Questions tagged [rules]

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2 votes
1 answer
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Member Status Rules. Should be simple, but not for this newbie. CiviCRM 5.40.2 on D9

How would I set up Status Rules for what I assume are the simple membership conditions shown below? It seemed straightforward, but I've gotten myself totally confused. Using CiviCRM 5.40.2 on Drupal 9....
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0 votes
1 answer
27 views

Custom Field for CiviCRM Membership not accessible from Drupal Rules module

I'm trying to access a custom field used for Membership in CiviCRM from the Drupal Rules module. But it seems this custom field, civicrm-membership:custom-8, in not accessible from the Drupal Rules ...
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2 votes
1 answer
54 views

Link Contact Type with Drupal Roles

I have the CiviGroup Roles Sync working fine but realistically i want to link Drupal Roles to the CiviCRM Contact Types. Is this possible? So if i add a role in Drupal it will be reflected in Civi? ...
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  • 521
1 vote
1 answer
32 views

CiviEvent backing out of contact change from dedupe rule

Is there a way to "back out" a change caused by a dedupe rule on an event administratively? I see two records with the same name, Person A. I have had a dedupe rule on an Event that was incorrect. I ...
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1 vote
1 answer
103 views

How to remove contact from group using CiviCRM Entity and Drupal Rules

It seems like it should be possible to use Civicrm Entity and Rules to remove a contact from a group, but I don't know how to fetch and change the status of the contact in the CiviCRM Group. The best ...
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  • 127
4 votes
2 answers
213 views

Rule will not create drupal user record for CiviCRM contact

Was trying to set up a rule to create drupal user records linked to CiviCRM records that do not have them, The rule is this: EVENT CiviCRM Contact has been created Contact has been updated ...
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  • 163
1 vote
1 answer
62 views

Are custom Dedupe General rules working for anyone?

On CiviCRM 4.7.8/Joomla 3.5.1, I've experimented with variety and can't seem to get this to work. The preset reserved rules, import, inclusive in contact record and main dedupe rules are all working. ...
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