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  1. CiviCRM
  2. CRM-19571

Smart Groups don't save Relation Contact settings

    Details

    • Documentation Required?:
      None
    • Sprint:
      4.7.14 Search
    • Funding Source:
      Core Team Funds

      Description

      When creating a smart group based on an advanced search using relationships, the option to Display Results as Related Contact are not saved in the smart group.

      To Replicate:

      • http://dmaster.demo.civicrm.org/civicrm/
      • Advanced Search
      • In Relationships, select Employer of (to search for all Contacts who have Employer relationships)
      • In Display Relationships As, select Related Contacts, Employee of (to show the results as the related employee or the employer)
      • Submit the search
      • Observe that the results are correct
      • Click All x Records
      • Select Action Groups - create smart group
      • Give it a name and check Mailing List, the Save Smart Group
      • Click on Done
      • Observe that the results returned no longer show the employee
      • Click on the smart group now listed under Recent items to reload it
      • Observe that it still no longer shows the employee
      • Click to edit the search paramaters
      • Observe that the Display As has reverted to Contacts

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            People

            • Assignee:
              monish.deb Monish Deb
              Reporter:
              robbrandt Rob Brandt
            • Votes:
              2 Vote for this issue
              Watchers:
              4 Start watching this issue

              Dates

              • Created:
                Updated:
                Resolved: