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Rich Lott
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README.md

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# CiviCRM AutoGroup extension
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This extension allows you to choose a set of groups which will be added to new
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contacts if the logged in contact is also in that group.
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e.g. If Staff member Wilma is in the group 'Region: Birmingham' and Wilma adds a
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new contact, it can automatically add the new contact into 'Region: Birmingham'
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group.
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## Why this was created
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If you are using Access Control Lists (ACLs) to restrict access based on groups,
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e.g. a client of ours has a regional model whereby staff in different regions
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only access contacts for that region, then it's annoyingly easy to add a contact
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and immediately lose access to it because you forgot to add them into your
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regional group.
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But you may find it useful for other purposes, too.
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## Install and configuration.
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Install is pretty simple, nothing special here. If it's lucky enough to get
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listed you may be able to do it with a click from within CiviCRM. Otherwise
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download the zip file and unzip it in your extensions directory and then click
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install on the extensions list page.
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Configuration is done by `<yoursite>/civicrm/admin/autogroup` - you should find
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a "Configure AutoGroup" link under the **Administer** menu. **Note that you need
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'administer CiviCRM' permission to access the configuration.**
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On that page you'll see a list of all your groups. Select the ones you want the
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extension to auto-add. (To select more than one hold Ctrl key as you click them,
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or for Mac users, it's probably the option key.) then press Save.
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Notes:
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- Only normal groups are listed. (i.e. not mailing groups and not access
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groups).
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- If you don't select any, the extension does nothing.
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- If you add a new group and you want it to auto-add to new contacts, you'll
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need to use the configure page again; new groups default NOT to be included.
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## Ideas people, coding people
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This has been created for a specific client's needs, but made as an extension as
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it seemed to me to be a potentially common issue.
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There are phpunit tests for the functionality.
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Currently it's very simple, simplistic even. Please use the Issue Queue to
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discuss any improvements. Please also note that a more general nuts-and-bolts
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solution to your problem may be found in using CiviRules instead.
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Enjoy :-)

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