8

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.


7

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-structures. There are a few details which would need to be adapted if used in another context: In CRM_Contact_Form_Task::createHiddenGroup(), it just passes ...


6

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) which are their children.


6

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 information for these public profiles. In CiviCRM go to Administer > User and Permissions > Permissions (Access Control). Select the 'Wordpress Access Control'. ...


6

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 contacts already in the cache, but this query has been optimized and tested against a very large (6 million group_contact records) database. You'll find more ...


6

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". Alternatively, there's a custom search (Search menu > Custom Searches) called Include/Exclude by Group/Tag. So alternatively you can create a smart group in Search ...


6

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 your first question though, smart groups are updated depending on the timeout configuration and/or the scheduled job, and also depending on urls being loaded. To ...


5

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 to. Doing so at mailing creation time is relatively easy, since we know the contact id of the user, and hence know what contacts the user has permission to send ...


5

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 civiCRM Contacts: Drupal ID and a contextual filter User: UID that is configured to provide a default value from the logged in user when none is available. ...


5

This was a bug in Core CiviCRM which is now fixed starting from version 4.7.14.


5

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 capture the data for referrals, and Drupal Views along with the Permissioned Relationships ACL extension which Fuzion created, to manage the job of who can see what ...


5

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 contacts that have a membership, you can start with an advanced search. For example - Go to Search -> Advanced Search. Expand the membership section (this takes a bit ...


5

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 for us but missed to update core for some reason. If the above fields fail for you, can you try applying this patch and see if it works for you? Opened a JIRA ...


5

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 civicrm_group_contact_cache table which is rebuild periodically and for normal group its from civicrm_group_contact which is static. So you will need to first rebuild ...


4

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


4

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 function with groupsIDs as null, which in turn restricts the query to is_active groups


4

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 they are smart groups you can still manually add and remove contacts from them and that might be why your seeing unexpected results. The second test would be ...


4

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. I just tried it and it worked OK. I seem to recall that in Civi 4.3 and lower this was slow or broken, but should work in any modern version of Civi.


4

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 ]. Earlier in prior version most of the Get.api aren't working because the buildClause() was designed according to Search formValues format [array(values)], so there ...


4

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.


4

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 CRM-18435 in particular is getting a fix in the August 3rd release of CiviCRM. You can patch it now if you know how (patch is linked from the ticket above) ...


4

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. It looks like the mapit API can give you England/Wales/Scotland/NI too (though it's trivial to translate from the European Region). We did similar to @...


4

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 that are removed from smart group.


4

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.


4

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 info will only help specific cases. Another Quick Note I solved a different Smart Group/Saved Search issue by switching "Empty" operators to "Null" operators ...


4

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 group". Then use the include/exclude custom search to exclude all the contacts on the "in any group" group. Then you can add them to a "not in any group" group. ...


3

I will assist Xavier answer, as I don't have reputation to comment. The user permission can be found navigating to Administer>User and Permissions>Permissions>WordPress Access Control URL: www.yoursite.com/wp-admin/admin.php?page=CiviCRM&q=civicrm/admin/access/wp-permissions&reset=1 CiviCRM: profile listings and forms has to checked for anonymous ...


3

The list of recipients is created during the mailing creation process (i.e. when you assign the groups to the mailing). This is primarily to avoid any permissioning issues when sending the mailing. The easiest approach is to edit and save the mailing again, which will create a new set of recipients from the groups. Alternatively if the mailing is still in ...


3

I am fairly sure I've seen this happen (on 4.5.8, at least) when contacts have been manually added to the Smart Group. So the initial page shows everyone - 'smart' and manual, but when you click 'Edit Smart Group Search Criteria for' it just shows the 'smart' contacts ie. the results of the search.


3

I'm on WordPress with CiviCRM 4.6.3 and was experiencing a similar issue viewing a page with the profile search shortcode as a Subscriber role. However, it was throwing a different permissions error: The requested Profile (gid=43) is disabled OR it is not configured to be used for 'Profile' listings in its Settings OR there is no Profile with that ID OR >...


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