1

I created a custom entity named "Project". Each time a comment is written in the Stream section of a project, I need to send the comment via email to the comment author AND to the target account of the project.

The email subject must be structured as follows: "[<Project_ID>] New comment on <Project_Name>". Ex: [123] New comment on Sample Project.

Does EspoCRM allow to solve a problem like this? If true, please provide guidance, useful docs, etc. I have explored the docs but no success to solve this specific problem.

Rafael Cardero
  • 13
  • 2
  • there are many ways to achive this.. you can override controller, afterCreate hook in repositery, or even can define a custom hook for that, or a workflow (if you have advanced pack) – Haseeb Zulfiqar Jun 26 '21 at 13:02

1 Answers1

1

Here is some good information:

  • The entity name is Note, so every record on stream panel is a Note entity.
  • Note entity is not customizable by design, because it is core entity.
  • A way to send emails conditionally in Espocrm is Formula.
  • Note is not customizable, so cannot write formula for it.
  • To make it customizable, create this file:
  • Path: custom/Espo/Custom/Resources/metadata/scopes/Note.json
  • Contect: {"customizable":true}
Eymen Elkum
  • 3,013
  • 1
  • 20
  • 34