create rule auto sending emai to staff once they not reply/read email from customer

[Ellen]

Hi guys,
I'm newbie in espocrm.In advance pack I saw workflow to create automation email.
So please help me as detail as possible to create:
1.Rule to automatic sending email alert to our user once they not read/not reply from customer(mail from outside) after time period(ex 5mins)
2.Please explain condition in email rule: ex: fromemailadress.optout
3.in formular>attribute: please explain these functions.
Thank you very much.
Ellen

[tanya]

Hello
1. the same question with the answer http://forum.espocrm.com/forum/gener...tomation-email
2. If email address from email was sent is opted out (unsubscribed).
3. https://www.espocrm.com/documentatio...ation/formula/

Best Regards,
Tanya

[Ellen]

Hi,
I have read I follow your instruction but there are some issue please check:
1.I created one rule name "after email created":
- trigger type:after record created
- condition: check email if it's external by formula>attribute>Isbeingimported(true)
- action: send email immediate from system to current user
I tried to send email from outsite to this user:email received but workflow is not happened anything
I tried to compose new email: error 500: Class\Espo\core\Formula\Functions\IsBeingImportedT ype was not found
I understand that trigger type

after record created

is mean when I compose new email not receiving email from outside?

2. I tried to created one rule name "after email created"
- trigger type:

sequential
- condition:

check email

if it's

external by formula>attribute>Isbeingimported(true)
- action: trigger to

Trigger Another Workflow Rule:

it required to choose one rule.which rule I choose since there is no rule to choose.
Thank you very much and have a good day.

[tanya]

The workflow rule, which sends email has to be sequential.
Watch the video about workflow.
in formula set entity/attributes('isBeingImported')

[Ellen]

Hi,
I have tried 2 rules for my testing:
1.Rule 1: test mail is external
Trigger type:sequential
Condition:use formula:
entity/attributes('isBeingImported')=true
action: send email immediate to current user

2. Rule2: email not reply
Trigger type: :sequential
Condition:use formula:
entity/attributes('isNotReplied')=true
action: send email immediate to current user

But both of them seems not working.Please help me very detail if possiblity since I'm very new in espocrm.
Thank you very much.

[sacombank]

2 days for creating rules (

[Ellen]

Hi Tanya,
could you help on this issue

[tanya]

Hello
the main workflow looks
I didn't tested sequential workflow. I need some time for this

[Ellen]

Hi Tanya,
yes,the issue is from sequential workflow.
I am waiting for your result.
Thanks for your promt feedback

[tanya]

The sequential workflow .
Checked, it works.

[Ellen]

Hi Tanya,
I have just done exactly what you provided.But it's still not working:
1.rule: emai imported(please see picture attached):it worked but for both cases email from outside and email in company.
I think in function condition: isBeingImported && entity\isNew() should return values.right?
2.Rule email not replied(please see picture attached):The sequential workflow is still not working even I tried change condition to : isNotreplied.Or some thing wrong?
I also attached workflow logs for your checking.
Please help, since I need I badly.
Thank you very much for your hard working Tanya.

[tanya]

1. Formula in Conditions has to return TRUE or FALSE. isBeingImported field is set only, if email is imported from email account and when the import is completed. It returns TRUE or it is empty and returns FALSE.
entity\isNew() returns TRUE only, if empty is created.
2. my mistake - Is Replied - false

[Ellen]

Hi Tanya,
It's worked.Great.
By the way, please explain some queries:
1.current user is what account?
2.If I want to send email to who which receive email from outside ex:Mr.A-accounting manager.
3.we have to use refresh manually(F5) or click inbox to receive email.How to auto refresh.
4.How we customize email interface: ex we need more some column like
Once again thank you very much.

[Ellen]

Hi Tanya,
Have a good day!
please give your advice about:
1.When new email come,it’s not display until we have to refresh or click inbox
2.how to customize mail interface since we need add more some columns if any
Thank you

[tanya]

Hello
1. If new email come, you will get the notification (the bell icon on the top of the page). Also you could can add My Inbox dashlet on the dashboard. The dashlet has an option Auto-Refresh Interval.
2. copy from application/Espo/Resources/layouts/Email needed layouts to custom/Espo/Custom/Resources/layouts/Email, and you can modify them (in custom folder). After run Rebuild in Administartion