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  • Search builder - can't search contacts not assigned to any group
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Author Topic: Search builder - can't search contacts not assigned to any group  (Read 3525 times)

kdas

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Search builder - can't search contacts not assigned to any group
January 24, 2009, 10:47:34 am
1. Need to find a way to search all the contacts who are not assigned to any group and then assign to a Smart Group. Tried search builder with the following values:
Individual - Groups(s) - IS NULL
Please note that the last value field didn't have any value.
I get the error:
"Please correct the following errors in the form fields below:
Please clear your value if you want to use IS NULL operator. "

Even though the value field is blank.

2. Is there a way to assign a defalut group when you add a new Individual? I know you can do it if you add a contact using a custom profile and in profile setting you can assign a default group. Is there a way to do the same without using profile? Or is there a way to make user select one of the premitted group mandatory before saving the New Individual?

Thanks in advance for your help.

Donald Lobo

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Re: Search builder - can't search contacts not assigned to any group
January 24, 2009, 03:51:10 pm

1. Please file an issue and we'll fix in a future 2.x release. If important to your org, please consider filing a patch along with the issue (and if the patch is not too complex, it might make it into the 2.2 release)

2. You can create a link with a default group id, e.g.:

http://drupal.demo.civicrm.org/civicrm/contact/add?ct=Individual&reset=1&gid=4

will select the Advisory Board group by default. So the contact will be added to that group
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georgerc

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Re: Search builder - can't search contacts not assigned to any group
January 27, 2009, 08:15:46 am
I'm having the same issue: can't search for all not in a group, though I don't need the default. Please let me know if you come up with a fix.

Thanks!

Donald Lobo

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Re: Search builder - can't search contacts not assigned to any group
January 27, 2009, 09:14:02 am

v2.1 ships with a custom search for "include/exclude in a group"

check: http://drupal.demo.civicrm.org/civicrm/contact/search/custom/list?reset=1

lobo
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kdas

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Re: Search builder - can't search contacts not assigned to any group
January 27, 2009, 12:27:33 pm
Thanks for your responses. I tried custom search to exclude all the groups and it did not select any contacts.

kdas

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Re: Search builder - can't search contacts not assigned to any group
January 27, 2009, 12:30:10 pm
Adding gid in the url is a very good option. Thank you!!! :)

georgerc

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Re: Search builder - can't search contacts not assigned to any group
January 28, 2009, 10:20:44 am
Is there any way to provide that custom search as a patch to 2.0?
I'm on Drupal 5 because of other modules that haven't upgraded to 6, so I can't upgrade to CiviCRM 2.1.

Donald Lobo

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Re: Search builder - can't search contacts not assigned to any group
January 28, 2009, 10:50:13 am

unfortuantely not. it involved a fair amount of restructuring of some core code

lobo
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btucker_

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Re: Search builder - can't search contacts not assigned to any group
February 11, 2009, 08:00:10 am
A very clunky way of doing it is to add everyone to one group. Then search for all other groups excluding the "everyone group". You can then remove these from the "everyone group" and so have a group which which is everyone who wasn't in a group previously.

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Search builder - can't search contacts not assigned to any group

This forum was archived on 2017-11-26.