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  • CiviCRM Community Forums (archive) »
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  • Using CiviCRM »
  • Using CiviMail (Moderator: Piotr Szotkowski) »
  • Follow-up on Email Activity
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Author Topic: Follow-up on Email Activity  (Read 768 times)

pbarmak

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  • CiviCRM version: 3.3.5
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  • PHP version: 5.2.10
Follow-up on Email Activity
March 30, 2011, 06:59:59 pm
I'm not sure where to post this, but we have a request to include the "Schedule Follow-up" section when a user selects "Send an email" from the Activity menu, just like the other activities have.  It looks like emailing is a special activity in that it goes to CiviMail.  What's the easiest way to include the Follow-up functionality/section on this screen?  What might we need to modify?

malks

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Re: Follow-up on Email Activity
April 02, 2011, 04:11:20 pm
I had a similar requirement (which I've done nothing about atm :)) but the suggestion was basically use custom data to create the fields required for the follow up (may only be a date in your instance, and maybe a hidden processed field) and then use a cron job to periodically create activities using the api.

pbarmak

  • I post occasionally
  • **
  • Posts: 111
  • Karma: 3
  • CiviCRM version: 3.3.5
  • CMS version: Pressflow 6.19
  • MySQL version: 5.1
  • PHP version: 5.2.10
Re: Follow-up on Email Activity
April 05, 2011, 06:50:28 am
malks,
Yeah, that could actually be a good work-around, not a bad idea.  In our case, I wasn't sure I wanted more custom fields and then another cron (our folks wanted to see the follow-up posted more immediately).  I decided to go the more complex route (probably a bad idea) and just build out the whole section/processing using the code from Activities.  I took the code snippets for follow-ups from CRM/Activity/Form/Activity.php and put them in a custom version (in my custom php directory) of CRM/Contact/Form/Task/Email.php.  Same with the corresponding template files so the fields show up on the form.

I did have to include a quick SQL call to get the activity id created by the original Email (I'm sure there is a better way to get that without a db query), but other than that, it wasn't a huge deal to copy/paste the extra pieces of code into the main Email.php file.  The issue, of course, is the follow-up section shows up anytime we email folks (not just through Activities), but that's preferred by our folks.  It also means we have one more thing to migrate/check every time we upgrade Civi, but we got plenty of customization to worry about already :)

Anyway, hope that helps some one else thinking about this.

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviMail (Moderator: Piotr Szotkowski) »
  • Follow-up on Email Activity

This forum was archived on 2017-11-26.