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Author Topic: Selecting people in/not in a TYPE of group  (Read 444 times)

LindseyM

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Selecting people in/not in a TYPE of group
February 13, 2012, 10:05:18 am
Along with Access Control and Mailing List we have set up another group type - Meetings.  I need to identify individuals who are not in a Meetings group.  Is there a one-stop shop to identify individuals not in a type of group, combining this with other fields eg all men who are not in a Meetings group? I know about the Not in Groups or Tags search but it doesn't seem to meet this need. Or am I missing something? We have well over 100 Meetings groups, hence me wanting to filter by type of group as a whole.  Thanks.

ctarascio

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Re: Selecting people in/not in a TYPE of group
February 13, 2012, 10:49:55 am
lindsey,
i think that in order for you to be able to do what you want to do you will have to create an identifier (custom field?) that will allow you to know who is in a meeting groups and who isn't.

i don't know your setup but this might work:
--create a custom field called e.g. "in meeting group" maybe make it a yes/no radio button
--use the custom search: Include / Exclude Contacts in a Group / Tag to isolate those individuals who are not in meeting groups
--export those individuals. be sure to export their Civi unique ID and the newly created custom field (which will be empty)
--using excel (for example) globally put  a zero "0" in the "in meeting group" custom field (0=no;1=yes)
--do an import/update to update the custom field in civi
--at this point everyone not in a meeting group would be identified but you would have to maintain this going forward. if you did you would have a lot more flexibility for your searches e.g. all men not in a meeting group

depending on whether you have more individuals not in meeting groups than in them, you might want to reverse the logic of the steps

hope this was helpful.
cynthia

LindseyM

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Re: Selecting people in/not in a TYPE of group
February 13, 2012, 02:43:32 pm
Thanks for the suggestion Cynthia.  It has helped me to generate some other ideas on it, perhaps playing around with smart/parent groups to help simplify things. Thanks!
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  • Selecting people in/not in a TYPE of group

This forum was archived on 2017-11-26.