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  • Send an email feature on different type of tasks
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Author Topic: Send an email feature on different type of tasks  (Read 2810 times)

xavier

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Send an email feature on different type of tasks
January 27, 2009, 07:20:40 am
Hi,

I have a new type of activity (with some custom fields), and I want to send it by email. That's not unlike what is already done with the email activity, but being able to apply that on different type of activities.

How easy would it be to reuse that "send an email" feature on a new type of activity ? Shall I use a hook ? Modify the core ?


On a related note, two features I'd like to add (on every type of activity):
1) Send by email (the idea is that you can send a phone appointment or a meeting appointment directly while creating the activity). Ideally,
Added By *     (new check box send a CC)
With Contact    (new check box send by email)
Assigned To        (new check box: send by email)

Obviously, it sends the content of the fields by email if checked (even better than a check box, a select with options don't sent, send to, cc to, bcc to)
2) Being able to resent an email/activity

X+


3 more check boxes: send email to the
-Hackathon and data journalism about the European parliament 24-26 jan. Watch out the result

Donald Lobo

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Re: Send an email feature on different type of tasks
January 27, 2009, 09:30:13 am

I think stuff like this should be done via integration with drupal's action/trigger module (for the first release, and then figure out how to emulate it for joomla/standalone)

Wanna take a crack at it? I'd love to add support for that in CiviCRM core for 2.3. I've taken an initial look at it and it seems fairly doable and relatively quick to implement :)

lobo




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Dave Greenberg

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Re: Send an email feature on different type of tasks
January 27, 2009, 10:50:16 am
X - you might also want to look at the new "Send a Copy" feature which is part of the Activity form when activities are used within a Case. It limits the recipient set to contacts who have are involved with the case (e.g. have a relationship) and a globally defined set of "case resources" (controlled by adding contacts to a special group).

If you want to try out CiviCase (2.2 alpha or svn) and explore this - check out the new configuration guide here:
http://wiki.civicrm.org/confluence/display/CRMUPCOMING/CiviCase+Configuration
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xavier

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Re: Send an email feature on different type of tasks
January 28, 2009, 03:06:42 am
Quote from: Dave Greenberg on January 27, 2009, 10:50:16 am
Xavier
 you might also want to look at the new "Send a Copy" feature which is part of the Activity form when activities are used within a Case. It limits the recipient set to contacts who have are involved with the case (e.g. have a relationship) and a globally defined set of "case resources" (controlled by adding contacts to a special group).

Bit of a black magic, but definitely something interesting. Will test and report, thx
-Hackathon and data journalism about the European parliament 24-26 jan. Watch out the result

xavier

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Re: Send an email feature on different type of tasks
January 28, 2009, 03:20:29 am
Quote from: Donald Lobo on January 27, 2009, 09:30:13 am

I think stuff like this should be done via integration with drupal's action/trigger module (for the first release, and then figure out how to emulate it for joomla/standalone)


Hi, have to admit that I don't know but don't like drupal that much.

Why not put it in the postProcess of CRM/Event/Form/Task/Result.php more or less as it is done already on CRM/Event/Form/Task/Email.php ?

X+

P.S Do you think the DB should be extended so it can stores the information about the mail being sent or not (in the relation between contact and activity, add an enum field (email_sent (no, to, cc, bcc) ?
-Hackathon and data journalism about the European parliament 24-26 jan. Watch out the result

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