The attached chart came out of a discussion between Kasia Wakarecy, Lola Slade and myself (Lynna Landstreet), at Freeform Solutions, about some issues we'd encountered when trying to to do major version upgrades of CiviCRM and Drupal on a client's site at the same time. Since we're likely to have a number of other combined upgrades like that to do in the future, we wanted to iron out the best process for doing them as smoothly as possible.
And we thought it might be useful to share what we’ve got thus far with others in the CiviCRM community, partly because it might help other people, and partly to find out others’ experiences: do you agree with what we’ve outlined here? Disagree? Have anything you’d want to add/change? We’re thinking of contributing this to the wiki documentation, but wanted to post it here for discussion first.
The pink boxes on the chart represent the actual steps involved, with the green ones being the state of the site(s) you’re working on...Read more
After several dead ends I think we have something that is useful to share - just add a Tag - not as useful as having it as an Action after Adv Search perhaps - but with other possibilities that I like.
We repeatedly hit the problem of needing to create Drupal Users for civicrm contacts. While we have used the User Import module in D6 and D7 it required a bunch of steps that we wanted to sidestep. And while the Action for an Individual Contact is useful, it does not do the whole Drupal thing of sending out the 'you have an account' email.
Using Rules in Drupal was the way we have been exploring. Originally I wanted to do it via Activity but we hit the issue that we weren't getting it to apply to the Target, rather than the Assignee - and now I see that even if we had, it would have cut off another option.
We tried via Groups - to much inconsistency says Eileen. We could...Read more
I've recently been exploring creating CiviCRM entities as Drupal entities - using the drupal Entity API. I think so far I have only just touched the surface of the possibilities for this integration but I thought I'd post what I think some of them might be
- Rules integration
- Entity Reference fields
- Solr searching (not explored)
- Views bulk operations (not explored)
- Attaching drupal fields to CiviCRM entities (within drupal) (not explored)
Given Pete's love of Organic Groups most of what I have done so far is worked with adding OG integrations for Events and adding roles to users when they get relationships. Some potentials Pete has spotted are
- The rules integration creates the potential to create users in various back-office situations such as manual event registrations, contact imports or potentially a batch profile update or a views bulk...
Progressive Technology Project has released a new Drupal module called CiviCRM Cicero that integrates with the Cicero service from Azavea. If you are using CiviCRM with Drupal, you can now add legislative district and more information to your database.
You have to start by getting an account with Azavea. In order to use their service, you have to pay for it. However, they offer a 1,000 credit free trial and, if you are a nonprofit organization, you can get 5,000 credits for free via TechSoup.
Once you have an account, you'll need to add a few Contact custom data fields to your CiviCRM database. Depending on your needs, you might create fields to hold a contact's city council district, national representative...Read more
After more meanderings around the Universe of Webform_civicrm (Creator: Coleman) I started thinking that I should find a way to use it to collect more complex information about Organisations and Relationships which might be required as part of an event or membership registration.
The prompt for this particular meandering was that currently Event Registration does not provide any in-built options to collect information about an Organisation that the registrant might represent, beyond the Organisation Name (currently employer) and Job Title.
I was expecting to need to code this in to civi for an event that allowed for a multiple person registration and therefore anything we did to collect Organisation info for Person 1 would not be required for subsequent persons.
However, having seen Coleman referring to a 'hashed link', it finally dawned on me (oh alright with just a bit of help by big C) that since...Read more
So maybe filling out forms isn't anybody's idea of a good time, but at least building them can be fun, thanks to the shiny new version 3 of Webform CiviCRM Integration!
If yours isn't among the 700+ sites using Webform Integration, this Drupal module is a smart form-builder and processor that answers the following question: "CiviCRM has built-in forms for stuff like event registration and contributions, but what about collecting CRM data on my ________ form?" Fill in the blank with just about anything - survey, petition, enrollment, application, support, opt-in, you name it. You can use it to collect and update information about contacts, relationships, cases, activities, event participants, group subscriptions, tags, and custom data.
So What's New?
Version 3 has major improvements for working with existing contacts and option lists, a new look, UI improvements, and other enhancements....Read more
The main user facing change is that "drush civicrm-cache-clear" has been replaced by integration with the standard drush cache-clear command. You can see it in the options by running "drush cache-clear", or call it directly (this time using the alias "cc") using the command "drush cc civicrm".
There are also aliases added for a number of commands, which should save a few keystrokes. You can examine these using the command "drush help --filter=civicrm".
There are also a number of changes to the code structure - the command callbacks now use the standard conventions making it easier for you to add your own custom pre/post hooks, validation routines are also separated from the main callback. Output (stdout), error/log...Read more
At CiviCon, Gunner from Aspiration Tech facilitated a session with the entire community soliciting feedback, discussion and comments on the project. It was a good opportunity for everyone to give feedback on the state of the project, things that we are doing a good job with, and things that we can improve. We ended up doing a collaborative grouping of the feedback in various categories and sorting the comments.
Some of the positives that are worth highlighting include:
- Folks loved the responsiveness, culture and support on forums and IRC.
- The Make It Happen feature is a big hit. The ability to read detailed descriptions on a blog post and comment on that is appreciated.
- Progressive Tech Project, PalanteTech and core team got quite a few appreciations.
- Lots of mention of the open welcoming nature and passion of the community.
- Raising and talking about the gender issue was appreciated.
- Lots of...
We had our 4th CiviCon in San Francisco a few days back. It was a very well attended event with very high quality sessions. We hope to have most of the videos online in the next few weeks. I'm quite keen on watching all the sessions that I had to miss. There were lots of highlights for me personally during this event, i'll make an attempt to recreate some of them here:
- The quality of the talks I attended were very high. Most groups are using CiviCRM very creatively and pushing the limits in multiple ways. We need to continue on increasing the extensibility thus giving developers / integrators more choice.
- The quality of the Birds of a Feather session was very high. Unfortunately these were not recorded. Jim's talk on how they use ...