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  • Are Group Custom Fields Searchable?
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Author Topic: Are Group Custom Fields Searchable?  (Read 641 times)

LindseyM

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Are Group Custom Fields Searchable?
October 12, 2013, 04:28:43 am
When you set up a custom field for a group (eg Day the group meets or Role - host, leader) there's an option in the set up to make the field searchable. I've ticked this but cannot see the field in Advanced Search. How can I search on a Group custom field? I'd like to create Smart Groups from some of those fields but can't without searching on them first. Many thanks.

Donald Lobo

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Re: Are Group Custom Fields Searchable?
October 12, 2013, 05:58:52 am

That field is primarily for contacts (might be applicable to other objects like contributions). Not currently exposed in group search. A good idea to expose this in group search

lobo
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LindseyM

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Re: Are Group Custom Fields Searchable?
October 12, 2013, 02:49:15 pm
Thanks lobo. It's really helpful having custom fields specific to groups, being able to record information like the day and time groups meet etc. Being able to search 'all groups that meet on a Wednesday' or 'groups in this postcode' would be excellent. You mentioned that it's a good idea to expose these fields in a search... and the tick box exists to show you want to show it in Advanced Search.

How would we go about exposing it? Or is this something that needs to happen in core for it to be possible? Thanks!   

Donald Lobo

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Re: Are Group Custom Fields Searchable?
October 13, 2013, 10:22:10 am

U'll need to make and submit changes to the group search code. Note that this is not part of advanced search (which is contact search)

lobo
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petednz

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Re: Are Group Custom Fields Searchable?
October 13, 2013, 11:25:03 am
I was curious about Search Builder - had a look on live.
http://drupal.demo.civicrm.org/civicrm/admin/custom/group?action=add&reset=1
lists under 'used for' two different listings for Groups.

Created a custom data field set for both each with one field.

One set showed on Group - the other set showed in Search Builder and Adv Search

Some obvious reason why there are two 'Groups' showing along with Individuals, Contributions, etc?

(I realise those won't be a quick cut for Lindsey)
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LindseyM

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Re: Are Group Custom Fields Searchable?
October 15, 2013, 01:41:28 am
Thanks for digging Pete - that's fascinating! I just did the same myself, so to clarify:

1. If you create a custom field choosing the first mention of Groups in 'Used for' it shows in Group Settings as a field but not in searches.
2. If you create a custom field choosing the second mention of Groups in 'Used for' it does not show in Group Settings as a new field but does show in Advanced Search and Search Builder.

I hope this isn't a stupid question, but is it possible to somehow merge these two functionalities so that we get a really helpful feature - creating custom fields for Groups which are easily searchable in Advanced Search and Search Builder? This opens up so many possibilities for people using Groups... and it seems the functionality is already there. Maybe it was just a mistake early on that it got separated and listed twice in 'Used for'.

As an aside I'm aware of the current limitations of reporting on groups and we're hoping to do some work on this. Being able to create, search and report on group custom fields would be fantastic... and we will of course feed it back in!

Deepak Srivastava

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Re: Are Group Custom Fields Searchable?
October 15, 2013, 07:06:02 am
Just to clear the confusion - custom fields for groups are NOT available for searches.

The reason they appear on demo is because somebody has created a new contact subtype with label as 'Groups' - http://drupal.demo.civicrm.org/civicrm/admin/options/subtype?reset=1,
and thats what you see on search builder and adv search.
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petednz

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Re: Are Group Custom Fields Searchable?
October 15, 2013, 11:42:53 am
thanks - guess that begs the next question - doesn't demo get refreshed nightly? if so, is that 'groups' now in the repo? if so, won't that just add confusion?
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Deepak Srivastava

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Re: Are Group Custom Fields Searchable?
October 15, 2013, 11:42:28 pm
Demo does get reset every alternate day, or upon request when something is really not working or fatal.

At the time of writing this post i no longer see the same subtype or custom fields.
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petednz

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Re: Are Group Custom Fields Searchable?
October 15, 2013, 11:57:53 pm
Ok thanks - thought it use to be daily but maybe it changed, or maybe i forgot.
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Are Group Custom Fields Searchable?

This forum was archived on 2017-11-26.