Link a New Contact with an organization

webpotato's picture

Hello,

I'm new to Red Hen, and I have had a lot of experience with CiviCRM, but I am ready to jump into the Red Hen flock (I raise chickens too, so it's a good match). Enough of that.

I hope someone can help me with the following flow: A new user signs up. During registration, RedHen contact info is collected. One piece that is also collected is, using check boxes, s/he can select one or more organizations that s/he is affiliated with, and that already exist as organizations in RedHen.

I seem to reach a dead end trying to use Rules to create the relation. I want to create the relation between the new user and the organization(s) s/he checked when the new user sign-up is completed.

Can anyone help me with this?

Comments

Contacts are connected to

levelos's picture

Contacts are connected to orgs use Relation, so there's a new entity that needs to be created to sit between the contact and the org. RedHen ships with a default affiliation relation defined. I'm not certain, but I don't think you'll be able to do this with Rules, unless you maybe you write a custom rule action. You can, however, in your own module extend the user registration workflow to create one or more relationships depending on the user's selection.

Lev Tsypin


ThinkShout, Inc.
thinkshout.com | twitter.com/levelos

Thanks for your response Lev.

webpotato's picture

Thanks for your response Lev. I wish I knew how to write my own module. I don't know php well enough to do that. I do have a lot of experience building Drupal websites with the tools others have made. It seems to me that RedHen, the way it is configured right now, is not so useful to, say, a non-profit organization wishing to implement a CRM system because it is so incredibly bare bones. I don't think it should require a Drupal developer to make RedHen usable out of the box. Configuration is one thing. Development is another.

Well, we're sorry the

levelos's picture

Well, we're sorry the software we spent thousands of hours on and are giving away to you isn't very useful. You're obviously under no obligation to use it. Further, I'm sorry my attempt to help you in the middle of another otherwise busy day was insufficient. Better luck next time.

Lev Tsypin


ThinkShout, Inc.
thinkshout.com | twitter.com/levelos

RedHen is a framework. CRM

iwant2fly's picture

RedHen is a framework. CRM implementations for each situation require have a lot of unique requirements. RedHen doesn't force things on you that you have to work around. If you get into a big complex project you will appreciate that. Yes it can make initial setup a little more complex. FYI there are a lot of freelance developers out there that can write modules for you. Like you I can not write my own modules (at least well enough to trust on production sites) but I have built some pretty complex sites by outsourcing the bits I could not do myself. When you outsource work, then turn around and have that developer submit the new feature as a patch to the module you are upgrading. Odds are if it is a good addition to the module the maintainer will merge it into a later release. This is how Drupal gets better. If you can't write a module yourself, then get someone else to do it. You can't expect every module maintainer to have a 100% working module just for your needs. Most maintainers will accept feedback, but please don't publicly bash their work. It kills their passion, and hurts a lot of other people down the road that could benefit from their talented work.

a much better response

levelos's picture

Thanks Daniel, that's a much better response and the one I should have given. Sometimes hard to avoid the knee-jerk. Anyways, thanks for the support.

Lev Tsypin


ThinkShout, Inc.
thinkshout.com | twitter.com/levelos

Redhen vs. CiviCRM

jcost's picture

iwant2fly is correct here. I am a PM and not a developer and I understand the issue of Redhen not really being a polished product out of the box like CiviCRM. But I am guessing the reason why you are not using Civi is because when you want to do something custom it is a real pain to work with. And having some native in Drupal that you can customize is a real bonus especially if you understand entities.

I'm not sure that I would really use Redhen to fully replace CiviCRM if you plan to most of the features of CiviCRM. But I am using it now for a project where there is a custom application process and Civi can't cut it. We are integrating it with Salesforce (and using ThinkShout's Salesforce module, which is awesome!). I am starting to really see the potential of it with the flexibility of Drupal content types and use of Registration modules. But I also have access to developers to make it happen.

As far as CRM needs go, every organization is different and it's great to have something flexible to be able to bend it to their needs as opposed to making the organization bend to the product.

Contacts are connected to

levelos's picture

Contacts are connected to orgs use Relation, so there's a new entity that needs to be created to sit between the contact and the org. RedHen ships with a default affiliation relation defined. I'm not certain, but I don't think you'll be able to do this with Rules, unless you maybe you write a custom rule action. You can, however, in your own module extend the user registration workflow to create one or more relationships depending on the user's selection.

Lev Tsypin


ThinkShout, Inc.
thinkshout.com | twitter.com/levelos

Is it possible to create a

svn7svn's picture

Is it possible to create a relation between contacts?

We're using RedHen to track student membership in our martial arts organization, so I created a "student member" and "licensed instructor" membership type in RedHen.

All licensed instructors are student members but not the other way around.

We need to track the student / instructor relation. Any thoughts?

discipline, concentration & wisdom
-----------------------
Twitter - @luoyegongfu
Facebook - /svn7svn

actually, never mind. I

svn7svn's picture

actually, never mind. I found how to add personal relationships today, not sure how it would work in action though. Still probably need to build a custom view.

discipline, concentration & wisdom
-----------------------
Twitter - @luoyegongfu
Facebook - /svn7svn

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