Writing custom code to generate an alert when a workflow reaches a certain stage

ERPNext
1

Hi,


I need help to achieve the following after setting up a workflow:
+ Send out an alert (email or sms) when a workflow reaches a certain stage

Example workflow:
+ Open support ticket > Contact Customer > Resolve Ticket > Close

When the flow reaches the “Resolve Ticket” stage an email must be sent to “Support Team” and “Customer”.

I need steps as I am 100% new to ERPNext and have only managed to create a workflow and stages.

What I read on the web and forum is about custom code both client and server side on the module and doctype
level, I just have no idea what to do with that information because non of it is A B C clear. Please understand that
our experience levels are not the same and I don’t mind being teased :stuck_out_tongue:

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2
Ed,

Welcome to the forum. :)

Easiest way to do this is to add a Custom Script (server) to Support Ticket.

And send the mails using on_update method.

Note Custom Scripts (server) are appended to the main script (support_ticket.py) and are a bit hacky and all the functions must start with a left tab as they are a part of a subclass).

This is how Custom Server Scripts are executed:

https://github.com/webnotes/wnframework/blob/master/webnotes/model/code.py#L104

best,
Rushabh

T: @rushabh_mehta

On 15-Jun-2013, at 6:22 PM, Ed Dikotope <ed...@gmail.com> wrote:

Hi,

I need help to achieve the following after setting up a workflow:
+ Send out an alert (email or sms) when a workflow reaches a certain stage

Example workflow:
+ Open support ticket > Contact Customer > Resolve Ticket > Close

When the flow reaches the "Resolve Ticket" stage an email must be sent to "Support Team" and "Customer".

I need steps as I am 100% new to ERPNext and have only managed to create a workflow and stages.

What I read on the web and forum is about custom code both client and server side on the module and doctype
level, I just have no idea what to do with that information because non of it is A B C clear. Please understand that
our experience levels are not the same and I don't mind being teased :P

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