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Questions tagged [drupal-rules]

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3
votes
2answers
38 views

A bit of automation?

I'd like to automate couple of settings in my contact list and I was wondering can these be done without writing special extensions or Drupal modules: Couple of people qualify to be a Head Coach of ...
1
vote
1answer
20 views

Drupal Rules - Condition “Civicrm Contact has email” appears to not be working

The desired outcome was to create a drupal user record if and only if an email exists on the contact - when a membership was created/updated. To do this I wanted to add the condition "CiviCRM ...
0
votes
1answer
35 views

Rule to create a Linked Drupal user account for a specific CiviCRM Contact Subtype

I’m using Drupal 7.56, the Rules module 7.x-2.11 and CiviCRM 4.6.31. I'm trying to create a Drupal Rule that checks the subtype of contact to create a Linked Drupal User Account just for a specific ...
1
vote
1answer
36 views

Drupal Rules: Send email then Contact Custom Field Value was updated

There are two different "Reactions on Event" if you create a Drupal Rule: "CiviCRM Contact has been updated" and "Custom field has been updated" (which is clearly about someone edits Field, not value ...
2
votes
1answer
28 views

'Create Linked Drupal User Account' problem - bug or user error?

I am trying to set up a rule to create a Drupal User when a Contact is created. The obvious approach is to fire on the event 'CiviCRM Contact has been created, check for the correct Contact subtype, ...
2
votes
1answer
44 views

CiviCRM Entity Tags does not appear in Rules

I am trying to follow the procedure outlined in How can I create a Drupal user when someone submits a CiviCRM-Webform?... but when I try to add the Event to the Rule described, 'CiviCRM Entity Tag' ...
1
vote
1answer
17 views

Drupal OG creation on Membership

trying to implement the following workflow - New Organisation Membership approval in CiviMember creates OG in Drupal called after Org, with Org drupal account as OG admin. I'm looking at maybe using ...
0
votes
1answer
19 views

Relationship Type “name” as Drupal [Rules] Token in Civicrm Entity module

Is it possible to retrieve Relationship Type Name in addition to an ID as Rules Token in Drupal 7? It would add some value to "Create/Edit Relationship" Rules action: we could use it in emails, like "...
2
votes
1answer
17 views

Award Drupal User points after contribution

I would like to create a Drupal Rule to award Drupal userpoints upon a civicrm contribution being added to a member record through membership sign up. Ideally the points awarded are dependent on ...
4
votes
1answer
61 views

Drupal Rules are not working properly when check CiviCRM Contact's Subtype

I’m using Drupal 7.56 and CiviCRM 4.6.31. I’ve been using Rules in Drupal, as I need to copy the Household Name to the Last Name of a Particular Individual contact subtype (Child) whenever the ...
1
vote
2answers
59 views

Setting up rule to link CiviCRM contact (created when webform is submitted) with Drupal 7 account

I have configured the rules same as in Setting up rule to link CiviCRM contact with Drupal 7 account it creates a drupal user if contact is created or updated in CiviCRM. But it doesn't get fired if ...
2
votes
2answers
44 views

Link Drupal Node Content to a CiviCRM user and add user to a group?

I am trying to add the current user logged in to the Drupal 7 site to a CiviCRM group when they add content. For example we have a business directory and the signed in user can submit their listing. I ...
1
vote
2answers
27 views

In Rules Fetch Contact Entity from Tag Creation

I am trying to fetch the contact entity in a rule which triggers when a specific tag is added to that contact. I seem to be able to load and fetch the Drupal user for the contact but not the actual ...
3
votes
2answers
66 views

Creating Drupal Accounts when a sub-type CiviCRM Contact is created - created by a webform

I have a scenario - which I have no doubt that others will have come a crossed and some will have implemented. The scenario is: to have a web form (created via the Webform module - which has CiviCRM ...
2
votes
2answers
72 views

Can CiviCRM entities be used as events to trigger Drupal Rules?

I have CiviCRM Entity installed, Drupal Rules, up to date versions of both. I'm just creating a simple rule that says when a CiviRM Contribution Page is viewed, a "Hello World" message is displayed. ...
1
vote
2answers
30 views

how to trigger a Drupal rule on CiviMember Roles Sync?

We want to trigger a Drupal rule to display a message "Your membership has expired" when a user logs on. We have CiviMember Roles Sync set to "Synchronize whenever a user logs in or logs out. This ...
0
votes
1answer
17 views

Can Drupal be used to send an email if an existing contact's name is changed

I'm wondering if it is possible to use the Drupal Rules module with CiviCRM Entity to send me an email when, for example, someone has taken an action (like made a donation) that updated the contact ...
1
vote
1answer
79 views

How to create a Drupal rules condition that checks CiviCRM contact's Group or Tag or Subtype

Using Drupal Workflow Rules with CiviCRM Entity to create a Drupal User after a new Civi contact is created. Rule works fine if the only condition is that a new Drupal user can be created for the ...
2
votes
1answer
86 views

Problem creating Drupal users using Rules and Webform integration

I have a simple Drupal webform that is integrated with Civi and creates a tagged contact. I use the approach described by @petednz at https://civicrm.org/blog/petednz/creating-drupal-users-made-easy-...
0
votes
1answer
40 views

I want to Coordinate civiCRM mailing list and SimpleNews Mailing list

I send mailings two ways: via civiCRM newsletters and via SimpleNews newsletters. The problem is that I then have two different email lists, one in civiCRM and one in Drupal for SimpleNews. If users ...
1
vote
2answers
45 views

500 error when creating action in rule ''Create linked drupal user account''

I am trying to create a rule based on the blog post here: https://civicrm.org/blog/petednz/creating-drupal-users-made-easy-for-single-or-multiple-contacts-via-civi-imports-and I'm recreating the rule ...
1
vote
0answers
60 views

Using Drupal Rules to create a CiviCRM Contact - does not load entity ID

I'm trying to create a new Civi Contact for a new Drupal user when added by admin. I then want to copy over Drupal registration field values to the newly created CiviCRM contact. I'm getting stuck ...
1
vote
0answers
45 views

Drupal Commerce checkout for CiviEvent registration?

Has anyone used Drupal Commerce's checkout process to process CiviEvent payments instead of the core CiviCRM payment processor? I have seen a number of discussions about integrating CiviCRM with ...
2
votes
1answer
69 views

Change Drupal username when auto creating using tags

I'm using Pete's great way of creating Drupal users by adding a tag, but was wondering (as Michael McAndrew did in the comments on that page) how a different username could be auto-created, e.g. email ...
4
votes
2answers
108 views

How can I use Drupal Rules to remove a contact from a group

Webform_CiviCRM integration enables me to add contacts who submit a form to a Civi group. What I'd like to do is to remove them from another group at the same time, as part of a pipeline process. ...
9
votes
2answers
422 views

Does anyone have a recipe for Commerce / Rules / CiviCRM integration?

I'm helping a group that has a small Commerce store on the site (Drupal 7, CiviCRM 4.6.9) and I'd love to be able to push data from Commerce purchases back into CiviCRM. I have seen some general talk ...
3
votes
3answers
73 views

Could Civi or Drupal Rules be used to aggregate ratings for services?

We want to implement a feedback system for services (these would be CiviCRM Contacts). Think of it like eBay feedback with an overall rating and some sub-categories like speed of dispatch, comms, ...
6
votes
1answer
128 views

Can a New Member automatically become a Drupal User with defined Role?

I would like to allow people who pay to become civicrm members to have access to protected DRUPAL pages. I would like it to happen right away rather than waiting for a batch operation. My method is ...
3
votes
1answer
70 views

Trying to Create Rule to Fire When Someone is Added CiviCRM Group

Using Drupal Rules, I'm trying to create a rule that will fire when someone has been added to a CiviCRM group. Here is a blog post from petednz which describes how to do this when a tag gets added to ...
1
vote
1answer
27 views

Custom CRM/Mailing/Info.php causes WSOD when installing extensions

I'm using the custom PHP feature of CiviCRM to apply patches etc I can't do with a hook. I have a custom version of CRM/Mailing/Info.php which causes problems when installing an extension. I get the (...
2
votes
2answers
83 views

Workflow approach for anonymous users, or limited roles to create events

Problem: Currently, we need a trained content editor to create events. The event content, often comes via email from others inside (or outside) the organization. This typically involves copy/paste of ...
2
votes
2answers
244 views

Drupal CiviCRM Rules module: How to use the action “CiviCRM Mailing: Send email”?

I need to schedule CiviMail mailings through Drupal rules. I see that the CiviCRM Rules Integration module has an action labeled "CiviCRM Mailing: Send email" but it's not clear what this action is ...
4
votes
1answer
170 views

Drupal CiviCRM Entity in Rules: How to loop over all members of a group?

I am using civicrm_entity-7.x-2.x-dev to build a rule using Rules module. I want to use the action "CiviCRM Contact Send Email" to send an email to all members of a CiviCRM group. So I need to loop ...