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How to extract and populate email address field in an entity RRS feed

  • Question

  • We created a new Email Porlet entity to store the email type and email address of selected contacts. Contacts are classified to different types(Plan Sponsor, Trustee etc), contact entity has contact type field and email field. Below are the conditions that must be true for the email address in the E-mail field and contact type value in contact type field to be pulled into the email portlet(email address field and email type field respectively). Even if the E-mail field doesn’t contain an address, if the conditions are met the system should attempt to obtain the address. BPM will determine when and if an email address applies to the electronic signature delivery method.

    Conditions to make email available #1 Plan Sponsor >Primary Contact Type (customertypecode) equals Plan Sponsor >Sponsor/Plan Administrator box is checked RESULT: Pull email from E-mail field (emailaddress1)

    #2 Trustee >Primary Contact Type equals Trustee or Plan Sponsor >Trustee box is checked RESULT: Pull email from E-mail field (emailaddress1)

    #3Other Plan Administrator >Primary Contact Type is populated with a contact type >Other Plan Administrator box is checked RESULT: Pull email from E-mail field (emailaddress1)

    Any ideas how can we achieve this function?

    Thank you very much


    

    Sunday, January 5, 2014 6:31 AM

Answers

  • Hi,

    I understand that there is a new entity that has 1:N relationship to contact, and you want to populate some fields based on some conditions. If you want to populate a field on the parent entity then the built-in workflow would help you. If you want to populate child fields from the parent you could use distribute workflow for that. Only in complicated cases that you have not access to some data to check, I recommend you to use the plugins.

    Sunday, January 5, 2014 9:17 AM
    Moderator

All replies

  • Hi,

    You can write a plugin, have it triggered by events of you liking to pull data into the custom entity based on said logic.


    Ronald

    Sunday, January 5, 2014 9:02 AM
  • Hi,

    I understand that there is a new entity that has 1:N relationship to contact, and you want to populate some fields based on some conditions. If you want to populate a field on the parent entity then the built-in workflow would help you. If you want to populate child fields from the parent you could use distribute workflow for that. Only in complicated cases that you have not access to some data to check, I recommend you to use the plugins.

    Sunday, January 5, 2014 9:17 AM
    Moderator