Questions tagged [tags]
The tags tag has no usage guidance.
20
questions with no upvoted or accepted answers
3
votes
1
answer
75
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 ...
3
votes
0
answers
46
views
Civi Ajax API Search by Multiple Tags
As sort of a followup to this question. I am trying to retrieve all the contacts who have tag:5 AND who have tag:7. I tried the following code:
CRM.api3('Contact', 'get', {
"sequential": 1,
"...
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 ...
2
votes
0
answers
55
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 ...
2
votes
0
answers
54
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
votes
2
answers
66
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", "...
2
votes
0
answers
38
views
Tags in Search Columns
I wanted to include the tags field in a search profile, so they can be shown in the list of search results. But it is not possible because the option "column in search results" is not available with ...
2
votes
0
answers
27
views
tagsets for events
Can tagsets be used for events?
We want to track the issues that folks care about - whether that's expressed by attending a particular event, signing a petition (drupal webform) or mentioning it in a ...
1
vote
1
answer
20
views
Categorize contacts automatically created from inbound emails
Would it be possible to set Civi that contacts which were created from inbound emails will be of a certain type? Or added to a certain group? A tag will be added to it, to allow a rule to catch it an ...
1
vote
0
answers
44
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 ...
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" ...
1
vote
1
answer
98
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 ...
1
vote
0
answers
30
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 ...
1
vote
0
answers
16
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 ...
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 ...
1
vote
0
answers
75
views
Missing Tag Sets in Profile Tags Field
I am using CiviCRM 4.7.23 (on drupal & wordpress)
Is it normal that Tag sets (custom ones) are not showing when rendering the Tag(s) Field in profiles?
I've reproduced the case on http://dmaster....
1
vote
0
answers
36
views
Displaying Tags as search result
Trying to get all assigned tags displayed for my contacts when doing a quick search / using search builder or advanced search.
When adding tags through a profile, it seems they don't get displayed in ...
0
votes
0
answers
16
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 ...
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 ...
0
votes
0
answers
32
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 ...