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| 1 | +# CiviCRM AutoGroup extension |
| 2 | + |
| 3 | +This extension allows you to choose a set of groups which will be added to new |
| 4 | +contacts if the logged in contact is also in that group. |
| 5 | + |
| 6 | +e.g. If Staff member Wilma is in the group 'Region: Birmingham' and Wilma adds a |
| 7 | +new contact, it can automatically add the new contact into 'Region: Birmingham' |
| 8 | +group. |
| 9 | + |
| 10 | +## Why this was created |
| 11 | + |
| 12 | +If you are using Access Control Lists (ACLs) to restrict access based on groups, |
| 13 | +e.g. a client of ours has a regional model whereby staff in different regions |
| 14 | +only access contacts for that region, then it's annoyingly easy to add a contact |
| 15 | +and immediately lose access to it because you forgot to add them into your |
| 16 | +regional group. |
| 17 | + |
| 18 | +But you may find it useful for other purposes, too. |
| 19 | + |
| 20 | +## Install and configuration. |
| 21 | + |
| 22 | +Install is pretty simple, nothing special here. If it's lucky enough to get |
| 23 | +listed you may be able to do it with a click from within CiviCRM. Otherwise |
| 24 | +download the zip file and unzip it in your extensions directory and then click |
| 25 | +install on the extensions list page. |
| 26 | + |
| 27 | +Configuration is done by `<yoursite>/civicrm/admin/autogroup` - you should find |
| 28 | +a "Configure AutoGroup" link under the **Administer** menu. **Note that you need |
| 29 | +'administer CiviCRM' permission to access the configuration.** |
| 30 | + |
| 31 | +On that page you'll see a list of all your groups. Select the ones you want the |
| 32 | +extension to auto-add. (To select more than one hold Ctrl key as you click them, |
| 33 | +or for Mac users, it's probably the option key.) then press Save. |
| 34 | + |
| 35 | +Notes: |
| 36 | + |
| 37 | +- Only normal groups are listed. (i.e. not mailing groups and not access |
| 38 | + groups). |
| 39 | + |
| 40 | +- If you don't select any, the extension does nothing. |
| 41 | + |
| 42 | +- If you add a new group and you want it to auto-add to new contacts, you'll |
| 43 | + need to use the configure page again; new groups default NOT to be included. |
| 44 | + |
| 45 | +## Ideas people, coding people |
| 46 | + |
| 47 | +This has been created for a specific client's needs, but made as an extension as |
| 48 | +it seemed to me to be a potentially common issue. |
| 49 | + |
| 50 | +There are phpunit tests for the functionality. |
| 51 | + |
| 52 | +Currently it's very simple, simplistic even. Please use the Issue Queue to |
| 53 | +discuss any improvements. Please also note that a more general nuts-and-bolts |
| 54 | +solution to your problem may be found in using CiviRules instead. |
| 55 | + |
| 56 | +Enjoy :-) |
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