8 votes
Accepted

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

The easiest way would be to create a test contact with city Cottonwood, search on it. Create a smart search out of it and then delete the test contact.
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  • 3,504
7 votes

Can I create a Smart Group programatically?

There's an example of creating a smart-group in v4.6's CRM_Contact_Form_Task::createHiddenGroup() which calls CRM_Contact_BAO_Group::createHiddenSmartGroup(). It should show the relevant fields/data-...
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  • 5,589
6 votes

Creating a public Members directory with CiviCRM in Wordpress using Profiles

I assume you are seeing this as an anonymous visitor to the site and it fuctions properly if you are logged in. If this is the case, I think you'll need to add anonymous users as able to see the ...
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  • 355
6 votes
Accepted

How to disable cache refresh on Manage Groups page

The manage groups page does not force a refresh of the smart group cache but there is a button to do so on the right-hand side: Without clicking that button, what it does do is count the number of ...
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  • 16.2k
6 votes

Update of Smart Group cache

It turned out to be a user mistake. The members were included wrongly in the smart groups because of a parent / child issue. XXX is included in these Parent group(s) based on belonging to group(s)...
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  • 163
6 votes

Exclude members in a smart group

There's two answers, although you probably just need the first: Instead of Advanced Search, use Search Builder (also in the Search menu). Use "paid this year" and "email address is empty". ...
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6 votes
Accepted

How Smart Groups Work

Smart groups are kind of complicated. If you've got a small install, using the defaults will generally just work, i.e. there will be temporary caching that gets refreshed when necessary. To answer ...
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  • 5,994
5 votes

Corrupted smart group?

I would first check that contacts haven't been manually added to or removed from the smart group. To do this you'll probably need access to the database in order to interrogate the tables. Even though ...
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  • 2,396
5 votes
Accepted

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

CiviMail does this at the time when the mailing is created, i.e. when the groups are chosen etc. The primary reason behind this is to account for permissioning and what contacts to send the mailing ...
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  • 3,803
5 votes

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

I believe you can connect your civiContact view to the membership fields without using that smart group. I have had success (in views 3) in the past with a civiContact based view using a relationship ...
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  • 1,489
5 votes
Accepted

How to use Smart Groups with relative dates?

This was a bug in Core CiviCRM which is now fixed starting from version 4.7.14.
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  • 1,012
5 votes

Presales / Functionality Question

from a quick read I would expect you to be able to get most of the way, if not the whole way, but using Activities (or possibly Cases) to store the data for referals, and use Drupal Webforms to ...
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  • 27.1k
5 votes

Smart Groups Not an Option after Upgrade

A smart group is a stored search. To create one a search is the starting point. Do a search. Opt for all records Use the action "Create Smart Group". In order to make a smart group selecting ...
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5 votes
Accepted

Smart Group relative date criteria not saving

I recall we've experienced this for quite a number of fields in Advanced Search. Some of them are - Event Dates, Registration Dates and some date filters in Case section. I did a patch to fix this ...
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5 votes
Accepted

Can a user removed from smart group manually be added back automatically if criteria is satisfied?

A person once removed(not deleted) from smart group won't be added again back automatically if the contact's updates his/her information or membership. So schedule reminder will exclude the contacts ...
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5 votes
Accepted

Can I convert a smart group to a static group by editing the db directly?

Unfortunately NO, updating saved_search_id to NULL will actually convert it to normal group but no contact's will get added into this group since for smart group the contact are calculated from ...
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5 votes
Accepted

How do the Rebuild Smart Group Cache scheduled job and the Smart group cache timeout setting interact?

The rebuild job will build any smart groups that are not yet built. It is a good idea to run this job often if you hate your server or being able to see counts on the manage groups page is more ...
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  • 1,920
4 votes
Accepted

What do I do when rebuild Smart Group Cache fails?

could you create a new issue for this on JIRA and link it as related to https://issues.civicrm.org/jira/browse/CRM-15816.
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  • 6,671
4 votes
Accepted

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

Pretty sure that we only consider active groups to regenerate the cache: CRM/Contact/BAO/GroupContactCache.php also most smart groups are regenerated on demand. The scheduled job invokes the loadAll ...
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  • 3,803
4 votes
Accepted

Smart Group that returns those recently added

Unless I'm misunderstanding, you should be able to use Search menu > Advanced Search, select the "Change Log" accordion, and select the "Added" radio button. Then you can use relative date filters. ...
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4 votes

Why do Smart Groups now give database errors?

To standardize Get.api and Search form underlying where clause(s), buildClause() fn expects value(s) to be in array(operator => array(values)) format [I call it "Operator as Key" - OK format :p ]. ...
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4 votes

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

That's a good suggestion. I've also heard the suggestion to provide an admin option to "lock" smart groups to prevent manual adding/removing of contacts.
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  • 16.2k
4 votes

Smart Group criteria disappearing or changing

There was a set of nasty bugs that fit the description of what you're talking about throughout 2015: https://issues.civicrm.org/jira/browse/CRM-18155 https://issues.civicrm.org/jira/browse/CRM-18435 ...
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4 votes

Search for contacts within Geocoded regions/borders

We had a similar need and used mapit: https://mapit.mysociety.org/. Every time an address is created/updated we use the mapit API to grab the associated parliamentary constituency, European region etc....
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  • 1,960
4 votes

Can you search for only manually added members of a smart group?

I have an experimental search extension that provides many missing features, and includes your needs, I believe. You can try it if you're up to that https://lab.civicrm.org/artfulrobot/keenies but it ...
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  • 3,688
4 votes

Smart Group dropping search criteria on save

Had a test site upgraded to 5.10.0 today, and the smart groups settings (for case contacts- see comment above) are now working as expected.
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  • 1,887
4 votes

Can't update smart group counts

Quick Note The issue/solution I describe below only addresses broken Groups/Searches using the "on hold" email field. It's possible the Group/Search is broken through another field/value and the below ...
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  • 311
4 votes
Accepted

how to retrieve non-grouped contacts?

If this is a one off exercise, you can use the advanced search to select all the contacts are in any group (just keep adding all your groups to the group selection box) and create a new group "in any ...
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  • 3,137
4 votes
Accepted

how to find contacts who have paid for their membership?

You can use Advance search to get the contacts that have membership and have paid for their membership. Navigate to CiviCRM >> Search >> Advance search Expand Contribution accordion Select ...
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4 votes
Accepted

Sync smart group to WordPress role, group, or capability

I would move to using groups and not roles for permissioning because it gives you more flexibility. People can be in multiple groups then. There is the CiviCRM Groups Sync which syncs a regular ...
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  • 2,904

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