Send email to Case assignee when assignee is changed

When a Case is assigned, or when the assignee is changed, I want the new assignee to be notified by email.

So I go to System > Emails > Notification Rules and I start adding a new rule. I choose “Case” as the Entity Name, but it seems the only “dynamic” recipient I can choose is the Case owner — I can’t choose the Case assignee. Furthermore, the only Event Name options I have are “Entity create”, “remove”, and “update” — “Entity change assignee” is not an event option.

Questions:
1) Have I correctly understood the limitations of the Notification Rules system, or is there some way to get it to do what I want?

2) If it cannot do what I want, are there any plans to make it more flexible?

3) In the meantime, can I add some custom code to do what I need? How would I begin? Can I add an event listener that can identify if the assignee has been changed?

Topic

[Bhavesh TailorParticipant]

Hi Mike ,

I have create this process by custom code and it’s work . Thank you for quick response .

Thank You

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Bhavesh

[Mike KudelyaParticipant]

Could you please let me know what I am doing wrong?

Please change:

YAML

$.assignedTo.email

1	$.assignedTo.email

to:

YAML

$assignedTo.email

1	$assignedTo.email

Don’t forget set cron as i said above.

[Bhavesh TailorParticipant]

Hi Mike ,

Yes sure mike , i already set corn as you mention in above comment like this

*/1 * * * * /usr/bin/php /home/ilogix/Workspace/orocrmdemo/app/console –env=prod oro:cron >> /dev/null

Mike i am not able to create case don’t know why . i have setup all as per your guidance . I am able to create process via custom but not through process.yml

thank you for your quick response .

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Bhavesh

[Mike KudelyaParticipant]

You didn’t answer on my question:

As i understood you have the following flow:

In contact request form email field is mandatory.

1. I think you should search contact by email. Something like this “select * from orocrm_contact c where c.email = ’email which user entered’”.
1.1 Contact has been found – case must be created, ContactRequest is not.
1.2 Contact hasn’t been found – ContactRequest must be created, case is not.

Right ?

[Bhavesh TailorParticipant]

Yes i created custom query for search by email into

Workspace/tdm_marketsnap_com/src/MarketSnap/Bundle/EmbeddedFormBundle/Controller/EmbedFormController.php . There customize code as per my requirement .

1.search contact by email.
1.1 Contact has been found – case must be created, ContactRequest is not.
1.2 Contact hasn’t been found – ContactRequest must be created, case is not.

Thank You

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Bhavesh

[Mike KudelyaParticipant]

Here is process that does the following work:

1.search contact by email.
1.1 Contact has been found – case must be created, ContactRequest is not.
1.2 Contact hasn’t been found – ContactRequest must be created, case is not.

YAML

definitions: create_case: label: 'Create Case form Embedded Web Form' enabled: true entity: OroCRM\Bundle\ContactUsBundle\Entity\ContactRequest order: 10 actions_configuration: - '@find_entity': parameters: class: OroCRM\Bundle\ContactBundle\Entity\ContactEmail attribute: $.contactEmail where: email: $emailAddress - @tree: conditions: @not_empty: $.contactEmail actions: - '@find_entity': attribute: $.caseSource class: OroCRMCaseBundle:CaseSource identifier: 'email' - '@find_entity': attribute: $.caseStatus class: OroCRMCaseBundle:CaseStatus identifier: 'open' - '@find_entity': attribute: $.casePriority class: OroCRMCaseBundle:CasePriority identifier: 'normal' - @create_entity: class: OroCRM\Bundle\CaseBundle\Entity\CaseEntity attribute: $.contactEntityInstance data: relatedContact: $.contactEmail.owner organization: $.contactEmail.owner.organization owner: $.contactEmail.owner.owner subject: $firstName source: $.caseSource status: $.caseStatus priority: $.casePriority - @remove_entity: target: $.data triggers: create_case: - event: create priority: 5 queued: true

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definitions:     create_case:         label:   'Create Case form Embedded Web Form'         enabled: true         entity:  OroCRM\Bundle\ContactUsBundle\Entity\ContactRequest         order:   10         actions_configuration:             - '@find_entity':                 parameters:                     class: OroCRM\Bundle\ContactBundle\Entity\ContactEmail                     attribute: $.contactEmail                     where:                         email: $emailAddress             - @tree:                 conditions:                     @not_empty: $.contactEmail                 actions:                     - '@find_entity':                         attribute: $.caseSource                         class: OroCRMCaseBundle:CaseSource                         identifier: 'email'                     - '@find_entity':                         attribute: $.caseStatus                         class: OroCRMCaseBundle:CaseStatus                         identifier: 'open'                     - '@find_entity':                         attribute: $.casePriority                         class: OroCRMCaseBundle:CasePriority                         identifier: 'normal'                     - @create_entity:                         class:     OroCRM\Bundle\CaseBundle\Entity\CaseEntity                         attribute: $.contactEntityInstance                         data:                             relatedContact: $.contactEmail.owner                             organization: $.contactEmail.owner.organization                             owner: $.contactEmail.owner.owner                             subject: $firstName                             source: $.caseSource                             status: $.caseStatus                             priority: $.casePriority                     - @remove_entity:                         target: $.data   triggers:     create_case:         -             event:    create             priority: 5             queued:   true

[Bhavesh TailorParticipant]

Hi Mike ,

It’s Work For me . Do you have any idea how to assign.

for example for user xyz@gmaail.com which is already exist and case created with assign,
1. if user assign for xyz user then assign value also add into create case from embedded
2 if not assign any single case for this user then it should be blank .

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Bhavesh

[Mike KudelyaParticipant]

Hi

I think you should add this before @remove_entity

YAML

- '@assign_value': conditions: '@not_empty': $.contactEmail.owner.assignedTo parameters: [$.contactEntityInstance.assignedTo, $.contactEmail.owner.assignedTo] - '@flush_entity': $.contactEntityInstance

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- '@assign_value':                         conditions:                             '@not_empty': $.contactEmail.owner.assignedTo                         parameters: [$.contactEntityInstance.assignedTo, $.contactEmail.owner.assignedTo]                     - '@flush_entity': $.contactEntityInstance

Also i want to notice that you can look at orocrm actions and learn how they work here.

[Bhavesh TailorParticipant]

Hi Mike ,

I am not able to get assign value, i have added assign entity as per you mention above my code is :

PHP

definitions: create_case: label: 'Create Case form Embedded Web Form' enabled: true entity: OroCRM\Bundle\ContactUsBundle\Entity\ContactRequest order: 10 actions_configuration: - '@find_entity': parameters: class: OroCRM\Bundle\ContactBundle\Entity\ContactEmail attribute: $.contactEmail where: email: $emailAddress - @tree: conditions: @not_empty: $.contactEmail actions: - '@find_entity': attribute: $.caseSource class: OroCRMCaseBundle:CaseSource identifier: 'email' - '@find_entity': attribute: $.caseStatus class: OroCRMCaseBundle:CaseStatus identifier: 'open' - '@find_entity': attribute: $.casePriority class: OroCRMCaseBundle:CasePriority identifier: 'normal' - @create_entity: class: OroCRM\Bundle\CaseBundle\Entity\CaseEntity attribute: $.contactEntityInstance data: relatedContact: $.contactEmail.owner organization: $.contactEmail.owner.organization owner: $.contactEmail.owner.owner subject: $firstName source: $.caseSource status: $.caseStatus priority: $.casePriority - '@assign_value': conditions: '@not_empty': $.contactEmail.owner.assignedTo parameters: [$.contactEntityInstance.assignedTo, $.contactEmail.owner.assignedTo] - '@flush_entity': $.contactEntityInstance - @remove_entity: target: $.data triggers: create_case: - event: create priority: 5 queued: true

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definitions:     create_case:         label:   'Create Case form Embedded Web Form'         enabled: true         entity:  OroCRM\Bundle\ContactUsBundle\Entity\ContactRequest         order:   10         actions_configuration:             - '@find_entity':                 parameters:                     class: OroCRM\Bundle\ContactBundle\Entity\ContactEmail                     attribute: $.contactEmail                     where:                         email: $emailAddress             - @tree:                 conditions:                     @not_empty: $.contactEmail                 actions:                     - '@find_entity':                         attribute: $.caseSource                         class: OroCRMCaseBundle:CaseSource                         identifier: 'email'                     - '@find_entity':                         attribute: $.caseStatus                         class: OroCRMCaseBundle:CaseStatus                         identifier: 'open'                     - '@find_entity':                         attribute: $.casePriority                         class: OroCRMCaseBundle:CasePriority                         identifier: 'normal'                     - @create_entity:                         class:     OroCRM\Bundle\CaseBundle\Entity\CaseEntity                         attribute: $.contactEntityInstance                         data:                             relatedContact: $.contactEmail.owner                             organization: $.contactEmail.owner.organization                             owner: $.contactEmail.owner.owner                             subject: $firstName                             source: $.caseSource                             status: $.caseStatus                             priority: $.casePriority                     - '@assign_value':                         conditions:                             '@not_empty': $.contactEmail.owner.assignedTo                         parameters: [$.contactEntityInstance.assignedTo, $.contactEmail.owner.assignedTo]                     - '@flush_entity': $.contactEntityInstance                     - @remove_entity:                         target: $.data   triggers:     create_case:         -             event:    create             priority: 5             queued:   true

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Bhavesh

[Mike KudelyaParticipant]

This additional code allows you assign to case entity, contact’s assign user, if contact’s assign user exists. As i understood this is what you want. I tested this code, it works.

[Bhavesh TailorParticipant]

Hi Mike ,

For Example I have user XYZ and this user have case with Assigned To value (if you edit case then this field will display) . If you given Assigned To is ABC and

If another case will create for XYZ user from embedded web form then this Assigned To value is set for this also .

I hope you understand .

Thank You

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Bhavesh

[Author]

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