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Thread: workflow -> email

  1. #1
    cpscdave is offline Sugar Community Member
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    Default workflow -> email

    Hi I looked to see if I could find a answer in another thread but no luck.

    What I need to do is when a record is added have an email sent to the person the record decides with a specific subject and body.

    I've been able to get emails sent to the creator of the record but not the createe. Also subject line is just the default ALERT.


    Any suggestions on how do to this?

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: workflow -> email

    You'll need some custom code to accomplish the task. We were discussing a similar idea for another purpose in this thread:

    http://www.sugarcrm.com/forums/showthread.php?t=23742

    The basic idea would be to fire off your custom code when the record is saved, using the built-in logic hooks, then have the custom code do the e-mail for you.
    Regards,

    Angel Magaņa
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
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  3. #3
    kbrill's Avatar
    kbrill is offline SugarCRM PS Engineer
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    Default Re: workflow -> email

    Quote Originally Posted by cpscdave
    Hi I looked to see if I could find a answer in another thread but no luck.

    What I need to do is when a record is added have an email sent to the person the record decides with a specific subject and body.

    I've been able to get emails sent to the creator of the record but not the createe. Also subject line is just the default ALERT.


    Any suggestions on how do to this?
    I am not sure I understand this part at all

    ' What I need to do is when a record is added have an email sent to the person the record decides'

    How would the 'record' decide?
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  4. #4
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: workflow -> email

    Quote Originally Posted by kbrill
    I am not sure I understand this part at all

    ' What I need to do is when a record is added have an email sent to the person the record decides'

    How would the 'record' decide?
    I think the orig author changed the content of the message, but I could be mixing it with another thread. I thought it had said something about e-mailing the contact that was added.
    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)
    ______________________________________________

  5. #5
    cpscdave is offline Sugar Community Member
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    Default Re: workflow -> email

    Hi,
    sorry for the delay getting back.

    Angel's understanding of my attempt is correct.

    Decide was supposed to be "Describe"

    I'll look into writing the custom code thanks

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