Simple Rule Example Using CiviCRM Entity

The new Drupal module CiviCRM Entity exposes 11 CiviCRM objects as Drupal Entities and provides rules support for these entities.  In this article I will demonstrate how to create a simple rule which creates a synced drupal user for the contact when the contact gets a membership.

This how-to assumes you have the Rules modules and the CiviCRM Entity module installed.

Create the rule:

  • admin/config/workflow/rules/reaction/add
  • for name enter Create Synced User When Contact Gets Membership
  • For React on Event: Select 'CiviCRM Membership has been created'
  • Click Save
  • Under Actions select 'Create Linked Drupal User Account'
  • Click Continue
  • The default value for the CiviCRM contact Contact Data selector field should already be correct but ensure it is: civicrm-membership:contact-id-contact
  • Check Activate account and Send ccount notification email if you wish
  • Click save

You can extend the rule

If you would like to only create the user for a specific membership type.

  • Under Conditions click the Add Condition link
  • For the Select the condition to add field select Data Comparison
  • Under Data to Compare use the data selector find the membership type id field of the membership object. It should be this: civicrm-membership:membership-type-id
  • Click Continue
  • Under Operator select equals
  • Under Data Value enter the membership type id of the membership type you'd like to create linked drupal users for
  • click save

 

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Comments

Block Drupal User when Membership Expires

Your steps worked perfectly for me in creating a Drupal account upon a new CiviCRM membership. I tried to create a rule to block the exiting Drupal account when the membership has been deleted with the following entries:Event: CiviCRM Membership has been deletedActions: Block a UserData Selector: civicrm-membership:contact-id-contact:civi-userThis does not seem to work. The Drupal user remains active after deleting the membership in CiviCRM.Any tips would be appreciated.

rewq

qwewq

Rules CiviEntity Action Data Issues

Mark,I'm trying to create a new CiviGroup of the same name when a new Organic Group is created.Not sure what I'm mssing, but the Parameter/Variable bit is thoroughly confusing.  How do I get the current OG Group Name and pass it along to the action? Any help would be greatly appriciated. A full example would be great :D  If I can get this working I'll write the example steps up for you to post.Event:

  • After saving new content of type [OG group type]

Conditions: none (right now)Actions:

  • Create a new entity
    • Parameter: Entity type: CiviCRM civicrm_group
    • Provides variables: Title (title)

 adding a new og group sptis this out:Error messageException: Mandatory key(s) missing from params array: title in CivicrmEntityController->save() 

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