Questions tagged [tags]

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3 votes
1 answer
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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 ...
KarinG - Semper IT's user avatar
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, "...
Brad Xanti's user avatar
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 ...
Jamie's user avatar
  • 1,246
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 ...
repertor's user avatar
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 ...
Craig Almond's user avatar
  • 2,037
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", "...
ChaosBuster's user avatar
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 ...
puck's user avatar
  • 43
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 ...
Brad Smith's user avatar
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 ...
Itamar's user avatar
  • 31
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 ...
Ben Russell's user avatar
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" ...
Jipi's user avatar
  • 21
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 ...
barbaraec's user avatar
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 ...
Tapash's user avatar
  • 2,982
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 ...
Andy Burns's user avatar
  • 3,681
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 ...
petednz - fuzion's user avatar
  • 28.3k
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....
WDS's user avatar
  • 11
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 ...
j.doe's user avatar
  • 11
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 ...
themak's user avatar
  • 3,457
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 ...
Scott's user avatar
  • 61
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 ...
Vietyank's user avatar
  • 996