Results 1 to 7 of 7

Thread: workflow - add contact to target list

  1. #1
    webnom is offline Sugar Community Member
    Join Date
    Jan 2008
    Posts
    35

    Talking workflow - add contact to target list

    Hello,
    I have a workflow set up that sends out an alert message to a Contact when a field ("Status") in that Contact's record is updated to a specific value ("Approved").

    The workflow is functioning properly by sending out alerts.

    I would like to add an action to this workflow. I would like to have the contact added to the subscription list for a newsletter and the un-subscription list for another newsletter.

    How?

    Thanks SO MUCH for any help here!!!

    /Brad

    One (of many) unsuccessful approach(es) I've tried is:
    I have tried running a report of every contact with Status=approved.
    The report updates properly when I change the Status of a contact but although the target list is drawn from the report, the target list does not update if the report is re-run and the results of the report change. The target list is not updated.
    ---------------------------------
    Brad Pirman

    Elite Meetings International, Inc.

    The premier hotel sourcing and RFP engine for meeting planners.

    Browse our approved collection of luxury, high-end hotels
    when planning your next meeting or incentive trip.

  2. #2
    webnom is offline Sugar Community Member
    Join Date
    Jan 2008
    Posts
    35

    Default Re: workflow - add contact to target list

    *bump* to the top
    ---------------------------------
    Brad Pirman

    Elite Meetings International, Inc.

    The premier hotel sourcing and RFP engine for meeting planners.

    Browse our approved collection of luxury, high-end hotels
    when planning your next meeting or incentive trip.

  3. #3
    webnom is offline Sugar Community Member
    Join Date
    Jan 2008
    Posts
    35

    Default Re: workflow - add contact to target list

    Anyone? Can anyone tell me if this is even possible?
    Seems like a super valuable function to us.

    HELP?!?!
    ---------------------------------
    Brad Pirman

    Elite Meetings International, Inc.

    The premier hotel sourcing and RFP engine for meeting planners.

    Browse our approved collection of luxury, high-end hotels
    when planning your next meeting or incentive trip.

  4. #4
    Angel's Avatar
    Angel is offline Sugar Community Member
    Join Date
    Jul 2005
    Location
    Los Angeles
    Posts
    4,813

    Default Re: workflow - add contact to target list

    Quote Originally Posted by webnom View Post
    I would like to add an action to this workflow. I would like to have the contact added to the subscription list for a newsletter and the un-subscription list for another newsletter.

    How?
    Seems like you should be able to use a logic hook to accomplish the task.

    Your logic hook would fire the code that adds/removes the contact from the corresponding newsletter list when the save occurs.

    See the developers site for further info on logic hooks: http://developers.sugarcrm.com
    Regards,

    Angel Magaña
    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)
    ______________________________________________

  5. #5
    webnom is offline Sugar Community Member
    Join Date
    Jan 2008
    Posts
    35

    Default Re: workflow - add contact to target list

    Hi Angel,
    First off, thanks for the reply.

    Second, Would that be adding the logic hooks into the php directly or by using the "Create Action" feature of the Workflow module?

    /Brad
    ---------------------------------
    Brad Pirman

    Elite Meetings International, Inc.

    The premier hotel sourcing and RFP engine for meeting planners.

    Browse our approved collection of luxury, high-end hotels
    when planning your next meeting or incentive trip.

  6. #6
    Angel's Avatar
    Angel is offline Sugar Community Member
    Join Date
    Jul 2005
    Location
    Los Angeles
    Posts
    4,813

    Default Re: workflow - add contact to target list

    Not entirely sure to be honest...

    Most times that I've done with logic hooks, I've either been working on a CE install which doesn't have the workflow engine, or I was working on a system that did not use them.

    Sorry, maybe the site I pointed you to or others can answer that for you.
    Regards,

    Angel Magaña
    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)
    ______________________________________________

  7. #7
    webnom is offline Sugar Community Member
    Join Date
    Jan 2008
    Posts
    35

    Default Re: workflow - add contact to target list

    Thanks Angel.

    I'll try to dig on the devzone site to see what I can find.

    I also noticed that the devguide is out for 5.1 but 5.2 was just released and apparently it's quite the update. Very significant from what I hear. I may have to wait for a 5.2 guide.

    Thanks again,
    /Brad
    ---------------------------------
    Brad Pirman

    Elite Meetings International, Inc.

    The premier hotel sourcing and RFP engine for meeting planners.

    Browse our approved collection of luxury, high-end hotels
    when planning your next meeting or incentive trip.

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. contact belong to which target list
    By threestone in forum Help
    Replies: 4
    Last Post: 2008-09-05, 11:50 AM
  2. Replies: 0
    Last Post: 2007-04-27, 04:01 PM
  3. Target list management from Contact Module
    By astubbs in forum Marketing/Campaign Management
    Replies: 0
    Last Post: 2007-03-06, 04:05 PM
  4. Replies: 0
    Last Post: 2006-08-23, 06:08 PM
  5. Auto add contact and assignment to target list
    By duwamish in forum Developer Help
    Replies: 0
    Last Post: 2006-04-02, 04:12 PM

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •