How to send out email based on matching taxonomy terms in user profiles?

Question

I'm using profiles 2 and have (one or many) taxonomy terms that can be selected by a specific profile type. I have a webform that also has this taxonomy term in the select list. When the webform is submitted, if it matches one of many taxonomy terms in any of these profiles I want an email sent to those profiles. I can't figure out how to get Rules to do this. Any help is appreciated.

This is what I have so far. I just have it posting a message right now to test, but I want it to email, but I can't find the data I need to compare in the Rules.

{ "rules_webform_email" : {
"LABEL" : "Webform Email",
"PLUGIN" : "reaction rule",
"OWNER" : "rules",
"REQUIRES" : [ "webform_rules", "rules" ],
"ON" : { "webform_rules_submit" : [] },
"IF" : [
  { "webform_has_id" : {
      "form_id" : [ "form_id" ],
      "selected_webform" : { "value" : { "webform-client-form-3" : "webform-client-form-3" } }
    }
  },
  { "node_is_of_type" : { "node" : [ "node" ], "type" : { "value" : { "webform" : "webform" } } } }
],
"DO" : [
  { "drupal_message" : { "message" : "Test submit webform\r\n[data:project_type-value]\r\n[data:project_description-value]" } }
]
}
}

The project_type is the taxonomy term in the webform. I need to compare it with the field_service_provided (Term Reference field to the same taxonomy vocabulary) in the Profile.

Answer 1

Even though your question doesn't say so, from the format of your exported rule it's clear it is about D7. A possible answer to your question is by replacing the Rules Action in the rule you already have, and by also using the Views Rules module, as further detailed below.

1. About the Views Rules module

The Views Rules module makes Views data available in Rules, enabling intuitive rule configuration for dynamic data. Some details from its project page:

... provides two types of elements in Rules, configured with a "Rules" view display:

• Views loop: A views loop is similar to a regular Rules loop, but allows looping over rows of view results.

  

• Collect view result rows (action): This action collects each variable in all view result rows into list variables for use in Rules.

Tip: When selecting the data type for variables in the view, if the field is an entity identifier (e.g. Node ID), you can set the data type to the entity type (i.e. Node) to directly use the variable in Rules as an entity!

2. Create a view of display type 'Rules'

After you enable the Views Rules module, you can use Views to create a view of those users that you want to send an eMail to. Add of view of display type Rules (important, that's the key to make it work!). Here is how you can add such display:

Next configure the row variables, by using the link that says "edit field info", as shown here:

You probably want to use one or more of the variables similar to those that are shown in this screenprint:

3. Create a rule using the view of display type 'Rules'

Replace the Rules Action in your current rule, using these guidelines:

• Use the link that says Add view loop to add a Views loop, and select the "Rules" display created in the previous step.
• Configure the parameters and variable names.
• For each user contained in your Views loop, perform a Rules Action "Send an eMail", using the variables you configured at the end of the previous step (you may have to revisit the previous step to add more similar variables there if needed). If you created the Rules row variables as suggested in the previous step, your actual eMail can use tokens such as [usermail:value], [username:value], etc.