12

Those come in separate extensions. You'll need to install these: https://github.com/CiviCooP/org.civicoop.smsapi / https://civicrm.org/extensions/sms-api https://github.com/CiviCooP/org.civicoop.pdfapi / https://civicrm.org/extensions/pdf-creation-api https://github.com/CiviCooP/org.civicoop.emailapi / https://civicrm.org/extensions/e-mail-api


6

Yes you should be able to do this by specifying the amount, the period when that occured and then setting an Activity as assigned to you, which should itself then send you the email you require. The templates_c error is unrelated to CiviRules specifically and suggests you should endeavour to truncate the en_US folder. EDIT: Adding comment from Jon G that ...


6

I'm in the same boat! Just about to install and enable as we need to trigger email to customer when they submit a profile from WordPress... UPDATE From initial testing it seems to work fine with 4.7.3 however I have only used the "Add to group" trigger and "send email" function. Both seem to work fine. UPDATE 2 CiviRules is working on a live site now and ...


6

Use a combination of smart groups, tags, CiviRules, and CiviReports. A. Create a Smart Group Use Search Builder to search for Contact :: Envelope # :: Not Empty OR Not Null OR > 0 From search results, create new smart group (called "Has Envelope #") B. Create a tag called "Update External Address" C. Setup a CiviRule Create a Rule with the Linked Event ...


6

Be really careful of what you are doing. But the delayed actions are stored in the civicrm_queue_item database table. The column release_time indicates the date from which the action is going to be executed. The data for the action is stored as a serialized data blob in the column data.


5

Big part of the "engine" of CiviRules is finished, with the rest being completed this month already. As with many other open source development, the rest is depending on funding. The extension then needs to be populated with specific events, conditions and actions, just like Drupal Rules. We then hope many more will participate in adding those. @ErikH is ...


4

You would do this with an extension. Check out the Summary Fields extension for inspiration. It's similar to your goal, just geared toward donations and event participation.


4

Multiple scheduled reminders are already possible out of the box using the "Scheduled Reminders" feature. From the online book: Creating and managing scheduled reminders Scheduled reminders can be created from the administration page at Administer > Communications > Schedule Reminders or during the creation of an event. From the ...


4

I would as a test forget about the display message first, and start only with adding to and removing from group. I would expect those to work. I have just tested a rule on my CiviCRM 4.7.15 local install as in the screen print that I have attached, and that works fine? Can you test with the same rule?


4

The first thing that strikes me is the trigger is "participant is added". That means it is only done for new participants, not for existing ones. Should it not also do this for changes to participants? Personally I have not done anything yet with the event participant trigger, so I would focus on testing that one first. I do regularly use tagging of ...


3

You may be able to achieve this already out of the box. Create a rule like this: Trigger: Contact added to group. Condition: Contact is in group "the one you want" Action: the desired action, with 14 days delay. Then check the box for rechecking of conditions. (You may also want to have an action of removing contact from the original group, so that the ...


3

We're using it on 4.6.x sites too and are in the process of adding extra things such as the ability to allocate campaigns. If theres anything in particular you'd like to do but cant maybe drop into a wiki or on the issues list in github.


3

As DaveFF mentioned, they are separate extension that enable the Email, PDF and SMS API's. Part of those extensions is to add CiviRules actions if it finds out you have CiviRules enabled in your installation.


3

The CiviRules extension is not yet stable enough for common use. What we have developed so far is a framework for the rules. This framework is ready but what is missing are what we call Events (which is a trigger to a rule), conditions and actions. As Flying explained to get more conditions and actions we need more funding to complete those. If you don't ...


3

There is an inbuilt rules extension - which exposes some drupal rules (through the Drupal rules UI). You can enable that and it does work. However, it is more common to use the civicrm_entity module - https://www.drupal.org/project/civicrm_entity - (use the 2.x-dev version) which exposes CiviCRM entities as if they are drupal entities, allowing crud actions ...


3

You could install the extensions CiviRules and Email API. Then you could set up a rule, which triggers on contribution added. The condition should be contribution total amount larger then 10 000. And then the action should be "send mail". There you have the possibility to select a template. If you have created a template containing tokens of contribution ...


3

Yes Pete, we have not worked on any conditions for membership status. We never had (and never will :-)) have the ambition of creating all sorts of Conditions. We have created the engine and the conditions/actions that our projects need. However, the engine allows you to create your own conditions and actions quite easily, that is documented on our wiki: http:...


3

You are on the right track with using now in field comparision. See my Question and Answer here. trigger: daily trigger for group members condition: field value comparison for a date, datetime or timestamp field, where you can use any string recognized by the php function strtotime. So you should be able to use now as explained in the PHP documentation. ...


3

It seems CiviCRM takes the default page action, civicrm/contact/view/someaction?qstr seems to return the same as civicrm/contact/view?qstr Civi's router uses a fallback search. (The wisdom of this can be debated elsewhere - I'm just reporting facts.) For example, if you request civicrm/foo/bar/baz, then it will look for the routes in this order: civicrm/...


3

For sending a message to new case managers - I would suggest using Scheduled Reminders. Create a new group "Case Managers". Add all case managers to the group. Set a Scheduled Reminder on "Activity" of type "Open Case". Limit recipients to members of the group "Case Managers". With regard to the tokens - there has been recent work to support case tokens ...


3

You should try to clear CiviCRM's cache as mentioned in CiviRules' documentation : If you add your action as a a managed entity (which we think is a good idea) you will obviously have to do a {yoursite}/civicrm/clearcache to make sure the new managed entity is available. Cheers, Olivier;


3

Updating https://github.com/CiviCooP/org.civicoop.emailapi to version 1.11 appears to have fixed this!


3

great that you are trying to add your own actions! And great that you are sharing your exerience with the documentation here. If you added a .mgd.php file you will have to do a '/civicrm/clearcache' to make sure that your class is registered. Did you do that? If not give that a try and that might fix your issue.


3

That was the clue - put a five minute delay on the sms action - the condition is checked again and Voila the sms is sent. So perhaps this needs to be added to the docs. It might be only the action "send sms" that needs a delay. Sending an email or adding a tag work fine via a profile.


3

I ended up hardcoding it so it uses $contact['email'] instead of $params['to_email'] I am leaving it open for some time, if anybody has a better idea (or if I missed something obvious) UPDATE: The developers of the extension included this feature. Using version 2.0 the PDF will be emailed to the associated contact if the to email field is left empty. So ...


3

My understanding is that it's not possible, because Mosaico doesn't currently support transactional emails, only bulk emails. I believe Veda is looking for funding from folks willing to sponsor adding Mosaico for transactional emails.


3

Rules run by delayed action should be in the civicrm_queue_item table. Please be sure not to delete any other rows that may be in there!


3

You are using the trigger "Event participant is added" and the participant status "attended", but if you have already added the participant as "registered" and then changed it to "attended" then this doesn't work. You would need to have a trigger "Event participant is changed". You might want two rules if you can go through a "registered" status first only ...


3

I'm not quite sure what your workflow is, but I think you will need to use the "Membership is changed" trigger for when the payment is made and the conditions for status changes. If the status goes straight to "new" for the offline route you probably need to use the "Membership is added" trigger with appropriate conditions. You need to map out the logic of ...


2

I will add to this as I explore, but first up my findings. There is an 'event' for membership is added membership is changed There is an 'action' for "add to group" which allows adding to single or multiple groups. AFAIK there is no Condition yet for - Membership type - membership status change Also checked out if I could make the Rule based on the ...


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