Advanced pack - workflow email

[egi.zaberl]

How can i extend advanced pack workflow to add option to send email to a value from record field? I have custom entity with field email and when i add a new record i want to send an email to the email entered in that field. Or other way to do it - on a new record added i would like to create new customer (this is possible workflow and i can do it). Then i would like to send an email to this newly created customer.

Dynamic "sent to" field would be a really nice option.

Regards, Egi

[egi.zaberl]

I have managed to add dynamic mail option to Workflow action "Send Email" to dropdown "To" and "Reply-to" option list.

When you create action send email, dropdown to and reply-to will be filled with additional options from selected entity. In dropdown you will see Entity name: field name as additional option.
When you select this option and workflow is executed, code will read field value, check if it is a valid email and send it to that email address.

Code to extend functionality:

FILE: client/modules/advanced/src/views/workflow/action-modals/send-email.js

Add this code:

[B]html += this.getEntityOptions(value); [/B]

before code (line 210 and 239):

[I]html += this.getLinkOptions(value, false, true);[/I]

Add this code:

getEntityOptions: function (value, onlyUser, noMultiple) {
    var html = '';
    var fieldDefs = this.getMetadata().get('entityDefs.' + this.entityType + '.fields') || {};
    Object.keys(fieldDefs).forEach(function (item) {
        if (~['varchar','email'].indexOf(this.getMetadata().get(['entityDefs', this.entityType, 'fields', item, 'type'])) &&
            !(this.getMetadata().get(['entityDefs', this.entityType, 'fields', item, 'disabled']))
        ) {
            var label = this.translate(item, 'fields', this.entityType);
            var labelEntity = this.translate(this.entityType, 'scopeNames');
            html += '<option value="field:' + item + '" ' + (item === value ? 'selected' : '') + '>' + labelEntity + ': ' + label + '</option>';
        }
    }, this);
    return html;
},

Before code (line 244):
getLinkOptions: function (value, onlyUser, noMultiple) { ....


FILE: application/Espo/Modules/Advanced/Core/Workflow/Actions/SendEmail.php (you can also override this class in custom folder)

Put this code:

if (strpos($fieldValue, 'field:') !== false) {
    $fieldId = substr($fieldValue, 6);
    $email = $entity->get($fieldId);
    if(filter_var($email, FILTER_VALIDATE_EMAIL)) {
        $returnData = array(
            'email' => $email,
            'type' => 'specifiedEmailAddress',
        );
    }
    break;
} 

After this code (line 180):

default:
    $entity = $this->getEntity(); 

Next improvement would be to add fields from related entities.

Regards, Egi