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Importing Smart Groups

Posted: Thu Dec 13, 2012 2:44 pm
by mchapman
There is reference in the documentation to smart groups “Imported from Bookends.”

I understand that such groups will become static groups on Bookends on Tap. How do I import them? Will they be changed with any changes to the group in Bookends at the next sync?

Thanks,

Mark

Re: Importing Smart Groups

Posted: Fri Dec 14, 2012 11:12 am
by Serge
Smart groups transferred from Bookends to Bookends On Tap will be updated on the device if the members change in Bookends (i.e. if references are added or removed from the smart group). Smart groups will be transferred to Bookends On Tap only if you have selected “Selected groups” and have checked one or more smart groups. The more smart groups you check, the longer the sync will take.

Re: Importing Smart Groups

Posted: Fri Dec 14, 2012 11:20 am
by mchapman
Sorry, I seem to be missing something.

How do I transfer smart groups to Bookends on Tap?

Where do I choose “Selected Groups”?

Re: Importing Smart Groups

Posted: Fri Dec 14, 2012 12:00 pm
by Serge
Please see our user guide - "Sync all references or just selected groups" section.
http://www.sonnysoftware.com/bookendsontap/docs/

Re: Importing Smart Groups

Posted: Fri Dec 14, 2012 12:27 pm
by mchapman
I am sorry I was not clear enough.

I read that section but I didn’t know how to see that dialogue. Syncing works fine but when the sync happens I do not see a dialogue that lets me choose what to sync.

However, I did figure out the problem. Somewhere along the line I turned on Autosync in Bookends On Tap which removes the dialogue from Bookends.

Thanks, Mark

Re: Importing Smart Groups

Posted: Fri Dec 14, 2012 12:33 pm
by mchapman
Hmmm. Maybe I don’t understand what is going on.

I want to sync all my references and have both my static groups and my smart groups available on my iPad. I can’t seem to figure out how to do that.

Re: Importing Smart Groups

Posted: Fri Dec 14, 2012 1:38 pm
by Serge
That is not currently supported, but I will look what can we do.

Re: Importing Smart Groups

Posted: Fri Dec 14, 2012 2:03 pm
by mchapman
That explains my problem. Much thanks.

Re: Importing Smart Groups

Posted: Fri Dec 14, 2012 2:18 pm
by Jon
For now, try making a smart group "All BOT" (or whatever) in Bookends and have it find all reference (something like "where title is not empty", or whatever you know will find all). Then when you sync only groups, all references will sync.

Jon
Sonny Software

Re: Importing Smart Groups

Posted: Fri Dec 14, 2012 2:57 pm
by mchapman
Great Idea! I will do that. Thanks.

Re: Importing Smart Groups

Posted: Wed Apr 15, 2015 4:57 am
by ZC1ifi
+1 for support/import of (smart) groups in BOT (Jon's workaround works but should not be necessary. I too was somewhat baffled when I could not select the various groups when importing EXCEPT when I choose a group import only).

Re: Importing Smart Groups

Posted: Wed Nov 18, 2015 12:14 pm
by Farcas
So is there a way to sync smart groups without clicking on each smart group individually during sync? And I don't just need the references but the groups/folders they're in. Is this possible via Jon's workaround?



Thanks!

Re: Importing Smart Groups

Posted: Thu Nov 19, 2015 1:24 pm
by Serge
You can see all Bookends Smart groups in the Smart Groups section, please see attachment.
But without folders and hierarchy. And you shouldn’t re-select smart groups each time, the Sync dialog will remember your last groups selection.