Author Topic: Smart Group Saved Search Criteria? (Read 1158 times)

dgreenbergz · October 30, 2007, 09:45:13 am

Hi,

Are the criteria set during Smart Group set up saved, like import mapping sets? If not, it would be a very helpful feature, we think. Then, upon reviewing a smart group, one could see what criteria was originally used, and adjust/update/save it.

If it is saved, kindly let me know where it can be reviewed. It seems, upon editing a Smart Group, there is a "blank slate", all boxes unchecked, with no clear evidence of what criteria was chosen in the the first place.

Thanks,

Douglas

geilhufe · October 30, 2007, 12:50:53 pm

When you click the link " Edit Smart Group Search Criteria for [GROUPNAME]", the search criteria is all blank, however, if you scroll down to just above the search results, you will see the criteria.

Code: [Select]

Volunteer (smart group) - Found 22 group members

    * Tagged IN Volunteer

Dave Greenberg · October 31, 2007, 10:20:03 am

Actually - the following steps should get you to the Advanced Search screen with the smart group search criteria pre-filled:

* >> Manage Groups
* Click Members for a smart group
* Click Edit Smart Group Search Critieria for [GROUP NAME]
* Click plus sign to open the search form

You can see an example here:
http://demo.civicrm.org/drupal/civicrm/contact/search/advanced?reset=1&force=1&ssID=5

If you're NOT seeing your smart group criteria - this may be a bug. In this case, please recreate on demo and file an issue.

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Author Topic: Smart Group Saved Search Criteria? (Read 1158 times)

dgreenbergz

Smart Group Saved Search Criteria?

geilhufe

Re: Smart Group Saved Search Criteria?

Dave Greenberg

Re: Smart Group Saved Search Criteria?