Additional Info Needed In Lead Notifications

[nhellwig]

I need to add the Account Name, City and State to the Lead assignment notifications that are generated by the SugarCRM system. I tried editing the en_us.notify_template.html as follows in an attempt to get this information to print:

<!-- BEGIN: Lead_Subject -->
SugarCRM Lead - {LEAD_NAME}
<!-- END: Lead_Subject -->
<!-- BEGIN: Lead -->
{ASSIGNER} has assigned a Lead to {ASSIGNED_USER}.

Name: {LEAD_NAME}
Company: {LEAD_ACCOUNT_NAME}
City: {LEAD_PRIMARY_ADDRESS_CITY}
State: {LEAD_PRIMARY_ADDRESS_STATE}
Lead Source: {LEAD_SOURCE}
Status: {LEAD_STATUS}
Description: {LEAD_DESCRIPTION}

You may review this Lead at:
{URL}
<!-- END: Lead -->

This resulted in the new field names appearing, but not the actual data. I've obviously misnamed the field variables. Does anyone know what I need to do to get this additional information to print? We are running SugarCRM Community Edition Version 5.2.0k

Thanks

[Angel]

You need to also modify create_notification_email() in SugarBean.php to assign the values to the new variables you added to the template.

Note this is not upgrade-safe.

[nhellwig]

I'm not that familiar with php. I looked at the SugarBean.php module and found the create_notification_email() section, but I don't see how to assign values to the new variables that I added to the template. Can you give me a little more guidance?

Thanks,

Neil

[Angel]

Take a look at line 1730 and you'll see something like this:

$xtpl->assign("ASSIGNED_USER", $this->new_assigned_user_name);

The basic syntax is that "ASSIGNED_USER" refers to the variable on your template (i.e. For example, {LEAD_PRIMARY_ADDRESS_CITY} from your modifications) and the section that begins with $this is the value that you want to assign to that variable.

So, something like this should do the trick for you:

$xtpl->assign("LEAD_PRIMARY_ADDRESS_CITY", $this->primary_address_city);

You'll probably want an IF statement in there as well to cause it to only happen for Leads.

[nhellwig]

Angel,

That worked like a charm! I'll keep my notes since I understand that any changes to SugarBean.php are not upgrade safe.

Thanks for all the help!!

Neil