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Author Topic: how to create smart group based on organization attributes of related contacts  (Read 751 times)

daveatkins

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how to create smart group based on organization attributes of related contacts
October 12, 2011, 12:01:57 pm
I need a smart group consisting of Canadian users who are employees of Government Organizations. To find these contacts, I would search for Individuals who have Country = Canada and whose employer is of type "Government Organization" This "type" field is a custom field for the organization.

Is this possible? I find no results; if I search for the organizations, I find them, but I need the contacts, not the organizations.

This seems like a simple query...find the organizations, then all the contacts who are employees of those organizations. What am I missing?

petednz

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Re: how to create smart group based on organization attributes of related contacts
October 12, 2011, 01:23:13 pm
At the top right of Adv Search there is now the option to specify the type of output you want, including Relationships. Does that help?

Otherwise I would think that something like
Contact Type = Individual
Relationship = Employee of
Group = (make a Smart Group based on that Custom Field you have)

Alternatively use a Tag instead of your Custom Field if you want to avoid having a Smart Group that is dependent on another Smart Group
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Dave Greenberg

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Re: how to create smart group based on organization attributes of related contacts
October 12, 2011, 02:40:46 pm
When 4.1 comes out, there will be a new feature within Advanced Search which will make this easier. You'll be able to limit the results to relationships (e.g. employee of) where the target (e.g. employer) is in a specific group (in your case, Government Organizations).

http://issues.civicrm.org/jira/browse/CRM-8933

Thx for a great contribution from a community member - Andrew Harris!
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daveatkins

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Re: how to create smart group based on organization attributes of related contacts
October 13, 2011, 06:42:32 am
petednz, that sounds like a great solution. I did not know it was possible to "nest" smart groups in this way. It's basically a subquery. I'll try and see how this works.
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This forum was archived on 2017-11-26.