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phpsugarcrmentry-pointsuitecrm

Using Entrypoint in SuiteCRM to update a field through a E-mail link to client?

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?

Solution

  • 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.