Author Topic: set up drupal rules to alert case manager when scheduled activity is due (Read 2000 times)

phillipclarke29 · July 08, 2013, 10:13:45 am

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 · July 15, 2013, 08:41:51 am

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 · August 16, 2013, 07:39:58 am

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 · August 19, 2013, 09:38:45 pm

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 · September 18, 2013, 07:03:30 am

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

phillipclarke29 · November 08, 2013, 07:21:05 am

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!

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Author Topic: set up drupal rules to alert case manager when scheduled activity is due (Read 2000 times)

phillipclarke29

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

demeritcowboy

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

phillipclarke29

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

demeritcowboy

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

phillipclarke29

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

phillipclarke29

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