I am successfully triggering on "Activity is added; Trigger for Activity Source" and updating the status of the activity. Now I need to assign the activity to the Source contact in the activity so they get the email notification with the activity details. Can't find an action to do that. I can send an email, but that lacks all the activity's details.
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The Add Action > Select Action dropdown has an option for "Activity Contact Record Type (Assignee, Source or Target)" which maybe relates to this. Unfortunately selecting it results in error "Not a valid action, action class is missing."– wil_SRQAug 5, 2020 at 0:31
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1 Answer
I do not think there is an action yet to do what you want it to do. It is not a complicated action though, so it should be relatively easy to add. Do you have any PHP skills? If so, it would be great if you could do a PR and add the action? There is documentation on how to create an action here: https://docs.civicrm.org/civirules/en/latest/create-your-own-action/
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You're right, simple enough. I'll submit a PR soon. Unfortunately it didn't accomplish my end goal. Turns out that assigning an activity via the API (v3) does NOT send the assignee the nice email they get when the assignment is via GUI.– wil_SRQAug 6, 2020 at 18:15
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Erik - ask @jaapjansma who helped me with lab.civicrm.org/dev/core/-/issues/1767. I am not conversant in git. This time I think I managed to get my changes into a clone of civirules - lab.civicrm.org/SRQ_civicrm/civirules. I can't, however, figure out how to create a PR! Would appreciate any help/guidance you can offer.– wil_SRQAug 7, 2020 at 18:45
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You could potentially send the message from your action using the Email API? Aug 10, 2020 at 6:44
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1In your fork, got to the + in the top blue bar. There will be an option to create a new merge request? Aug 10, 2020 at 6:51