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.
- 3,544
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".
...
- 38.6k
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 ...
- 6,644
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 ...
- 1,499
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.
- 1,044
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 ...
- 28.1k
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 ...
- 3,183
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 ...
- 6,936
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 ...
- 30.7k
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 ...
- 30.7k
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 ...
- 2,085
5
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 ...
- 3,501
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.
- 17.5k
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
...
- 38.6k
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....
- 2,000
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 ...
- 3,910
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.
- 2,037
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 ...
- 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 ...
- 3,227
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 ...
- 30.7k
4
votes
Accepted
Smart Group DB error
It has been reported here https://github.com/civicrm/civicrm-core/pull/17622 and it should be fixed by the CiviCRM 5.26.2.
4
votes
Accepted
How to exclude contacts from a mailing who share an email with a group of contacts?
You can find all contacts who share a primary email with members of a group, and save those contacts to a Smart Group, using Civi's APIv4. This solution was developed on CiviCRM 5.32.2 and may not ...
- 1,057
4
votes
How to find out when Contact added to a Group
If its a smart group I don't think you'll be able to do what you want as its actually a saved search and each time you look at membership its recalculated so there is no concept of when the contact ...
- 3,227
4
votes
Why is the access control option not available for smart groups anymore? Fresh install
Access control for the smart group was never supported AFAIK. Only for static groups
- 30.7k
3
votes
Accepted
Managing & Adding Groups
The CiviCRM documentation provides a good rundown of groups and tags (and the best way to utilize each): http://docs.civicrm.org/user/en/4.6/organising-your-data/groups-and-tags/.
One of the great ...
- 148
3
votes
Accepted
Can Drupal Views filter contacts based on Smart Groups
There is a module in development here https://github.com/fuzionnz/civicrm_views_smartgroup
It comes in two flavours (as separate branches) — a simple and complex variety — that differ only in their ...
- 146
3
votes
Can I search "Added By/Modified By" with a contact ID instead of a name?
Bonjour. I think you are using the field in the Change Log, Modified By (Added by) - ie 'Journal of Change' is your translation of the French version of 'Change Log'.
You are right, currently it is ...
- 28.1k
3
votes
Accepted
How to retrieve all contacts belonging to a smart group
As of version 4.6, you can use the API Explorer (top menu: Support > Developer > API Explorer) to get code, examples and docs. You can use the entities and actions to find the right combination to ...
- 4,994
3
votes
Accepted
Manually adding/removing contacts in a Smart Group
If you manually add a contact to a Smart Group, the system will maintain that information, similarly if you remove a contact the system will not add the contact back in automatically.
- 2,826
3
votes
CiviMail and Smart Groups: when does CiviCRM identify the actual list of email recipients?
I can confirm that this is still the behaviour of civiMail and Smart Groups.
There is an extension that addresses this:
https://github.com/3sd/civicrm-recalculate-recipients
- 535
Only top scored, non community-wiki answers of a minimum length are eligible