Case workflow question

[chrislynch8]

Hi,

When I create a Case I want to email the related Contact with the Case details and its progress. How do I say in a workflow to sent an Email alert to the realted contact of the case that has triggered the workflow?

Rgds
Chris

[mvngti]

I don't think this can be done by the workflow module.

You will need to create a before_save logic hook on the Case module that does:

1. Create a Contact object
2. Retrieve the related Contact
3. Create an Email object
4. Populate the Email object
5. Send the Email

Something like:

 require_once "modules/Contacts/Contacts.php";
require_once "modules/Emails/Emails.php";
$contact = new Contact();
$email = new Email();
$contact->retrieve($bean->contact_id);
$email->text = $case->resolution
$email->subject = $bean->case_number . " " . $bean->name;
$email->to_addrs = $contact->EmailAddress->GetPrimaryAddress();
$email->Send(); 
  

This is definitively not a complete example but should get you started.
Use the editLogicHooks tool in my signature to create the logic hook for you if you do not know how.

M