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Wondering how I'd go about doing this process:

  1. When Date of Deadline is LessThan OR EqualTo 7 days THEN Create a Task on Account (know how to do)
  2. THEN send Email from template (know how to do)
  3. In the e-mail have some way for the client to respond that updates a [emailtickfield] Boolean (or Yes/No/NotApplicable dropdown, not sure which we'd prefer yet) field in the data (not sure how to do)
  4. If email reminder sent GreaterThan 7 days and [emailtickfield] = 0 then send a email reminder to assigned user to contact account directly. (know how to do)

I've been informed that Entry-Points is the way to go about this, which there's a nice tutorial on how to create, but I'm still not actually sure about the workings of this process.

How would one get the entrypoint to update this field?

GeorgeWL
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2 Answers2

1

I would suggest looking into logic hooks. An on-save hook for emails would run code when an email object is saved. If the from email isn't one of yours, it's incoming and you can do whatever you want with it.

0

The URL in the email (or maybe multiple links for each choice) would pass back the account uuid and response value to a custom entry point. Something like this:

www.your-url?index.php?entryPoint=myCustomEntrypoint&id=d1384226-b5fb-43b9-01a7-4f54989ce3ff&response=NotApplicable

Your entrypoint would then retrieve these values from the $_REQUEST['id'] and $_REQUEST['response'], from these you can load the bean object and update the value accordingly.

Brad Larson
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johnmccuk
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