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 module 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 account 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

 

Tags: