CiviCRM Community Forums (archive)

*

News:

Have a question about CiviCRM?
Get it answered quickly at the new
CiviCRM Stack Exchange Q+A site

This forum was archived on 25 November 2017. Learn more.
How to get involved.
What to do if you think you've found a bug.



  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM (Moderator: Dave Greenberg) »
  • "Also include" not an option for Activity Scheduled Reminders?
Pages: [1]

Author Topic: "Also include" not an option for Activity Scheduled Reminders?  (Read 954 times)

norris

  • I’m new here
  • *
  • Posts: 19
  • Karma: 0
  • CiviCRM version: 4.6.0
  • CMS version: Joomla
  • MySQL version: 5.5.41-37.0-log
  • PHP version: 5.4.24
"Also include" not an option for Activity Scheduled Reminders?
March 24, 2015, 06:42:03 pm
On Joomla with CiviCRM 4.5.8, and confirmed on demo site, when I add a new Scheduled Reminder, Entity type "Activity" does not give me the choice of "Also include" vs "Limit to", like the other Entity types do.  I wanted to set a future date for a custom activity type "Email reminder" and have the "With Contact" member receive an email, then also automatically have our Membership Director receive an email using contact tokens based on the member.  I created two "Schedule Reminder"s, both set to fire after the "Email reminder" date arrived.  The one for the member worked fine, but the one to the Membership Director did not send.

I hacked /administrator/components/com_civicrm/civicrm/CRM/Admin/Form/ScheduleReminders.php to change line 199 from:
    $limitOptions = array(1 => ts('Limit to'), 0 => ts('Also include'));
to:
    $limitOptions = array(0 => ts('Also include'), 1 => ts('Limit to'));

Now, even though the choice still doesn't show up, at least it allows me to create a Schedule Reminder which allows me to set the recipient and have the email actually send, since "Also include" is now the default.  The proper solution would be to make this option show up for Activity Entities, unless there's a reason it doesn't.  But I can't figure out why this shows up for other Entity types, but not for Activity.

petednz

  • Forum Godess / God
  • I’m (like) Lobo ;)
  • *****
  • Posts: 4899
  • Karma: 193
    • Fuzion
  • CiviCRM version: 3.x - 4.x
  • CMS version: Drupal 6 and 7
Re: "Also include" not an option for Activity Scheduled Reminders?
March 24, 2015, 08:41:07 pm
does the problem also exist on the joomla civi demo site
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate

norris

  • I’m new here
  • *
  • Posts: 19
  • Karma: 0
  • CiviCRM version: 4.6.0
  • CMS version: Joomla
  • MySQL version: 5.5.41-37.0-log
  • PHP version: 5.4.24
Re: "Also include" not an option for Activity Scheduled Reminders?
March 25, 2015, 03:54:48 pm
My understanding is that the demo site won't send emails, so I haven't tested the full problem there.  I did confirm that the "Also include" vs "Limit to" choice does not show up for Activity entity on the demo site.

petednz

  • Forum Godess / God
  • I’m (like) Lobo ;)
  • *****
  • Posts: 4899
  • Karma: 193
    • Fuzion
  • CiviCRM version: 3.x - 4.x
  • CMS version: Drupal 6 and 7
Re: "Also include" not an option for Activity Scheduled Reminders?
March 25, 2015, 04:45:40 pm
ah - i see what you mean perhaps, in pre-4.5 there was that option but in 4.5 etc Activity gives you other options namely
- Recipients
- Manual Recipients

but still has this help text

Recipients
Select 'Limit to' if you want to only send reminders to contacts with the criteria selected above AND who ALSO match this criteria. If you select 'Choose Recipients' - only the chosen contacts will receive the reminder (AND only if they ALSO match the criteria above).
Select 'Also include' if you want to also send reminders to contacts who match this criteria. If you select 'Choose Recipients' - the chosen contacts will also receive the reminder (in ADDITION TO the contacts who match the criteria above).
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate

norris

  • I’m new here
  • *
  • Posts: 19
  • Karma: 0
  • CiviCRM version: 4.6.0
  • CMS version: Joomla
  • MySQL version: 5.5.41-37.0-log
  • PHP version: 5.4.24
Re: "Also include" not an option for Activity Scheduled Reminders?
March 25, 2015, 06:35:27 pm
Yes, the help text is confusing.

But the main problem is that "Limit to" seems to be the default, with no way of changing it (short of hacking the code.)

On my system, I want to send two emails triggered by one event:

Email 1 to Contact A: "Dear Contact A, this thing has happened to you"
Email 2 to Contact B: "Dear Membership Director, this thing happened to Contact A"

I create an Activity scheduled for the future on Contact A. 

When that time arrives, Email 1 sends to contact A, but Email 2 does not send.

If I (for test purposes) set Email 2 to also go to contact A, both emails send.

This makes me think "Limit to" is being applied - Email 2 only goes to the chosen recipient if that recipient also matches the criteria above, of having the Activity directly assigned.

Again, once I changed the code to make "Also include" the default, emails go to both Contact A and Contact B as expected.  So it seems like a bug to have that choice absent from the New Scheduled Reminder screen.

joanne

  • Administrator
  • Ask me questions
  • *****
  • Posts: 852
  • Karma: 83
  • CiviCRM version: 4.4.16
  • CMS version: Drupal 7
Re: "Also include" not an option for Activity Scheduled Reminders?
March 25, 2015, 10:10:59 pm
Scheduled reminders have received a bit of attention lately https://issues.civicrm.org/jira/browse/CRM-15605 

The options available when you are basing your reminder on an activity are purposely different from those for event- or membership-based reminders.  I am not sure why that is, but it does seem to have been a definite decision rather than an omission. https://issues.civicrm.org/jira/browse/CRM-15536.

Personally I think scheduled reminders should be reworked so that within the one scheduled reminder you can both "limit to" and "also send to".  Offering "also Include" for activities would fit in nicely with that.

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM (Moderator: Dave Greenberg) »
  • "Also include" not an option for Activity Scheduled Reminders?

This forum was archived on 2017-11-26.