Kick off a workflow when someone views a Campaign email

John Mertic —  December 2, 2013 — 2 Comments

Here’s a question someone tried to stump one of our SEs with this week; how could a customer trigger a workflow if the Lead “views” a campaign email? It’s actually quite possible, but requires a code change to do this via Workflow.

For the code change, add the snippet below to a new file named campaignlog_workflow_enable.php in theĀ custom/Extension/application/Ext/Include/ directory…

$moduleList[] = 'CampaignLog';

After doing a Quick Rebuild and Repair, you can now go and create a new workflow as shown below, with the target module as ‘Campaign Log‘ and the condition as ‘Activity type equals Viewed Message‘.

image002-1

Thanks to Harald Kuske for this solution!

John Mertic

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John Mertic manages the strategic ISV alliances program for SugarCRM, having several years of techincal experience bringing solutions to market with several SugarCRM technology partners. A frequent conference speaker and an avid writer, he has been published in php|architect, IBM Developerworks, and in the Apple Developer Connection, and is the author of the book 'The Definitive Guide to SugarCRM: Better Business Applications' and the book 'Building on SugarCRM: Creating Applications the Easy Way'. He is also president of the OpenSocial foundation, guiding them in solving interoperability issues for enterprise application providers worldwide.

2 responses to Kick off a workflow when someone views a Campaign email

  1. 

    Does this still work in v7x?

  2. 

    Should be part of core by now? ;-)

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