Author Topic: how to limit every contact can only follow one group (Read 605 times)

henro · March 03, 2015, 11:36:45 pm

hi all,
i want to limit one group for one contact

since i see , the grup field allow contact follow more than one group

thanks for help

Coleman Watts · March 04, 2015, 05:58:28 am

Maybe you should use a custom field and not groups.

henro · March 05, 2015, 02:27:50 am

thanks for your replay sir,

i also think like that,
but how i can set the custom field to be related to groups in civicrm.

i mean like this :
when a contact select a group via custom field , automatically assigned to group.

regards

Coleman Watts · March 05, 2015, 06:11:46 am

Have you tried smart groups?

henro · March 05, 2015, 05:52:42 pm

Thanks a lot sir
solved with smart groups

henro · March 05, 2015, 06:10:43 pm

btw,
is there a way to add a custom field ( type : alpanumeric ; select ) where the list ( multiple choice ) take from smart group.
so when a contact select one of them, automatically the contact be assigned to the smart group selected.

thanks again sir

petednz · March 05, 2015, 07:05:08 pm

dont think so - but if you turn this thought around - why not buiild the smart group off the custom field - why won't that achieve the outcome you want?

henro · March 05, 2015, 07:18:46 pm

thanks sir,

do you mean the criteria of the smart group taken from custom field value? if so, now i looking how to that.

or could you like to help me to this thing

regards

petednz · March 05, 2015, 09:05:27 pm

i don't know what sort of help you mean.

1 make a custom field with options eg Apple, Orange and set it to 'searchable'
2 in Adv Search choose the option from your field that you want to create the Smart Group of eg Apple
3 under Actions use 'New Smart Group'
4 bingo

henro · March 05, 2015, 11:21:03 pm

thanks you sir

for your kindly

that is very help and i am clearly

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Author Topic: how to limit every contact can only follow one group (Read 605 times)

henro

how to limit every contact can only follow one group

Coleman Watts

Re: how to limit every contact can only follow one group

henro

Re: how to limit every contact can only follow one group

Coleman Watts

Re: how to limit every contact can only follow one group

henro

Re: how to limit every contact can only follow one group

henro

Re: how to limit every contact can only follow one group

petednz

Re: how to limit every contact can only follow one group

henro

Re: how to limit every contact can only follow one group

petednz

Re: how to limit every contact can only follow one group

henro

Re: how to limit every contact can only follow one group