Creating a hyperlink to a newly created lead record - sugarcrm

I am currently working on some custom programming. I dynamically create a lead when a Contact Us Wordpress form is submitted. The lead is created and an email is sent to the assigned salesperson. Is there anyway to add a hyperlink to this newly created lead, in the email body ?

I've used the following sql snippet to create a link, it may give you a pointer?
SET #url = 'https://example.com/index.php?module=Contact&action=DetailView&record=';
SELECT
id AS 'ID',
CONCAT(#url,id) AS 'Link',
t_position.deleted AS 'Deleted'
FROM
contacts
WHERE
contacts.deleted = 0;
Hope that helps some.

Related

Return a value based on a function in placeholder in oracle Apex

Sorry if this is a "stupid" question, but I am new to Apex.
I made 2 processes on the create button: one is to insert into the department table and the other one to send an email with some info, among them the department too.
I made an email template and I want to display the department name, not the id which is inserted into the table. So I thought, that maybe I can do that with a function, like in the picture attached(get_department_by_id - returns the name of a department).
[example][1]
[1]: https://i.stack.imgur.com/bjBag.png
The help function in the builder usually gives enough info. Here is the help for "Placeholder values"
So only Application, Page Items and System Variables are allowed.
Note: There are multiple places in APEX where you can pass a number of arguments (links, branches, etc) but nowhere the use of functions is allowed.
This is how it worked for me.
I created a computation, with the computation of type "Expression" with source get_department_by_id(:P7_ID_DEPARTMENT) and Condition Type "Request = Expresion 1" with source the name of the button(ex.create).
Thank you Koen Lostrie for the guidance!

How to Add Followers Into The Recipient Field of an Email in Odoo?

I'm currently using Odoo 12.0+e-20181025 and I'm trying to add the followers of each ticket made in helpdesk into an automated email whenever it has been changed (not only in stage). So far I've tried some codes and managed to put the followers' emails into the body of the text, but in the recipient field.
Here is the code I used:
% for follower in object.message_follower_ids:${follower.email_formatted}%endfor
I can use it in the body text but I can't produce any result in the Email To field. Any help is greatly appreciated.
You could use ${str(object.message_partner_ids.ids).replace('[', '').replace(']', '')} in "To (Partners)" field.

How to return only selected items from Pods Framework?

Just started using the PODS framework for Wordpress. Most of it I picked up pretty fast, the rest I'm struggling with. Below is an example of my confusion:
I created a custom post (Partner Bio) with auto-templates turned on.
I created a pods-template (Bio for Industry) that is sourcing post (Partner Bio).
I created another custom post (Industry) with multi-select post-type relationship field to post (Partner Bio).
The issue I'm having is that when I create an instance of post (Industry), then select specific items from that relationship (Partner Bio), (say there are 10, but I chose 3), I'm getting data returned for all of Partner Bio's instead of just the three I chose, so in other words the template pulling data from all Partner Bios regardless of what I choose in the post field drop down.
The template I'm using looks like this:
<div>{#post_thumbnail.thumbnail}<br/>
{#first_name} {#middle_initial} {#last_name}<br/>
{#title_of_partner}<br/>
{#position}<br/>
{#phone}<br/>
Email {#first_name}
</div>
This made me think that when you embed a pod usinge a shortcode, it's not being controlled by the fields selected when you edit your post. So then I tried grabbign the code from the template and then just dropping it in the post, that did not work either.
My goal is to display the block listed above one under another, based on which bios I choose. What am I doing wrong?
If my example above is confusing, here's a simpler sample illustrating the same issue, this maybe more clear:
Post A structure/fields:
Name,
Email,
Rel, // Post A's Relationship via post-type to Post B,
Auto templates: on,
Pods Template created: {#name}{#Emal}{#Image}
The issue, is when I create an instance of Post A and select items from the Rel, I'm getting values pulled in from all members of that relationship rather than just what I checked off.
If I turn off auto templates and drop in magic tags into the instance of Post A, I do get back only data for the relationship items I chose but I ge it back in this format:
Name and Name and Name
Emaile and Email and Email
Rather than:
Name
Email
Name
Email
...

grabbing parent records in sugarcrm

what I have done? and what I need?
I have created two module 1.invoice 2. payment there is one to many relationship between invoice and payment
it means one invoice have many payment.
for calculating payment I have used a logic hook in payment module.
now I want invoice_id in payment module to retrive data.
for that I use
$invoice = new invoi_invoice();
$invi = $invoice->get_linked_beans('invoi_invoice_t_hotel_payment_1','invoi_invoice');
var_dump($invi);
it return
array(0){
}
and also I used
$invoice = new invoi_invoice();
$id=$invoice->retrieve($bean->invoi_invoice_t_hotel_payment_1invoi_invoice_ida);
but this also does not give me id of invoice.
i have read lots of blog and tutorial all are grabing parent record same like me.
but I don1t get id till now.
any help please..
I got the solution
for simply getting the parent id use
var_dump($_REQUEST);
then you got parent id like this:-
$parent_id=$_REQUEST["return_id"];

Create Email with a workflow in MS Dynamics Crm 2011 and dynamically fill the "To" field

I'm working on Ms Dynamics Crm 2011 development and I encountered following problem.
My situation:
I want to be able to automatically send an Email after a change on a specific status field on a record of the Entity "MyEntity". "MyEntity" has an Email-field. I try to create a workflow which sends an Email to the Email-field address of the "MyEntity" record after the status has been changed. My problem is that I can't add in the Email Creation workflow to the "To" field this "MyEntity" Email-field adress. I need to somehow specify in the workflow to dynamically add the "To" field, the relating Email address from the specific "MyEntity". Is that possible? Is there a workaround for that? It could be done with a plugin I guess, but by now I'm trying to avoid the plugin solution.
Thanks in advance
John
Yes, you should be able to. First go to Solutions, bring up your entity, go to Fields, bring up your e-mail field and ensure the Format is e-mail. Publish.
Work around: If you have more than 1 e-mail Format text field, change the others temporarily (to text from e-mail) and Publish. Otherwise, the next step is ambiguous and we don't have control over which field CRM sets up as the email to use when this entity is used for e-mail.
In the solution frame, select your entity node in the tree. Under Communication and Collaboration, check the box 'Sending e-mail (If an e-mail field does not exist, one will be created).' Save/Publish.
Fix the work around above if you had more than 1 e-mail format text field. Change them back to e-mail. Publish.
In Workflow, select your To Field. Under the Send e-mail step, select 'Set Properties.' Select the 'To' field. In the form assistant you should not be able to select your entity. NOTE: You will bind to the 'Key' field and NOT to the particular e-mail field.
This only works for a single e-mail field on your custom entity. There is no way to use a text field as an address in a CRM 'to' field.
Unfortunately you cannot.
Out of the box the To field in an email accepts only
Account
Contact
Facility/Equipment
Lead
Queue
User
So in order to achieve the goal , you will have to write a custom workflow activity (optional : taking the custom text field in your input parameter )and refer it in your workflow or develop a plug-in.
Sample code for Plugin:
SendEmailRequest req = new SendEmailRequest();
req.EmailId = emailId;//ID of created mail
req.TrackingToken = "";
req.IssueSend = true;
For more information check this post Crm 2011 :Workflow - Sending email problem