Author Topic: Smart groups (Read 2973 times)

robinhood · January 03, 2009, 11:49:20 am

Can you folks explain how smart groups work? In particular, what happens when you add a contact to a smart group manually on the Groups tab? Will the manual selection override the result of the smart group search criteria? Is the manual selection permanent, or will subsequent smart group selections change it?

Donald Lobo · January 03, 2009, 01:29:50 pm

1. the manual selection is present until you remove it (manually).

2. Yes the manual selection will override the smart group results

3. the manual selection is permanent

lobo

Denver Dave · January 09, 2009, 06:31:17 pm

This might be OK, but normal participation in smart groups does not show up under the groups tab for a contact. However, if the contact is manually added to a group they would not normally belong to, then they show up on the contacts list of groups.

robinhood · January 12, 2009, 03:32:37 am

Yes the fact that the smart group is not visible in the contact screen adds some confusion. We have people who are entering data, and manually adding a contact to a group because they know that the contact is supposed to be in the group, rather than letting the smart group selection do its work. They look at a contact screen and say, well it isnt working because they are supposed to be in this group but theyre not.

Dave Greenberg · January 12, 2009, 08:45:42 am

I agree that it would be preferable if smart groups were explicitly displayed in Groups tab. I'm thinking that the performance / scalability constraints which were obstacles to this may be less of an issue with caching improvements so I've added it as a possible feature for 2.3. As usual, if this is critical to your organization you can help make it happen by committing resources / submitting a patch for 2.3.

joemaine · January 21, 2009, 08:54:22 am

Quote

I've added it as a possible feature for 2.3.

Showing the Smart Groups in the groups tab would be great to see - Can you also add the option to allow the smart group to be either/both "Access Control" "Mailing List" group types?

This functionality combined with CiviGroup Roles Sync would be wonderful. Smart Groups do not currently update Drupal Roles - or am I missing something?

Dave Greenberg · January 21, 2009, 01:35:18 pm

Joe - in 2.2 you can assign Mailing List group type to smart groups. There are scaling issues with allowing smart groups to be used as Access Control groups - which we might figure out down the road but not on the short term road map. However, your requirement might be handled by the ACL hook functionality (which will require some coding).

http://wiki.civicrm.org/confluence/display/CRMDOC/CiviCRM+hook+specification#CiviCRMhookspecification-hookcivicrmaclWhereClause

davej · April 14, 2009, 07:04:51 am

Hi,

Use case: a contact has been accidentally manually added to a smart group.

By going to the contact's Groups tab, there is the option to Remove. However it appears that this leaves the contact manually removed from the smart group, so that even if they meet the smart group criteria, they will be excluded. I.e. they remain an exception, but they become a negative rather than positive exception. Whereas what is wanted is to cancel their manual addition to the smart group, so that they are no longer an exception. Can this be done?

Dave J

Donald Lobo · April 14, 2009, 07:08:51 am

For 2.2 and prior, you will need to go in and manually remove the contact from the database (civicrm_group_contact) table

If this is important to you, consider filing an issue and attaching a patch

thanx

lobo

Denver Dave · April 14, 2009, 07:29:09 am

I'm amazed at how many smart groups are being created, in fact, almost all of our groups are smart groups. In Colorado we have 65 political house districts and 35 senate districts, add www.HealthCareForAllColorado.org chapters and splits by occupation and we get at least 100 to 200 smart groups. This is good, but perhaps a consideration on how to display.

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News:

Author Topic: Smart groups (Read 2973 times)

robinhood

Smart groups

Donald Lobo

Re: Smart groups

Denver Dave

Re: Smart groups

robinhood

Re: Smart groups

Dave Greenberg

Re: Smart groups

joemaine

Re: Smart groups

Dave Greenberg

Re: Smart groups

davej

Cancel manual addition to smart group

Donald Lobo

Re: Smart groups

Denver Dave

Re: Smart groups