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  1. CiviCRM
  2. CRM-8149 CiviCRM ARMS Project
  3. CRM-8151

Implement form and page processing for triggered emails (Reminders)

    Details

    • Type: Sub-task
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: 3.4.1
    • Fix Version/s: 3.4.3
    • Component/s: Core CiviCRM
    • Labels:
      None

      Description

      This issue implements the schema from CRM-8150.

      Please implement create/edit email triggers as well as a page to browse email triggers.

      Draft implementation notes
      =====================
      Yash / Kurund - pls review and modify or discuss w/ me after you've reviewed this draft. dgg

      1. Tentative "name" for this functionality is "Schedule Reminders".

      2. Menu access to the list of reminders is via Administer > Configure > Schedule Reminders.

      3. Selector could include these columns:

      • Title
      • Reminder For (this is the "entity" and "type" shown on schedule.png - e.g "Activity - Evaluation")
      • When (e.g. "2 hours after Activity Date Time)
      • While (e.g. "Scheduled")
      • Repeat ("Yes" or "No" - probably don't need repeat details in selector)
      • Active? (e.g. reminders can be disabled w/o deleting them)

      4. Notes on form mockup shown in scheduled.png (attached)

      • we might want to freeze the fields for now where we are only supported a single option including:
        Entity (we're only supporting Activity)
        When-Date Field (I think we're only supporting activity_date_time for this iteration)
      • not sure if we need the [x] Send Email checkbox?? I guess the idea is you could create a reminder that doesn't do anything except invoke the reminder_triggered hook - and for those you would un-check this field ?? Tim O - comments please
      • if a template is used, and modified in the form - display the Update Template, Save as New Template optiions
      • token insert widget needed for title and body fields
      • default email editing section to HTML open / TEXT closed as we do in other similar forms

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            • Assignee:
              yashodha Yashodha Chaku
              Reporter:
              lobo Donald A. Lobo
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