CiviCooP / org.civicoop.pdfapi

Create PDF files and send them to a specified e-mail address from the API
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pdfapi Default email #16

Closed bertmcg closed 5 years ago

bertmcg commented 5 years ago

Hi

I am not sure if this would be classed as an issue but here goes.

When creating a rule to send out a pdf (through pdfapi) the mailing is automatically sent from the civicrm default 'from email address'.

Is it possible on a 'per rule' basis to define the 'FROM" email address to send out the pdf?

We have the requirement for different rules to send out different pdf's from different email addresses.

Many thanks Robbie

ErikHommel commented 5 years ago

Hi Robbie,

Certainly possible! I reckon it would be about 4 hours of work max (so 400 euros ex VAT). Interested in funding?

Verstuurd vanaf mijn iPad

Op 23 jul. 2019 om 12:05 heeft bertmcg notifications@github.com het volgende geschreven:

Hi

I am not sure if this would be classed as an issue but here goes.

When creating a rule to send out a pdf (through pdfapi) the mailing is automatically sent from the civicrm default 'from email address'.

Is it possible on a 'per rule' basis to define the 'FROM" email address to send out the pdf?

We have the requirement for different rules to send out different pdf's from different email addresses.

Many thanks Robbie

— You are receiving this because you are subscribed to this thread. Reply to this email directly, view it on GitHub, or mute the thread.

bertmcg commented 5 years ago

Hi Eric

Thanks for the quick reply...I will speak to the Director of Standards who has asked for this and will get back to you.

Regards

Robbie Burns McGregor

bertmcg commented 5 years ago

Hi Eric I have spoken to the Director of Standards and we would like to fund this development, subject to it being only around the 4 hours as quoted. How do we proceed with this? Regards Robbie

ErikHommel commented 5 years ago

Hi Robbie, I am on holidays at the moment (until 12 August) but will get back to you as soon as I return, is that OK?

Best Erik

Verstuurd vanaf mijn iPad

Op 26 jul. 2019 om 13:48 heeft bertmcg notifications@github.com het volgende geschreven:

Hi Eric I have spoken to the Director of Standards and we would like to fund this development, subject to it being only around the 4 hours as quoted. How do we proceed with this? Regards Robbie

— You are receiving this because you commented. Reply to this email directly, view it on GitHub, or mute the thread.

bertmcg commented 5 years ago

Hi Erik

That's absolutely fine. I will be away 11th - 16th but will be checking emails etc.

Robbie Burns McGregor


From: Erik Hommel notifications@github.com Sent: 26 July 2019 12:46 To: CiviCooP/org.civicoop.pdfapi org.civicoop.pdfapi@noreply.github.com Cc: bertmcg robbiemc@hotmail.com; Author author@noreply.github.com Subject: Re: [CiviCooP/org.civicoop.pdfapi] pdfapi Default email (#16)

Hi Robbie, I am on holidays at the moment (until 12 August) but will get back to you as soon as I return, is that OK?

Best Erik

Verstuurd vanaf mijn iPad

Op 26 jul. 2019 om 13:48 heeft bertmcg notifications@github.com het volgende geschreven:

Hi Eric I have spoken to the Director of Standards and we would like to fund this development, subject to it being only around the 4 hours as quoted. How do we proceed with this? Regards Robbie

— You are receiving this because you commented. Reply to this email directly, view it on GitHub, or mute the thread.

— You are receiving this because you authored the thread. Reply to this email directly, view it on GitHubhttps://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2FCiviCooP%2Forg.civicoop.pdfapi%2Fissues%2F16%3Femail_source%3Dnotifications%26email_token%3DAHG4CMQOIZEOWJN3XWI6BJ3QBLW3DA5CNFSM4IGCOAXKYY3PNVWWK3TUL52HS4DFVREXG43VMVBW63LNMVXHJKTDN5WW2ZLOORPWSZGOD24PBZQ%23issuecomment-515436774&data=02%7C01%7C%7C35854e2fe0ee440c93c908d711c74f42%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636997420027066810&sdata=b%2B0nuNhD7qh9Xu2D7SCAQGk8nU17kMyuCgWrErnHq0M%3D&reserved=0, or mute the threadhttps://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2Fnotifications%2Funsubscribe-auth%2FAHG4CMU5JYCVF3TIN4M7KTDQBLW3DANCNFSM4IGCOAXA&data=02%7C01%7C%7C35854e2fe0ee440c93c908d711c74f42%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636997420027076821&sdata=U9PA%2FrBIyU7R4bq9o0aU9GuEHwhI3hT30lMgXtM9Vo8%3D&reserved=0.

bertmcg commented 5 years ago

Hi Erik

Hope you had a great holiday.

I am now back from my own holiday and would like to progress this. Please advise next steps.

Regards

Robbie Burns McGregor


From: Erik Hommel notifications@github.com Sent: 26 July 2019 12:46 To: CiviCooP/org.civicoop.pdfapi org.civicoop.pdfapi@noreply.github.com Cc: bertmcg robbiemc@hotmail.com; Author author@noreply.github.com Subject: Re: [CiviCooP/org.civicoop.pdfapi] pdfapi Default email (#16)

Hi Robbie, I am on holidays at the moment (until 12 August) but will get back to you as soon as I return, is that OK?

Best Erik

Verstuurd vanaf mijn iPad

Op 26 jul. 2019 om 13:48 heeft bertmcg notifications@github.com het volgende geschreven:

Hi Eric I have spoken to the Director of Standards and we would like to fund this development, subject to it being only around the 4 hours as quoted. How do we proceed with this? Regards Robbie

— You are receiving this because you commented. Reply to this email directly, view it on GitHub, or mute the thread.

— You are receiving this because you authored the thread. Reply to this email directly, view it on GitHubhttps://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2FCiviCooP%2Forg.civicoop.pdfapi%2Fissues%2F16%3Femail_source%3Dnotifications%26email_token%3DAHG4CMQOIZEOWJN3XWI6BJ3QBLW3DA5CNFSM4IGCOAXKYY3PNVWWK3TUL52HS4DFVREXG43VMVBW63LNMVXHJKTDN5WW2ZLOORPWSZGOD24PBZQ%23issuecomment-515436774&data=02%7C01%7C%7C35854e2fe0ee440c93c908d711c74f42%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636997420027066810&sdata=b%2B0nuNhD7qh9Xu2D7SCAQGk8nU17kMyuCgWrErnHq0M%3D&reserved=0, or mute the threadhttps://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2Fnotifications%2Funsubscribe-auth%2FAHG4CMU5JYCVF3TIN4M7KTDQBLW3DANCNFSM4IGCOAXA&data=02%7C01%7C%7C35854e2fe0ee440c93c908d711c74f42%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636997420027076821&sdata=U9PA%2FrBIyU7R4bq9o0aU9GuEHwhI3hT30lMgXtM9Vo8%3D&reserved=0.

kainuk commented 5 years ago

Part of version 2.2

bertmcg commented 4 years ago

Hi Eric, Klaas

I wondered if I could seek your assistance on another project.

We hold our annual flagship event in Cologne each April and have been using civi-event to handle registrations through our website. Civi-event is great but does not really work that well for us because we want to list the event fees/payment against the organisation rather than the individual.

Because civievent does not allow this it creates a lot of work for us as we have to replicate the payment in the organisation record and soft credit the individual so we are able to send them an invoice accordingly.

Can you help us?

The solution we are looking for is online event registration where the individual fees/payment is attributed to the 'current employer' organisation with the following conditions;

It would also be great if individuals that do not have an employer can register as an individual with the fees/payment attributed to their individual record. This is not however a requirement.

The process will involve the usual email confirmations etc.

Is this something that can be done through civievent and civirules or would webforms be a solution? We would like to have a re-usable solution so this can be applied to other events.

This is quite urgent for us and something we would like to set up immediately as we have to enable registrations within the next week or so. Could you please advise if this is possible and if so how, how much and how quickly?

Look forward to hearing from you.

Regards

Robbie Burns McGregor

EuropeActive


From: Erik Hommel notifications@github.com Sent: 26 July 2019 12:46 To: CiviCooP/org.civicoop.pdfapi org.civicoop.pdfapi@noreply.github.com Cc: bertmcg robbiemc@hotmail.com; Author author@noreply.github.com Subject: Re: [CiviCooP/org.civicoop.pdfapi] pdfapi Default email (#16)

Hi Robbie, I am on holidays at the moment (until 12 August) but will get back to you as soon as I return, is that OK?

Best Erik

Verstuurd vanaf mijn iPad

Op 26 jul. 2019 om 13:48 heeft bertmcg notifications@github.com het volgende geschreven:

Hi Eric I have spoken to the Director of Standards and we would like to fund this development, subject to it being only around the 4 hours as quoted. How do we proceed with this? Regards Robbie

— You are receiving this because you commented. Reply to this email directly, view it on GitHub, or mute the thread.

— You are receiving this because you authored the thread. Reply to this email directly, view it on GitHubhttps://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2FCiviCooP%2Forg.civicoop.pdfapi%2Fissues%2F16%3Femail_source%3Dnotifications%26email_token%3DAHG4CMQOIZEOWJN3XWI6BJ3QBLW3DA5CNFSM4IGCOAXKYY3PNVWWK3TUL52HS4DFVREXG43VMVBW63LNMVXHJKTDN5WW2ZLOORPWSZGOD24PBZQ%23issuecomment-515436774&data=02%7C01%7C%7C35854e2fe0ee440c93c908d711c74f42%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636997420027066810&sdata=b%2B0nuNhD7qh9Xu2D7SCAQGk8nU17kMyuCgWrErnHq0M%3D&reserved=0, or mute the threadhttps://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2Fnotifications%2Funsubscribe-auth%2FAHG4CMU5JYCVF3TIN4M7KTDQBLW3DANCNFSM4IGCOAXA&data=02%7C01%7C%7C35854e2fe0ee440c93c908d711c74f42%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636997420027076821&sdata=U9PA%2FrBIyU7R4bq9o0aU9GuEHwhI3hT30lMgXtM9Vo8%3D&reserved=0.

ErikHommel commented 4 years ago

Hello Robbie,

thanks for your request! Reading through you request quickly it should certainly be feasible but will require a little more investigation on how we would do this exactly. At this point in time we are all pretty full with work so I do not think we would be able to realise this within a week. We would potentially be able to set step 1 :do some initial investigation in January but not a lot sooner I am afraid.

I would also recommend you test this kind of functionality carefully before using it, and this sounds like a very ambitious schedule....

Let me know if you want us to plan step 1 as soon as we can?

best

Erik

Op 02-12-19 om 12:39 schreef bertmcg:

Hi Eric, Klaas

I wondered if I could seek your assistance on another project.

We hold our annual flagship event in Cologne each April and have been using civi-event to handle registrations through our website. Civi-event is great but does not really work that well for us because we want to list the event fees/payment against the organisation rather than the individual.

Because civievent does not allow this it creates a lot of work for us as we have to replicate the payment in the organisation record and soft credit the individual so we are able to send them an invoice accordingly.

Can you help us?

The solution we are looking for is online event registration where the individual fees/payment is attributed to the 'current employer' organisation with the following conditions;

  • up to 5 individuals can be registered online at once
  • when registering the individual will have to detail their current employer
  • all registered individuals will be listed as current employees of the selected or neworganisation
  • if the 'current employer organisation' is a live member of EuropeActive then a reduced fee is applied per delegate @ €399
  • if the current employer is not a member then a higher 'standard' fee is applied @ €499
  • if the registration is before a specified date then an 'early bird' rate applies to live member employees @ €349
  • if the registration is before a specified date then an 'early bird' rate applies to non-member employees @ €449

It would also be great if individuals that do not have an employer can register as an individual with the fees/payment attributed to their individual record. This is not however a requirement.

The process will involve the usual email confirmations etc.

Is this something that can be done through civievent and civirules or would webforms be a solution? We would like to have a re-usable solution so this can be applied to other events.

This is quite urgent for us and something we would like to set up immediately as we have to enable registrations within the next week or so. Could you please advise if this is possible and if so how, how much and how quickly?

Look forward to hearing from you.

Regards

Robbie Burns McGregor

EuropeActive


From: Erik Hommel notifications@github.com Sent: 26 July 2019 12:46 To: CiviCooP/org.civicoop.pdfapi org.civicoop.pdfapi@noreply.github.com Cc: bertmcg robbiemc@hotmail.com; Author author@noreply.github.com Subject: Re: [CiviCooP/org.civicoop.pdfapi] pdfapi Default email (#16)

Hi Robbie, I am on holidays at the moment (until 12 August) but will get back to you as soon as I return, is that OK?

Best Erik

Verstuurd vanaf mijn iPad

Op 26 jul. 2019 om 13:48 heeft bertmcg notifications@github.com het volgende geschreven:

Hi Eric I have spoken to the Director of Standards and we would like to fund this development, subject to it being only around the 4 hours as quoted. How do we proceed with this? Regards Robbie

— You are receiving this because you commented. Reply to this email directly, view it on GitHub, or mute the thread.

— You are receiving this because you authored the thread. Reply to this email directly, view it on GitHubhttps://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2FCiviCooP%2Forg.civicoop.pdfapi%2Fissues%2F16%3Femail_source%3Dnotifications%26email_token%3DAHG4CMQOIZEOWJN3XWI6BJ3QBLW3DA5CNFSM4IGCOAXKYY3PNVWWK3TUL52HS4DFVREXG43VMVBW63LNMVXHJKTDN5WW2ZLOORPWSZGOD24PBZQ%23issuecomment-515436774&data=02%7C01%7C%7C35854e2fe0ee440c93c908d711c74f42%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636997420027066810&sdata=b%2B0nuNhD7qh9Xu2D7SCAQGk8nU17kMyuCgWrErnHq0M%3D&reserved=0, or mute the threadhttps://eur03.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgithub.com%2Fnotifications%2Funsubscribe-auth%2FAHG4CMU5JYCVF3TIN4M7KTDQBLW3DANCNFSM4IGCOAXA&data=02%7C01%7C%7C35854e2fe0ee440c93c908d711c74f42%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636997420027076821&sdata=U9PA%2FrBIyU7R4bq9o0aU9GuEHwhI3hT30lMgXtM9Vo8%3D&reserved=0.

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-- Met vriendelijke groet,

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T: +31 (0)6 30 05 4096 <tel:+31(0)630054096> E: erik.hommel@civicoop.org mailto:erik.hommel@civicoop.org W: civicoop.org https://civicoop.org

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bertmcg commented 4 years ago

Hi Eric

Thanks for the quick response...this has been kind of thrown at me last minute.

Will ponder this and get back to you.

It may be that we launch registration with the standard civi-event format and then look to change in January.

Regards

Robbie Burns McGregor


From: Erik Hommel notifications@github.com Sent: 02 December 2019 12:10 To: CiviCooP/org.civicoop.pdfapi org.civicoop.pdfapi@noreply.github.com Cc: bertmcg robbiemc@hotmail.com; Author author@noreply.github.com Subject: Re: [CiviCooP/org.civicoop.pdfapi] pdfapi Default email (#16)

Hello Robbie,

thanks for your request! Reading through you request quickly it should certainly be feasible but will require a little more investigation on how we would do this exactly. At this point in time we are all pretty full with work so I do not think we would be able to realise this within a week. We would potentially be able to set step 1 :do some initial investigation in January but not a lot sooner I am afraid.

I would also recommend you test this kind of functionality carefully before using it, and this sounds like a very ambitious schedule....

Let me know if you want us to plan step 1 as soon as we can?

best

Erik

Op 02-12-19 om 12:39 schreef bertmcg:

Hi Eric, Klaas

I wondered if I could seek your assistance on another project.

We hold our annual flagship event in Cologne each April and have been using civi-event to handle registrations through our website. Civi-event is great but does not really work that well for us because we want to list the event fees/payment against the organisation rather than the individual.

Because civievent does not allow this it creates a lot of work for us as we have to replicate the payment in the organisation record and soft credit the individual so we are able to send them an invoice accordingly.

Can you help us?

The solution we are looking for is online event registration where the individual fees/payment is attributed to the 'current employer' organisation with the following conditions;

  • up to 5 individuals can be registered online at once
  • when registering the individual will have to detail their current employer
  • all registered individuals will be listed as current employees of the selected or neworganisation
  • if the 'current employer organisation' is a live member of EuropeActive then a reduced fee is applied per delegate @ €399
  • if the current employer is not a member then a higher 'standard' fee is applied @ €499
  • if the registration is before a specified date then an 'early bird' rate applies to live member employees @ €349
  • if the registration is before a specified date then an 'early bird' rate applies to non-member employees @ €449

It would also be great if individuals that do not have an employer can register as an individual with the fees/payment attributed to their individual record. This is not however a requirement.

The process will involve the usual email confirmations etc.

Is this something that can be done through civievent and civirules or would webforms be a solution? We would like to have a re-usable solution so this can be applied to other events.

This is quite urgent for us and something we would like to set up immediately as we have to enable registrations within the next week or so. Could you please advise if this is possible and if so how, how much and how quickly?

Look forward to hearing from you.

Regards

Robbie Burns McGregor

EuropeActive


From: Erik Hommel notifications@github.com Sent: 26 July 2019 12:46 To: CiviCooP/org.civicoop.pdfapi org.civicoop.pdfapi@noreply.github.com Cc: bertmcg robbiemc@hotmail.com; Author author@noreply.github.com Subject: Re: [CiviCooP/org.civicoop.pdfapi] pdfapi Default email (#16)

Hi Robbie, I am on holidays at the moment (until 12 August) but will get back to you as soon as I return, is that OK?

Best Erik

Verstuurd vanaf mijn iPad

Op 26 jul. 2019 om 13:48 heeft bertmcg notifications@github.com het volgende geschreven:

Hi Eric I have spoken to the Director of Standards and we would like to fund this development, subject to it being only around the 4 hours as quoted. How do we proceed with this? Regards Robbie

— You are receiving this because you commented. Reply to this email directly, view it on GitHub, or mute the thread.

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-- Met vriendelijke groet,

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T: +31 (0)6 30 05 4096 <tel:+31(0)630054096> E: erik.hommel@civicoop.org mailto:erik.hommel@civicoop.org W: civicoop.org https://civicoop.org

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