Automated email reminder on selection

[Monkeyman]

I am quite new to Sugar and need some help.
I need to make an automated email remider to the client when I change the state of the sale.

For example, I have 3 states of the sale (order): "Completed", "Packing" and "Received".

• "Received" is default and no reminder is being sent.
• When I change it to "Packing", an email with "Your order is being processed" is being sent.
• When I change to "Completed" an email "You order has been shipped. You tracking number is: X" is being sent.

In last option I would like to write down a tracking number in the corresponding field and it should automatically being added into message body.

How can I do that and is it even possible?

P.S.: I can do some JS/PHP scripting if needed. Not much, but simple one is OK.

[Monkeyman]

So is there a solution to this? Is it even possible to send a reminders to account's email when a certain field value of opportunity is changed?

I think simple mail() function with message templait would suffice, but I don't know where to put it. A simple check-and-send on Save is OK.

[susiewilliams]

This feature is part of the Workflows functionality (Sugar Pro/Enterprise).

[Monkeyman]

This feature is part of the Workflows functionality (Sugar Pro/Enterprise).

Thank you, but I am going to stay with free version. So I hope to hear the answer on my question from someone.

[Monkeyman]

I've made a logic hook for Opportunities module which mails a reminder, but I need a little help with customizing message. But I have no idea how to add an email address of the account to $mailer->AddAddress() since it's from Accounts module.

Can anybody help?

[monicaDC]

Hi! You can try using this module to trigger the event: http://www.sugarforge.org/projects/processmanager. It works like workflow and will allow you to send the email template.

[Monkeyman]

Thanx a lot for a useful link, but still I would love to understand how can I retrieve the certain value from other module in logic hook. In my case I need to retrieve an email address from Accounts to use in logic hook for Opportunities.

Probably something like this $bean -> $Accounts -> email.

[Monkeyman]

OK, I found the way to retrieve email for given opportunity, but it's too complex, I think:

			
$db = DBManagerFactory::getInstance();

$query_id = "SELECT account_id FROM accounts_opportunities WHERE opportunity_id = '".$bean->id."'";
$result = $db->query($query_id, true, 'Error selecting opportunity ID');
$row=$db->fetchByAssoc($result); 
$account_id = $row['account_id'];

$query_ebean = "SELECT email_address_id FROM email_addr_bean_rel WHERE bean_id = '".$account_id."'";
$result = $db->query($query_ebean, true, 'Error selecting bean ID');
$row=$db->fetchByAssoc($result); 
$ebean = $row['email_address_id'];

$query_email = "SELECT email_address FROM email_addresses WHERE id = '".$ebean."'";
$result = $db->query($query_email, true, 'Error selecting email');
$row=$db->fetchByAssoc($result); 
$email = $row['email_address'];

Is there a more simple way to retrieve email?

[petruzzo]

I'm also looking to do something almost identical to this. Except not with tracking numbers.

Have you figured out how to pull it off?