[SOLVED] CB Auto Action not triggering as expected

I am trying to set a field value when a subscribed member renews their subscription.

I have set up a CB Auto Action with a trigger of onCPayAfterPlanRenewalSelected, access to All Registered Users (Custom ACL) and Registered (CMS ACL), and an Action to set the field value to 1.

If I log in at the front end as a user whose renewal is due and select Renew, the subscription renews correctly but the required value is not updated. What am I doing wrong?

Thanks

You need to extend on the below usages to specifically check for a renewal.

Plan Active
Global
Triggers: onCPayUserStateChange
User: Automatic
Access: Everybody
Conditions
1: [var3] Equal To PLAN_ID_HERE
2: [var2] Equal To A

Plan Expired
Global
Triggers: onCPayUserStateChange
User: Automatic
Access: Everybody
Conditions
1: [var3] Equal To PLAN_ID_HERE
2: [var2] Not Equal To A

Example as follows.

Plan Renewed
Global
Triggers: onCPayUserStateChange
User: Automatic
Access: Everybody
Conditions
1: [var3] Equal To PLAN_ID_HERE
2: [var2] Equal To A
3: [var7] Equal To R

For that trigger [var7] is $reason, which can have a value of N for new subscription, R for renewal, and U for upgrade. With the above it's checking that their subscription is active and is a renewal.

Thank you for such a prompt and comprehensive response.

I was way off track with my approach, it would seem

By following your example I was able to set up and test a new auto-action and achieve the desired result. I had forgotten that I need the same thing to happen on an upgrade, so your note about the values of $reason is most helpful.

Does the auto-action have to be plan-specific?

By following your example I was able to set up and test a new auto-action and achieve the desired result. I had forgotten that I need the same thing to happen on an upgrade, so your note about the values of $reason is most helpful.

Be sure you're using a Is REGEX operator in that case then use REGEX to create an OR condition. Example as follows.

[var7] Is REGEX /R|U/

That should cover both renewal and upgrade. The alternative is just checking that it's not a new subscription, but that could cause issues if we ever add more $reason values. That'd just be done as follows.

[var7] Not Equal To N

Does the auto-action have to be plan-specific?

Nope, just remove that condition if you don't want to check for a specific plan.

Brilliant!

Thank you so much for taking the time to write out the regex (I never can get my head round them). I have updated the auto-action as you suggested and it works perfectly. The ability to use auto-action in this situation has solved a really major problem for us.

I am really most grateful for your help so thank you very much.