set up drupal rules to alert case manager when scheduled activity is due

[phillipclarke29]

This seems to be a fairly straightforward request from a client (which means it will turn out not to be) but they are a busy small team and would like to be notified via email when a scheduled activity is due.  I had a look at the civi crm rules module but there is nothing there - am I missing something?

[demeritcowboy]

In 4.something there was scheduled reminders added to civi (Admin - communications - schedule reminders), but last I checked the case activity types weren't selectable for the criteria.

Sorry that's not much help other than to say I don't think you're missing any built-in feature.

[phillipclarke29]

Strangely enough I just set up a fresh install and seem to have been able to add case activities to my list of scheduled reminders - I have not yet investigated further - i.e. I have not got them working yet.  But I might be some progress, screen grab attached - has anybody else done this before?

[demeritcowboy]

I see in 4.3 (demo is currently 4.3.4) case activities appear to be selectable.

- When you run it manually (Execute now from admin - system settings - scheduled jobs - send scheduled reminders - "more" link) do you get success?
- If you do but no emails are sent what does it say in the job log on the same admin page?
- If you don't see anything obvious is there anything in civicrm log (usually in sites/default/files/civicrm/ConfigAndLog)?
- Are there any activities that match the criteria you've set (e.g. default recipient is assignee - is there an assignee set)?

[phillipclarke29]

  Well I still have not got this going - here is my scheduled jobs log

[phillipclarke29]

Well in the end I used a very roundabout hack - I am sure there is a much neater solution.  Anyway my answer was a combination of civiCRM entity (major respect to Eileen McNaughton), drupal views, simplenews and simplenews scheduler.  Create a view with the case activities etc... embed the view into a simplenewsletter node using a php snippet or Insert View and then schedule daily.  I only had one user so I just sent them all the upcoming activities but it should be possible to create a view and a newsletter for each user if needs be.  I said it was a hack!