Alright, so I wrote myself a little guide on how to add in new modules on the Email Templates module. But what if the data I need is in a related module instead of the module itself?
We have a custom contacts module called ‘preps_contracted_reps’.
Related to this module is a module called ‘wn_writing_number’.
When I email these folks, I’d like to bring in the ‘wn_writing_number.title_c’ field.
In addition, I’d like to ask for any suggestions on something more complicated than that.
This relationship exists in our CRM:
The Rep His Number His upline’s number His upline’s contact page
Representative -> Writing Number -> Writing Number - Representative
My problem is that I need to retrieve the upline’s contact page information.
Right now, this is a one-to-many relationship. 1 Rep to Many Writing Numbers.
Here is what I know so far:
HOW TO ADD NEW MODULES TO EMAIL TEMPLATES DROPDOWN MENU:
- Follow instructions found from here: https://sabalinfo.wordpress.com/2013/10/11/customizing-the-email-module/
- (copied here for safekeeping)
– modules/Emails/Email.php
— around lines 500-515 in the ‘email2Send’ function, add this line inside the if statement
---- || $REQUEST[‘parent_type’] == ‘Opportunities’
– modules/EmailTemplates/EditView.php
— Add new option around line 300-320
----
---- “.$app_list_strings[‘moduleListSingular’][‘Cases’].”
----
– modules/EmailTemplates/EmailTemplate.php
— add new modules to $loopControl, $prefixes, substantiate new module class in both generateFieldDefsJS and generateFieldDefsJS2 functions
---- add line right inside function
---- $sales = new Opportunity();
---- Add line inside $loopControl array
---- ‘Opportunities’ => array(
---- ‘Opportunities’ => $sales,
---- ),
---- Add line inside $prefixes array
-----‘Opportunities’ => 'opportunity’,
This right here adds a new module, so problem #1 solved, any suggestions on how to resolve #2 and #3?
I’m going to continue to investigate, but wanted to know if anyone else had needed to do this?