Workflow Notifications Workaround

[tcooper_mm]

Hello all,

We are using Sugar Pro 5.2.0j, in order to use workflow notifications we need to have the global option for "Notifications on?" set to on, but this creates problems for our salesmen. Since we have a fairly automated task/appt/opportunity creation system, once a lead is converted to an account for instance, the assigned user is receiving quite a few emails. So we disabled notifications individually on each sugar user.

Now when a case is created, we have a workflow to send a notification to the assigned user if the priority is "High", but this will not work if the user has their notifications turned off.

Can anyone help me setup a workaround for this? Basically I do not wants emails sent out on new record creation of any type, I only want them sent out if mandated by a workflow.

Thanks in advance,

[Angel]

Try using a logic hook to send the e-mail.

The logic hook code could, for example, examine the priority level and if it is set to "High", it would then invoke code that sends the user the e-mail notification.

Take a look at the developer web site for further info on logic hooks: http://developer.sugarcrm.com

[vantagejuan]

i have a similar scenario. i'm using logic hooks as workflow for emails. i don't want to have sugar send out the out of the box email notifications on assigment, but i do want to have our users not receive notifications if they choose to uncheck the "receive notifications" checkbox on their account page.

what would be the best way to go about disabling the automatic notifications without turning them off at the system settings menu?

[Angel]

You could try creating a simple before_save logic hook with $bean->save(FALSE) as its final (or only) step.

[vantagejuan]

let me see if i get the logic. if i create a before_save hook with the trigger being that it's a new record ($bean->id == NULL for example) and then have the hook insert $bean->save(false); the hook will trick the system into thinking that the save isn't happening and as a result not send out the automatic notifications all while still actually saving the new contacts data in the database?

please let me know if i'm getting the logic right.

[Angel]

Possibly. I haven't tested it to make sure, nor have I had to do that before, but the parameter being passed to $bean->save() determines whether or not it should send the notification, so logic would follow that if you set it to false, it wouldn't send it.

I'd recommend you give that function a look in SugarBean.php because there might be another place within the code that checks the user configuration, thus making it invalid.

[vantagejuan]

It unfortunately didn't work. I guess I'll just have to customize the automatic email templates.

[vantagejuan]

i believe the correct way to do what i was asking is to put $bean->save($check_notify=false); in the logic hook although i've already created the template to serve a purpose so i haven't tested it.

[mvngti]

This is very simple to do. Leave your notifications off and send it yourself in a logic hook for specific records using the send_assignment_notifications method of SugarBean.

 function custom_notify(&$bean, $event, $paremeters)
{
     if (Criteria fails)
         return true;
 
     // Determine correct user to notify and set $notify_id
     $user_to_notify = new User();
     $user_to_notify->retrieve($notify_id);
 
     $bean->send_assignment_notifications($user_to_notify,$current_user);
} 
  

M