CiviCRM Community Forums (archive)

hi,

Is there a way to exclude the smart groups from the assign drop down ?

1. Assign group from Tab -> Groups
go to CRM/Contact/Form/GroupContact.php line around 105 - 110
get only static groups as all groups, which will exclude smart groups.

2. Assign group by Edit contact from tab or profile
go to CRM/Contact/Form/GroupTag.php line around 96 add 'saved_search_id' in select clause and then do not process smart group in while loop
like

SELECT id, title, description, visibility

to

SELECT id, title, description, visibility, saved_search_id

then inside while loop

//exclude smart groups
if ( $dao->saved_search_id ) {
      continue;
}

3. Assign group from search - more actions - Add Contact To Group
go to CRM/Contact/Form/Task/AddToGroup.php line around  118 get static groups.

$group = array( '' => ts('- select group -')) + CRM_Core_PseudoConstant::group( );
to
$group = array( '' => ts('- select group -')) + CRM_Core_PseudoConstant::staticGroup( );

Hope this help

kiran

right now, it's possible to assign a contact to a smart group. It leads to users adding to groups instead of changing the criterias so they are automatically in the group (eg a smart group "male" based on the demographic gender field). Users add John to the group instead of setting his gender, and that's a mess quite quickly.

Is there a way to exclude the smart groups from the assign drop down ?

really good point - but can you clarify - when you say the 'assign drop down' are we talking on the summary contact screen or in the groups tab or somewhere else?

always wondered why this was even an option?
Seems to go against the whole point of a smart group and from a usability standpoint any client I show this too just looks at me confused?

There are occasions where we do add a 'static' person to a 'smart group' so I am just trying to avoid losing something that we do use. Though I accept that there could be a case for making this more of an exception and therefore harder to achieve (by accident) ;-)

Reply to peterd

Ok - i am still confused. If we are talking about the "more actions' dropdown then obviously that needs to be there when ever a search is done and 'all results' are selected - since this is how Smart Groups are often created. So is the suggestion here that if only some results are selected that 'make a smart group' is not an option (from memory it tells you this won't work anyway)

No this is not what I ment.

Or is the suggestion to remove the Smart Groups from the list of Groups that shows via a Contacts 'Groups Tab'

That's one of the places where it shows up. But also after the three steps I mentioned in my former posting. But I am only interested in step 3 in which a contact is assigned to a group. Kiran mentioned a few more

or from the list of Groups that shows at foot of the 'edit contact' page

Checked that one, but couldn't find it on my site (2.2.7)

Let me try to clarify how I try to keep groups organized. I have 9 regular groups and 5 smart groups.
Smart group 1: all contacts. I need this only to organize SG2
Smart group 2: all ungrouped contacts. SG1 minus join of all regular groups. A mailinglist
Smart group 3-5: Join of one ore more regular groups. All mailinglists

SG 2-5 are used by my CRM-maintainer to send mailings. She assigns contacts only to regular groups. If she should by accident assign contacts to smart groups, contacts get in mailinglists in which they don't belong.

I can understand that smart groups are used to withdraw contacts from groups, for instance when the unsubscribe or opt-out. I am appreciating this feature very much. But maybe this feature could be confined to withdraws and not used for assigns

Best regards, Rik

A smart group is contained with a regular CiviCRM group (what fen refers to as an auxilary group). membership in a group can be of type: Added/Pending/Removed and hence u do not need 2 auxilary groups

We do not expose in a easy manner which folks are added via the auxilary group. This can be easily coded / rectified

lobo

its used during the civimail double opt-in process

when we receive a subscription request, but before we've gotten the confirmation email

lobo