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Author Topic: Smart Group Status Question  (Read 1722 times)

qjensen

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Smart Group Status Question
February 17, 2011, 09:28:50 am
I have a process where I limit access to some information based on Smart Group membership. When I recently imported new contacts, they were automatically added to the smart group but their status was listed as "Smart" and they couldn't get access to the info. I had to go and manually add these people to the group. Their status changed to "Added" and everything worked.

I am just starting to use Smart Groups with this client so I am wondering if this is the expected behavior, or did I miss something.

Thanks for clarifying.
Quint Jensen
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rjb

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Re: Smart Group Status Question
February 18, 2011, 05:14:54 am
Hi, Quint.

It's frustrating, but I think you're right on this one - smart members of groups don't seem to trigger the membership -> drupal role sync. You have to add people manually to a group for this to trigger. That said, the group CAN be a smart group (unlike with ACL permissions), but the adding has to be manual. It's odd.

I've got around this myself by using a profile form where everyone who fills in the form gets added to a group (even though it's dynamic, the system accepts them as 'added' members). Luckily, my use case makes this workable - perhaps it's something you could look into too as a stop-gap solution?

Best,

RJB

qjensen

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Re: Smart Group Status Question
February 18, 2011, 07:59:44 am
OK - I can understand that it doesn't trigger the role sync. What about API calls?

On the same site I am using a module I wrote to limit access to event price options based on groups. When I ask CiviCRM for a list of groups belonging to the currently logged in user I don't get the smart group until I manually add the user. I can see the SmartGroup membership in the contact view, but it seems to be invisible to the API.

 
Quint Jensen
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Donald Lobo

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Re: Smart Group Status Question
February 18, 2011, 08:40:27 am

smart group status are not exposed in most / all "group" pages (contact / api etc). basically this can potentially be expensive if you have lots of smart groups. there is an exisiting mih for this to help make progress with the issue, check:

http://civicrm.org/mih (search for Smart Group)
http://civicrm.org/civicrm/contribute/transact&reset=1&id=3&widgetID=1

lobo
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wildx22

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Re: Smart Group Status Question
February 21, 2011, 10:58:01 pm
With the CiviGroup Roles Sync module I have been able to sync a smart group with a Drupal role with no trouble.
http://wildx.org/
http://cherylsun.me/

rjb

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Re: Smart Group Status Question
February 22, 2011, 01:05:34 am
Quote from: wildx22 on February 21, 2011, 10:58:01 pm
With the CiviGroup Roles Sync module I have been able to sync a smart group with a Drupal role with no trouble.

Really? That'd be superb. Is this even including when members are added to the group dynamically via the smart criteria?

wildx22

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Re: Smart Group Status Question
February 23, 2011, 03:26:05 am
^ Yup. Well it's certainly working for me!
http://wildx.org/
http://cherylsun.me/

rjb

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Re: Smart Group Status Question
February 23, 2011, 04:46:12 am
Goodness! Will be sure to check this out when I upgrade later on in the week... Thanks!

petednz

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Re: Smart Group Status Question
February 23, 2011, 10:32:30 am
Our experience was that the people added to Groups for synching with Roles only get their Roles updated when they log in - since that is the point at which Drupal says 'hmmm, wonder what roles to give to this person'

So double check by actually logging in, not just by looking at the Roles a User has.
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Smart Group Status Question

This forum was archived on 2017-11-26.