Superior Drupal Integration for CiviCRM with a focus on Events

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Presentation transcript:

Superior Drupal Integration for CiviCRM with a focus on Events CiviCRM Entity Superior Drupal Integration for CiviCRM with a focus on Events

Nothing in this presentation requires coding CiviCRM Entity is a Tool for site builders / DIYs. Build fantastic displays in hours. Nothing in this presentation requires coding

Advantages of Entities Seamless Integration with Drupal Core and Contrib Works with 100s of Drupal modules such as Rules, Entity Reference, Search API, Entity Views Attachments, Panels Drupal Fields Configurable Drupal View Page, Edit and Add forms Drupal “thinks” CiviCRM data is Drupal data

40+ Entities Contacts, Memberships, Groups, Tags, Relationships, Activities Events and Contribution Pages Address, Phone, Email, Website, IM Contributions, Recur, LineItem, FinancialTxrn, MembershipPayment, etc.. UFField, UFJoin, UFGroup, UFMatch Price sets, Price field, Price field value

Drupal Rules Easy to configure custom workflows Respond to events Under certain conditions Execute actions Many of each out of the box, many add-on modules Not difficult to add custom events, conditions, or actions Export / Import between sites

Drupal Rules

Use Drupal for Presentation Drupal built to manage multimedia Configurable Displays Use 100s of Responsive Themes Standard interface to rest of website Slideshows, Videos, Maps, Comments, etc...

Configurable Display

Configurable Display

Integrate other features

Integrate other features

Inline Entity Reference Forms

Inline Entity Reference Forms

Inline Entity Reference Forms Modules Used: Entity Reference Inline Entity Form Great way for non-admin user to create contacts for a specific purpose

Drupal Edit forms Add/edit form for each entity /[civicrm-entity-type]/[id]/edit, e.g /civicrm-event/3/edit Give limited access without giving access to CiviCRM backend Combine CiviCRM and Drupal fields Configurable forms, for more features use the Display Suite Forms module Hide unnecessary fields Layouts and Field groups

Event Edit Form

Editing the CiviCRM Location Block and Address entities directly Event Edit From - Location

Event edit Form

Event Edit Form Configuration

Drupal Fields are a Design Model Powerful, Field API 100s of field types available from existing contrib modules We create custom interfaces for our customers CiviCRM Entities sub modules Create your own

CiviCRM Entity Reference Field Remote Reference Field Standard Drupal field widgets Accesses and stores data from CiviCRM tables Works like a regular Entity Reference field

CiviCRM Group Assign Good example of custom interfaces that can be created for CiviCRM data in Drupal with fields Configurable Widget Learn to develop one, easy to build 50

Group Assign Field Config

Group Assign Field Config Edit Widget, Checkboxes

CiviCRM Price Set Field Provide Registration Form for Drupal Event pages Renders all price fields for the event’s price set Profiles, logged in user default values Multiple participants Credit Card or Pay later Ajax Confirmation and Thank you panes, no page reload Respects event configuration

Price Set Field -- Price Fields

Price Set Field -- CC or pay later Tested in Production with iATS and Authorize.net Will work with any Payment Processor that can be used with ‘transact’ Contribution API Developers -- hooks to alter or integrate other / custom payment processors

CiviCRM Entity Profile Use the event’s configured profiles on the registration form

CiviCRM Entity Profile

Confirmation and Thank You panes

Same financials as the stock form Line item for each price set value for each price field, for each participant ParticipantPayment record

Respects Event Configuration

CiviCRM Entity Discount Add per price field, per role discounts

Download https://www.drupal.org/project/civicrm_entity

About me https://skvare.com/contact Mark Hanna, Senior Developer, CiviCRM Entity Module maintainer @jackrabbithanna on CiviCRM Mattermost chat and SE Find me in the CiviCRM Entity channel markusa on Drupal.org

Discussion Topics All entities can be used in a similar fashion Drupal 8 Developers Price set field for Contribution Pages