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  • Two Smart Groups have totally different search criteria UI's, why?
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Author Topic: Two Smart Groups have totally different search criteria UI's, why?  (Read 519 times)

mdlueck

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Two Smart Groups have totally different search criteria UI's, why?
April 09, 2014, 03:38:22 pm
With CiviCRM 4.1.3 on Drupal 6, a number of Groups and Smart Groups are set up. Two are the focus of attention presently which the UI states are Smart Groups. Within the Settings screen of the Smart Group I then click "Edit Smart Group Criteria". On that screen I open the twisty "Edit Search Criteria" and there is a single combo box control "Contact Type" in both of these groups I need to edit the settings of.

Usually I see a much more complex search UI with various sections of search criteria: Advanced Search \ Basic Criteria \ Address Fields \ Custom Fields \ etc...

Is there a way to toggle Smart Groups to use a simple or advanced search UI?

I believe I need these two groups which have the simple search UI to have the advanced search UI as the request is to search based on having interacted with the contact within the past n years, and merely a "Contact Type" combo box is not going to accomplish that objective. Suggestions?

I am thankful,
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Michael Lueck
Lueck Data Systems
http://www.lueckdatasystems.com/

JonGold

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Re: Two Smart Groups have totally different search criteria UI's, why?
April 09, 2014, 03:48:48 pm
Hi Michael,

The search UI is tied to the search used when the smart group was created - which makes sense, since there's plenty of searches that can be done using Search Builder (or custom searches) that can't be represented in Advanced Search.

Someone more clever than me might have a suggestion involving changing a value in the civicrm_saved_search table, but I think your best bet would be to just create a new smart group using Advanced Search.
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mdlueck

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Re: Two Smart Groups have totally different search criteria UI's, why?
April 09, 2014, 03:54:21 pm
Greetings Jon,

hhhmmm... Wonder how it was ever suppose to search based on "having been contacted within the past n years" if the only criteria is the one combo box.

Very well then, I will take your suggestion of simply building new smart groups and see if we arrive at success that way rather than editing the smart groups present.

I am thankful,
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Michael Lueck
Lueck Data Systems
http://www.lueckdatasystems.com/

mdlueck

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Re: Two Smart Groups have totally different search criteria UI's, why?
April 10, 2014, 07:56:10 am
All right, question on Smart Group capabilities since I am going to build brand new Advanced Search Smart Groups:

I see in the CiviCRM 4.1.3 Advanced Search ways to perform date calculations based on entering a static date. Is there a way to create a Smart Group which will always calculate "currentdate - n years" so that it is not necessary to update the settings of the Smart Group before using the Smart Group for a task? Or is it necessary to first edit the settings of the Smart Group, then go use the Smart Group?

I am thankful,
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Michael Lueck
Lueck Data Systems
http://www.lueckdatasystems.com/

JonGold

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Re: Two Smart Groups have totally different search criteria UI's, why?
April 10, 2014, 08:15:02 am
Hi Michael,

The feature you want was added in CiviCRM 4.2: https://civicrm.org/mih42#reldate
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mdlueck

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Re: Two Smart Groups have totally different search criteria UI's, why?
April 10, 2014, 09:02:16 am
Greetings Jon,

Thank you so much for providing the link to the announcement to the capability we are seeking. I have asked for an outage this weekend to perform a Civi upgrade in order to gain that new capability.

I am thankful,
--
Michael Lueck
Lueck Data Systems
http://www.lueckdatasystems.com/
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Two Smart Groups have totally different search criteria UI's, why?

This forum was archived on 2017-11-26.