{"id":260,"date":"2010-09-27T05:02:00","date_gmt":"2010-09-27T05:02:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=260"},"modified":"2010-09-27T05:02:00","modified_gmt":"2010-09-27T05:02:00","slug":"enabling-secondary-entities-for-escalation","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/09\/27\/enabling-secondary-entities-for-escalation\/","title":{"rendered":"Enabling Secondary Entities for Escalation"},"content":{"rendered":"<div class=\"MsoNormal\">Sage CRM has provided wonderful features to automate tasks like sending mails or notifications etc using <i style=\"mso-bidi-font-style: normal;\">Escalation<\/i>. We can send automated emails through implementing business rules using escalation service in SageCRM. <\/div>\n<div class=\"MsoNormal\"><\/div>\n<div class=\"MsoNormal\">Have you ever been thought about sending automated emails or setting escalation rules for secondary entities in CRM? Recently I had come up with the requirement of sending an email based on Products table. This client was trying to replicate the inventory module of an accounting package and wanted emails to be sent to concerned person when the quantity on hand of a product reduces to a certain number. <\/div>\n<div class=\"MsoNormal\"><\/div>\n<div class=\"MsoNormal\">But as we know in the list of escalation tables, The NewProduct table is not available. So I was investigating that if I can enable escalations for CRM\u2019s secondary entities like <i style=\"mso-bidi-font-style: normal;\">Wave<\/i> and <i style=\"mso-bidi-font-style: normal;\">WaveItem<\/i> then why not for other secondary entities. There is bound to be certain setting at table level through which I can enable the escalations for secondary entities. <\/div>\n<div class=\"MsoNormal\"><\/div>\n<div class=\"MsoNormal\">After doing some analysis I got the way to display the NewProduct table in the escalation table list. I found that in the <i style=\"mso-bidi-font-style: normal;\">Custom_Tables<\/i> table there is field named as <i style=\"mso-bidi-font-style: normal;\">bord_workflowidfield<\/i>. This field should have proper value in order to make available escalation for the same. <\/div>\n<div class=\"MsoNormal\"><\/div>\n<div class=\"MsoNormal\"><i style=\"mso-bidi-font-style: normal;\">update custom_tables set bord_workflowidfield=&#8217;Prod_Workflowid&#8217;<o:p><\/o:p><\/i><\/div>\n<div class=\"MsoNormal\"><i style=\"mso-bidi-font-style: normal;\">where bord_name=&#8217;NewProduct&#8217;<o:p><\/o:p><\/i><\/div>\n<div class=\"MsoNormal\"><\/div>\n<p><span style=\"font-family: 'Times New Roman', serif; font-size: 12pt;\">Here I have set the workflow id for NewProduct table record as <i style=\"mso-bidi-font-style: normal;\">Prod_Workflowid<\/i>. Did the IISRESET and I was able to enable the NewProduct table for escalation. Ahoy! let the new stock come in.<\/span><\/p>\n<p><marquee width=\"80%\"><b>If you find this content useful, please feel free to drop us an email at <a href=\"mailto:crm@greytrix.com\" title=\"mailto:crm@greytrix.com\">crm@greytrix.com<\/a>. <\/b><\/marquee><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sage CRM has provided wonderful features to automate tasks like sending mails or notifications etc using Escalation. We can send automated emails through implementing business rules using escalation service in SageCRM. Have you ever been thought about sending automated emails or setting escalation rules for secondary entities in CRM? Recently I had come up with\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/09\/27\/enabling-secondary-entities-for-escalation\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[1098,1682],"class_list":["post-260","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-escalation","tag-notifications"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Enabling Secondary Entities for Escalation - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2010\/09\/27\/enabling-secondary-entities-for-escalation\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Enabling Secondary Entities for Escalation - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM has provided wonderful features to automate tasks like sending mails or notifications etc using Escalation. 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