Last updated 14 November 2016. Created on 16 June 2015.
Edited by joewickert, Joe Murray, hansrossel, xurizaemon. Log in to edit this page.

See wiki for CiviCRM Documentation - This documentation is for the CiviCRM Entity module. For CiviCRM documentation, see wiki.civicrm.org.

Status

Intitial focus was on Rules & there is reasonable progress there. (see below)

The areas I have looked at so far are mostly rules integration, entity reference fields

Some consideration needs to be given to security & possibly performance going forwards
I haven't added a permissions to access CiviCRM objects in rules (yet) which is a gap

Also, the post hook is called for each enabled entity & then the rules hook - the rules hook
is probably pretty light so it may not matter much - however I have only enabled
4 entities so far until further thought as to whether they should be configurable.

Features

I have packaged in 2 features showing rules in use. One creates OGs from events & subscribes
participants to them. The other adds people to drupal roles based on CiviCRM relationships

It takes a bit of getting used to the Rules config so they are mostly to 'show how
it is done'

Schema declaration

The schema hook really expects your fields to be in the same database so I have
used hook_schema_alter

Note that it IS possible to declare datetime fields in the hook_schema using the 'mysql_type' parameter
http://drupal.org/node/159605

Rules Integration

The entity module focus so far has been on Rules - to the extent it is now possible to take action on a drupal user based on a civicrm action

e.g. - CiviCRM event is created => Organic Group for the event is created
- CiviCRM Participant is created => participant is registered in the OG

Make sure to use the rules that are installed with CiviCRM ENTITY, as other modules (civicrm_rules, entity or rules itself), may also add rules that reference CiviCRM.

CiviCRM Entity adds rules in the following format:

  • CiviCRM [entity_type] has been created
  • CiviCRM [entity_type] has been deleted
  • CiviCRM [entity_type] has been updated
  • CiviCRM [entity_type] has been viewed

For example, with the following rules under the CiviCRM Event:
"After saving a new civicrm contact" Is not a CiviCRM Entity rule.
"CiviCRM Contact has been created" Is a CiviCRM Entity rule.

Entities enabled

  • event
  • participant
  • relationship
  • contact

(Enabling more entities only requires adding them to an array so caution rather than effort is limiting this)

Conditions usable = any data condition - e.g. data compare
- eg. event_type_id = 'Conference'

Actions usable

The actions enabled here are

  • load drupal user
  • create drupal user
  • load or create drupal user (this is the one I have user)

Other actions are all normal drupal ones

Note that some actions are showing - these don't work yet as there isn't a form to pass through criteria

Views

The civicrm_views module uses the views_data hook rather than views_data_alter() which
appears to clash. I have been testing changing this.

The civicrm_entity approach would probably eventually replace most of the views integration
code with only a few items that need to be handcoded being in the views code.

Fieldability & Display

I haven't gone far down this apart from looking at creating bundles but it seems like the idea
of having a CiviCRM entity that has a 'life' in drupal and can have drupal fields attached
to it may hold possibilities.

Display Suite integration is possible at specific urls, like admin/structure/types/manage/civicrm_event/display for events or admin/structure/types/manage/civicrm_contact/display for contacts. The display is available at civicrm-event/[event-id] and civicrm-contact/[contact-id].

Performance

One issue is considering whether we should limit the fields that get loaded when an entity is loaded
I believe the drupal bundles concept may be an approach to define a minimum set of fields, a medium set
and a comprehensive one. However, this would need to be defined somehow? Preferably not ad hoc.

Upgrades

If you use rules with contact delete events please read https://www.drupal.org/node/2413469 for information about changes to delete events (basically move to trash is treated as an update in v2).

Views Bulk Operations - supported actions

Delete operations are supported in CiviCRM Entity, and some further actions are available in https://github.com/eileenmcnaughton/civicrm_entity_actions

Registering additional entities

See https://www.drupal.org/node/2380721

Entity Reference Autocomplete

With the entityreference_autocomplete module installed an autocomplete can be rendered by

$form[$entity]['assignee_contact_id'] = array(
'#type' => 'entityreference',
'#title' => t('Assign To'),
'#era_entity_type' => 'civicrm_contact',
);

Further reading

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