We use the ClickSend module to send blast sms to our clients via automate actions.
In 2.8-2.9 this worked fine.
In 3.0, you can no longer select a field using "Value from Parent Entity" which effectively breaks both email and sms blast messages.
(See Screenshots)
Automate Actions - Value From Parent Entity
- support
- Site Admin
- Posts: 6231
- Joined: 19 Oct 2014, 18:22
- Name: Sergey Kharchishin
- Location: Russia, Evpatoriya
Re: Automate Actions - Value From Parent Entity
To change value in parent entity you have to use Action "change fields value of the parent record"
-
- Sponsor
- Posts: 215
- Joined: 03 Jun 2021, 22:06
- Name: Bradley Hayes
- Location: USA Palmdale
- Company Name: Two-Lifestyles, Inc.
- Contact:
Re: Automate Actions - Value From Parent Entity
That's not what we are trying to do.
We don't need to change anything in the parent entity.
Within the parent entity we have the client's contact information. Then we created a sub entity called BlastSMS. Within the sub entity, we have a field for manually typing the message text.
Then we have a field to get the phone number from the parent entity, as seen in the screenshot. Then we use automated actions > add record to sub entity to add new records to the sub entity. The button for the automated actions is located in the parent entity. By checking the box next to the clients we wish to send a message to, and then pressing send blast sms, the automated action is supposed to add a new record to the sub entity with their phone number and manually typed message text. Then clicksend sends the messages as they are added to the sub-entity.
The problem were having now is, since the new update, fieldtype "Value from Parent Entity" is no longer supported in automated actions, so there is no way to get the phone numbers from the selected clients.
TLDR: Please re-add support for fieldtype "Value from Parent Entity" to automated actions.
We don't need to change anything in the parent entity.
Within the parent entity we have the client's contact information. Then we created a sub entity called BlastSMS. Within the sub entity, we have a field for manually typing the message text.
Then we have a field to get the phone number from the parent entity, as seen in the screenshot. Then we use automated actions > add record to sub entity to add new records to the sub entity. The button for the automated actions is located in the parent entity. By checking the box next to the clients we wish to send a message to, and then pressing send blast sms, the automated action is supposed to add a new record to the sub entity with their phone number and manually typed message text. Then clicksend sends the messages as they are added to the sub-entity.
The problem were having now is, since the new update, fieldtype "Value from Parent Entity" is no longer supported in automated actions, so there is no way to get the phone numbers from the selected clients.
TLDR: Please re-add support for fieldtype "Value from Parent Entity" to automated actions.
- support
- Site Admin
- Posts: 6231
- Joined: 19 Oct 2014, 18:22
- Name: Sergey Kharchishin
- Location: Russia, Evpatoriya
Re: Automate Actions - Value From Parent Entity
Value From Parent Entity never was included in process form because this is dynamic field. If you need copy value from parent to nested you can do it as in screenshot bellow.
So phone number in nested entity should be input filed and then you can copy value from other input field, just enter field id in input field.
So phone number in nested entity should be input filed and then you can copy value from other input field, just enter field id in input field.