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Author Topic: More Drupal Member Integration  (Read 1010 times)

z33k3r

  • Guest
More Drupal Member Integration
May 26, 2009, 03:27:04 pm
Ok, so here's another nooby asking more nooby questions ;)

Using: Drupal 6.x, CiviCRM 2.2.3,

First, I'll describe what I am trying to accomplish.

1) User signs up for a specifc membership level (access rights administrated through Drupal)
2) User's payment information is held until an Admin approves their account.
3) Once approved, the membership is then processed and paid for.
4) If the payment goes through, the account is then active according to the level they paid for.
5) Members are also notified of renewing etc.

So far I have my Drupal site running 100% and the CiviCRM is working as a default install. I have created membership levels and synced them to the appropriate Drupal roles.

Next I created a number of fields in Profiles to which I need additional information. I have created additional custom data groups and added to the default CiviCRM Profile.

Currently if I go to the default Drupal registration form, I am only getting my "Primary Contact" fields as they are "Individual" type fields. How would I get Organization based fields here? How would I re-order the fieldsets?

So not finding any help there, I ended up on the CiviCRM documentation pages and followed their paid membership walk-through. This created a page to where I now have a table of membership levels to select from with their pricing and descriptions (these are ok, but I would like to theme this better). Then undernieth this, I have the "Primary Contact" fieldset again. One step closer as I now have membership selection...

I need a way to tell the system to display X, Y and Z profiles during signup (basically everything for that organization). This way all the profile information is available during review by the administrator.

So that's my first conundrum... The second query would be how to process payment after approval instead of before...

Any help would be greatly appreciated!

Donald Lobo

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Re: More Drupal Member Integration
May 26, 2009, 06:32:35 pm

1. u cannot embed organization fields in an individual profile

2. You should be able to reorder the fieldsets by changing the weight on the profile group

3. You should customize the tpl to implement your look-and-feel and theme

4. If you use pay later, you can process payment after registration. However you'll need to collect payment offline or via a check etc

lobo
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Dave Greenberg

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Re: More Drupal Member Integration
May 26, 2009, 06:42:44 pm
On a related note, we have implemented a "moderated event registration" workflow which will be part of the 2.3 release. If you have programming resources - you might want to look at the workflow and code and consider implementing an analogous option for membership signup.

http://wiki.civicrm.org/confluence/display/CRM/CiviEvent+-+New+Features+for+2.3
http://issues.civicrm.org/jira/browse/CRM-4326
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z33k3r

  • Guest
Re: More Drupal Member Integration
May 26, 2009, 07:47:07 pm
@logo:

1) So how would one propose I go about this? Would it be easier to setup Drupal Profile fields and then have them sync up some how?

2) Ok

3) From what I had read, CiviCRM didn't play nice with Drupal's TPL overrides?

4) Not exactly what we need... we need the automated CC billing online. The goal of this implementation is to reduce paper and people interaction.


@Everybody

The missing question from my first post; I also need the Organizations to be able to add staff members that have logins... any ideas? ...or would what I am trying to accomplish be served better with Ubercart, CCK, Rules, Triggers, Views, Panels, etc..?
« Last Edit: May 26, 2009, 07:51:28 pm by z33k3r »

z33k3r

  • Guest
Re: More Drupal Member Integration
May 26, 2009, 10:05:10 pm
I'm thinking going pure Drupal/Ubercart is looking like my suggested path...

Donald Lobo

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 15963
  • Karma: 470
    • CiviCRM site
  • CiviCRM version: 4.2+
  • CMS version: Drupal 7, Joomla 2.5+
  • MySQL version: 5.5.x
  • PHP version: 5.4.x
Re: More Drupal Member Integration
May 27, 2009, 07:27:38 am

Would be awesome if you could report back on how you accomplished the same via ubercart and the steps you did etc. I suspect lots of folks including us would find it useful and potentially give us a few new ideas

good luck

lobo
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Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Post-installation Setup and Configuration (Moderator: Dave Greenberg) »
  • More Drupal Member Integration

This forum was archived on 2017-11-26.