not been working with Tags for a couple of months and it has ...
- 481
1
vote
0
answers
43
views
CiviRules not accessing 'Tags' after extension upgrade
Since the CiviRules extension was upgraded, the extension no longer has access to tags.
I had a dozen rules setup that assigned a specific tag when a condition was met. None of those existing tags are ...
- 41
4
votes
1
answer
206
views
CiviRules Action to add tags not working
Wordpress 5.6.1, CiviCRM 5.33.1, CiviRules 2.21
I would like to add a tag to a contact when a membership is added/renewed. I can select the action "Add Tag to entity", but I can't see any of ...
- 41
1
vote
0
answers
32
views
How to filter contacts according to tags in views in Drupal 8 with CiviCRM entity?
I want to be able to filter organizations by tags. However, the reference in "Relations" is not available for tags even though it exists for groups : "CiviCRM Tags uses created_id" ...
- 21
1
vote
1
answer
94
views
Associate a tag with a contact where drupal tables have a prefix using civicrm 5.32.2 - drupal table prefix missing
CiviCRM 5.32.2 is missing the drupal 7.77 prefix when trying to access drupal tables that should have the drupal table prefix applied. How can I fix this? I am using Shoreditch theme, running with ...
- 31
1
vote
2
answers
49
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
4
votes
1
answer
89
views
Extension for hierarchical custom fields?
Does anyone have a generic extension for hierarchical custom fields?
For example, we have 'Country', 'State' and 'County' - the value of Country determines what States are valid, and the value of ...
- 12.9k
1
vote
0
answers
22
views
How to add and remove tag based on the value of a custom field using civirules
I have a YES/No radio Custom field for individual.
When the custom field is set to Yes, I would like to tag the contact. And when NO is selected, I would like to remove the tag.
I have managed to ...
- 2,908
2
votes
2
answers
54
views
Can Civirules differentiate between 'pending' and 'added' group status?
I'm using Civirules to assign tags to members who add themselves to a group via public webform using the Linked Trigger 'Contact is added to group,' but the group requires double opt-in. Civirules ...
- 63
1
vote
0
answers
15
views
Prevent on the fly tag creation in a tag set
If you create a tag set (not using main tag tree), it allows creating tags on the fly by end users. In this case I have 3 tags and aded a 4th called 'D'.
Docs:
[Tag Sets] allow tags to be created on ...
- 3,501
1
vote
1
answer
29
views
Cannot create Drupal user, email: invalid!! (double exclamation is the error message, not my urgency)
Drupal 7.72
Civi 5.24.5
Webform Civi Integration 7.5.1
I just set it up so that Drupal users are created when a webform is submitted. Using petednz's guide.
But I get the following error message ...
- 2,388
0
votes
2
answers
21
views
Allow region reps to have RO to global mship info - but only to their own regional records. Db field or tag for "region"?
As the title says, I need to appoint reps for each region who can access their "own" regions records to send mailings. We are using Wordpress and everything is the latest versions.
Is "...
- 45
2
votes
1
answer
32
views
Activity Details report filter missing tags
The Activity Details report filter is missing the 'Tags' filter. The last filter is 'Groups' and just before that is 'County' which is where 'Tags' should be. The criteria for this field is 'Is one ...
- 4,720
1
vote
1
answer
117
views
Deprecated function CRM_Core_Config::defaultContactCountry error
In the ConfigandLog directory, this error is produced every minute:
[warning] Deprecated function CRM_Core_Config::defaultContactCountry, use CRM_Core_BAO_Country::defaultContactCountry.
Array
(
[...
- 3,501
2
votes
2
answers
75
views
List of count of tag members?
Is it a report or anything like that, that could display a list of all tags together with a count of contacts with each tag?
- 2,251
1
vote
1
answer
46
views
"Failed to execute rule" - Civirules error, How to solve?
I have a set of civirules in places, when a contact is tagged it should send a welcome email. But I am keep receiving the following error message in log and welcome email is not sent. It happens for ...
- 2,908
0
votes
0
answers
21
views
Tag added when profile used
When the reserved profile "New Individual" is used (just the 3 standard fields) it also adds one of the tags from the tag tree (the same one each time). Why is that happening and how to stop it from ...
- 61
2
votes
1
answer
51
views
How do I restore a deleted tag?
In attempting to remove a tag from a contact, i succeeded in deleting the whole tag for everyone. Is there a simple way to restore it?
1
vote
2
answers
46
views
Unable to manage case tags
Im getting this error when attempting to add tags to a case.
If I create a case and add tags at the same time, they get added.
If I subsequestly try to remove a tag, no problem.
If I subsequently ...
- 1,312
1
vote
1
answer
63
views
Tracking Yard Signs
Just getting started with CiviCRM and got my voter registration list imported and created contacts. Now we are getting requests for political yard signs coming in. What would be easiest way to track ...
- 31
2
votes
1
answer
164
views
Retrieve Contacts with Tags in API4
I am creating some custom directory screens to display a table of contacts with associated email addresses and any tags (just a simplified directory for non-admin staff to view/sort basic CRM data). ...
0
votes
0
answers
30
views
Not all tags are available in a Contact Search
I have created a tag set which has one tag, "Changed Address". This tag is set using a rule when a contact's address is changed. When I perform a contact search, this tag does not show in the list of ...
- 996
2
votes
0
answers
54
views
API v3 Include Some Tags and Exclude Others
I can do a custom search on Contacts to include those with a list of tags, and exclude those that also have an additional tag. And I get the results I expect.
I can't for the life of me figure out ...
- 75
3
votes
1
answer
74
views
What is deleting my Tag?
I've run into this twice this month and scratching my head. Read this image upside down: We hit post create Address hook -> my regex extension creates a Tag - all good; happy dance; then something in ...
- 15.1k
1
vote
2
answers
77
views
Is there any way to group cases?
Is there any way to group cases, other than using tags?
We currently need this for an implementation where case management is used to fulfill wishes for children with chronic diseases. The ...
user7094
1
vote
1
answer
39
views
Management of Tags not possible
Every time when i try to manage the existing tags i get into a loading loop without any end! No Tag is listed, no modification is possible)
Installation: wp 5.x multisite but civicrm is active only ...
5
votes
1
answer
241
views
How can I keep track of a "role" in an organisation (eg. secretary) over time (1980-1995)
Under individual contacts, I want to keep track of roles over time within my organisation's executive committee. So, every couple of years the Secretary, Treasurer, Chair, London Rep, Wales Rep etc ...
- 51
2
votes
0
answers
53
views
Can activity tags be included in activity reports or exports?
tags have been added to a variety of activities by a user over the last few months.
Now they want to include the tag details in a report.
As far as I can see activity reports can filter by tag, but ...
- 2,037
3
votes
1
answer
79
views
Tags, relationships, or custom fields to record custom data?
Apologies if this isn't the best place to ask, I'm completely new to CiviCRM and could do with some advice on the best way to store custom data.
I'm building a database of churches. For each church I ...
- 745
3
votes
2
answers
70
views
Mass deletion of bad addresses
I have several hundred individual records that have bad mailing address and have tagged them in CiviCRM. How can I delete these from the system in bulk? I have tried Civi's upload process by leaving ...
- 31
1
vote
0
answers
20
views
If Tag(s) field is in a Profile that is used for Batch Update it shows no results - and removes all existing Tags when updated
I can add Tags field to a Profile
I can then use that Profile for bulk updates
The Tags field shows as empty on the screen (and hence is easily ignored/overlooked)
Upon save ALL tags are removed ...
- 28.1k
3
votes
1
answer
47
views
Is there a way to edit tag colours through the UI?
Having created a number of tags I've decided it would be useful to have them colour-coded.
It is straightforward to specify a colour when creating a tag, but I can't work out how to apply a colour to ...
- 3,935
1
vote
1
answer
65
views
How to search for all contacts without a tag? Registered for event
I need to find all contacts that are in our system without a tag AND are Individuals AND registered for a specific event.
This is what I am doing:
Contact -> Contact Type = Individual
Participant -> ...
- 3,352
7
votes
1
answer
146
views
Behavior of Tags
In using tags and creating searches based on tags - I have run into some issues.
Tag Tree Example
Tag Set 1
Parent A
Child A1
Child A1a
Child A1b
...
- 3,352
1
vote
1
answer
124
views
Add contacts to group using CSV with contact e-mails
I'm looking for a way to add contacts to a group from a CSV file including e-mails of contacts already existing in Civi.
When I import into Civi, I use the update option and select primary e-mail, and ...
- 11
2
votes
2
answers
65
views
Tags not saving in Profiles
USAGE: I've created a Profile that includes the global Tagset. I'm using it to designate a Region Tag for all Contacts as we roll out a directory. The Tags have values such as "Northeast", "...
- 153
0
votes
1
answer
24
views
Drupal account creation adds users into a CiviCRM group or tags them
We are trying to create a report that shows our new website members (those who have created an account) who are designated by mandatory CiviCRM profile fields that define a member type which the user ...
- 2,457
0
votes
1
answer
25
views
Tags for contact in drupal view shown on separate rows
I'm creating a drupal view based on civicontact. The fields are user id, user roles, I link to civicrm_uf_match table to get the contact id, then add a field for the tags associated with that contact....
- 61
2
votes
1
answer
38
views
Creating tags from fields
Is it possible to create tags from fields, where someone selecting a certain option tags them with that option. I.E. selecting the volunteer option tags the new contact as volunteer?
- 65