The GoldMine Blog - Tips, Tricks & More

This question has come up a couple of times in the GoldMine Forums, so I thought I'd post some directions here. 

Enoy!

SQL Queries are great things... You can pretty much pull any GoldMine data that you'd like and slice and dice it to your heart's content.  Where they fail, though, is that you can't perform GoldMine actions like mass emailing, scheduling, or running a report against them. 

To do this you'll need to turn that SQL Query into a Group.  Here's how.

First, run your SQL Query so the results are on the screen. 

Then switch to GoldMine's Group Tab.  In the upper-white window do a Right Click | New.

You'll then be prompted to enter a Group Name.  Name it what ever you'd like.  The code field is an 8 character code that can be used for anything you'd like.  Since Groups are static, i.e. they do not automatically update I recommend putting in the date they're created so you know how 'fresh' the data is.  Be sure the Build Group button is checked then click OK.

Now we're in the Group Building Wizard.  Click the SQL Query Records button.  If this is grayed out it means you don't have anything appearing in the SQL tab... 

At this point you click Next for options.  Normally we don't need these as sorting, etc. can be done after.  For our intro purposes here from the Group Building Wizard a Next | Next | Finish will be good.

You'll now see the group listed in the group names!