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Thread: Notification on closed task.

  1. #1
    schumacherJ is offline Junior Member
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    Default Notification on closed task.

    I apologize if this has been addressed. I couldn't find anything on this. We use the Community Edition. We would like e-mail notification to be sent when a task is closed.

    An e-mail notification would be sent to the originator of the task when it is closed.
    like this:

    To "Task Originator"
    "Task" was closed by "user" on "timestamp".

    Any help is appreciated.

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Notification on closed task.

    It is certainly possible, but requires a little bit of custom code.

    It would essentially be something similar to this example on my blog:

    http://cheleguanaco.blogspot.com/200...-workflow.html
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

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  3. #3
    schumacherJ is offline Junior Member
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    Default Re: Notification on closed task.

    I've been working with our programmer/PHP guy and he seems to be really close to getting this to work. When a task's status is set to completed he is able to trigger the email system. Right now it on;y sends to a single specified e-mail address. What we need to know is if there is a pre-determined variable for the task originator, or help with a function to determine that, i.e.

    Query Task Originator, save to variable

    Variable is then called in the e-mail function, as opposed to a directly coded address.

    My coding experience is very limited and basic C++ stuff, so I may be using incorrect terminology in spots. I appologize in advance!
    Last edited by schumacherJ; 2011-02-04 at 10:22 PM.

  4. #4
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Notification on closed task.

    Sorry for delay, been rather tied up...

    You should be able to query the database by using $bean->db->query($your_query).

    Via that method, you could take the id value from the created_by column in the tasks table and match it up to the corresponding user record, something like:

    select user_name from users u
    join tasks t
    on u.id = t.created_by
    and t.id = 'id_of_task_in_question'

    This post has an example of how to query the database via this technique:
    http://cheleguanaco.blogspot.com/200...k-example.html
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

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