Commented out unnecessary diagnostics for emails being sent.

ClientEmail.txt

@@ -1,13 +1,16 @@
-Subject: AutoReply: {$Ticket->Subject}
+From: Davis Method <test-queue@davismethod.com>
+Subject: {$Ticket->Subject}
 Content-Type: text/html
+<p>Hello from Davis,</p>
 
-<p>Thankyou for your interest in the Davis Method. We have received your message and will aim to get back to you within 2 working days. There is no need to reply to this message right now.  Your interest has been
+<p>Your form was submitted with ID #{$Ticket->id}.</p>
-assigned an ID of <b>{$Ticket->SubjectTag}</b>.</p>
 
-<p>Should you wish to contact us relating to this then please include the string <b>{$Ticket->SubjectTag}</b>
+<p>Thank you so much for reaching out to a Davis Facilitator and expressing interest in a Davis program.</p>
-in the subject line of all future correspondence about this case.</p>
 
-<p>Best regards</p>
+<p>Your inquiry is important to us, and a member of our team will get back to you within 3 business days. In the meantime, feel free to explore our website for more information. Of particular interest may be our section on <a href='https://davismethod.com/search-solutions/'>Davis Solutions</a>.</p>
 
-<p>....</p>
+<p>We look forward to connecting with you soon.</p>
+
+<p>Warmest regards,<br>
+Davis Team</p>
 

FacilitatorEmail.txt

@@ -1,14 +1,12 @@
-Subject: AutoReply: {$Ticket->Subject}
+From: Davis Method <test-queue@davismethod.com>
+Subject: Davis Method Facilitator Enquiry
 Content-Type: text/html
 
-<p>A person has expressed interest in the Davis Method.<p>
+<p>Congratulations! You have received a referral from the Davis Facilitator Directory. You can view it by visiting  <a href="https://support.davismethod.com/form?id={$Ticket->id}&email={$Ticket->FirstCustomFieldValue('Facilitator Email')}&uuid={$Ticket->FirstCustomFieldValue('uuid')}">this link</a>.</p>
 
-<p>They have provided the following information:</p>
+<p>If you have any issues clicking on the link above, please copy and paste the following link into your browser https://support.davismethod.com/form?id={$Ticket->id}&email={$Ticket->FirstCustomFieldValue('Facilitator Email')}&uuid={$Ticket->FirstCustomFieldValue('uuid')}</p>
-<pre>
-{$Info}
-</pre>
 
-<p>If you are interested in this client, then please confirm your interest in this client in the next 48 hours by going to https://support.davismethod.com/form?{$uniqueID} <p>
+<p>Please accept or reject the lead in the next 48 hours. If we do not hear from you, the referral will be reassigned.</p>
 
 <p>The Davis Team</p>
 

FacilitatorFullEmail.txt

@@ -0,0 +1,17 @@
+From: Davis Method <test-queue@davismethod.com>
+Subject: Davis Method Inquiry
+Content-Type: text/html
+
+<p>Below are the full details of the lead. Unless you have other arrangements with your Hub, please follow up with this contact below from <b>your davismethod.com email address</b> as soon as possible (within 24 hours is ideal).</p>
+
+<p>Form details:</p>
+
+{$Ticket->FirstCustomFieldValue('Redacted Form Details')}
+{$Ticket->FirstCustomFieldValue('Form Details')}
+
+<p>We hope that this will turn into a successful program!</p>
+
+<br>
+<p>Warm Regards,</p>
+<p>The Davis Team</p>
+

Scrip21.txt

@@ -35,7 +35,7 @@ my ( @To, @PseudoTo, @Cc, @Bcc );
 my $arg ='Owner,Requestor,AdminCc,Cc';
 ##Requestor
 #push @To, $ticket->Requestors->MemberEmailAddresses;
-push @To, $ticket->FirstCustomFieldValue('Client Email');
+push @To, $ticket->FirstCustomFieldValue('Inquirer Email');
 
 my $creator = "Davis Admin";
 @{ $self->{'To'} }  = @To;
@@ -54,7 +54,7 @@ my $queue = $ticket->FirstCustomFieldValue('Hub Queue');
 
 #$ticket->Comment(Content => 'Script #21 - sending email to requestor');
 #$ticket->Comment(Content => 'Status is: '.$self->TicketObj->Status());
-$ticket->Comment(Content => 'AUTO: Email sent to requestor is: '.$ticket->FirstCustomFieldValue('Client Email'));
+$ticket->Comment(Content => 'AUTO: Email sent to requestor is: '.$ticket->FirstCustomFieldValue('Inquirer Email'));
 # $ticket->Comment(Content => 'To is: '.@{ $self->{'To'} });
 
 #Now change Queue

Scrip22.txt

@@ -0,0 +1,86 @@
+# On create:
+# - Sent email to requestor
+# - Check queue, and transfer to new queue if required
+
+# Custom condition:
+
+my $txn = $self->TransactionObj;
+my $type = $txn->Type;
+my $ticket = $self->TicketObj;
+if ($ticket->Status() eq "Redacted Facilitator Email Sent") {
+    return 0;
+}
+return 0 unless $type eq "Status" || ( $type eq 'Set' && $txn->Field eq 'Status'); 
+return 0 unless $txn->OldValue eq "new";
+return 0 unless $txn->NewValue eq "Hub Not Assigned";
+# To test by triggering change of status (Condition ^ above!)
+
+#Only act in test-queue (safety for testing)
+return 0 unless $ticket->QueueObj->Name eq "test-queue";
+#Only act on creation
+#return 0 unless $txn->Type eq "Create";
+# ONLY run script if current status is "Hub Not Assigned"
+if ($ticket->Status() eq "Hub Not Assigned") {
+    return 1;
+}
+return 0;
+
+
+# Custom action preparation code:
+require RT::Action::SendEmail;
+use strict;
+use vars qw/@ISA/;
+@ISA = qw(RT::Action::SendEmail);
+
+#STOP RACE CONDITION!
+if ($self->TicketObj->Status() ne "Hub Not Assigned") {
+    if ($self->TicketObj->Status() ne "Re-send Facilitator Email") {
+        return 0;
+    }
+}
+
+$self->SetRecipients();
+$self->SUPER::Prepare();
+$self->SUPER::Commit();
+sub SetRecipients {
+my $self = shift;
+my $ticket = $self->TicketObj;
+my ( @To, @PseudoTo, @Cc, @Bcc );
+my $arg ='Owner,Requestor,AdminCc,Cc';
+##Requestor
+#push @To, $ticket->Requestors->MemberEmailAddresses;
+push @To, $ticket->FirstCustomFieldValue('Facilitator Email');
+
+my $creator = "Davis Admin";
+@{ $self->{'To'} }  = @To;
+
+}
+
+1;
+
+
+# Custom action commit code:
+#Move to Redacted Facilitator email sent.
+
+my $ticket = $self->TicketObj;
+my $facilitator = $ticket->FirstCustomFieldValue('Facilitator Email');
+
+if ($ticket->FirstCustomFieldValue('Facilitator Email') eq '') {
+    return 0;
+}
+
+#if ($ticket->Status() ne "new") {
+#    return 1;
+#}
+
+#$ticket->Comment(Content => 'Script #22 - sending email to facilitator');
+#$ticket->Comment(Content => 'Status is: '.$self->TicketObj->Status());
+
+$ticket->Comment(Content => 'AUTO: Email sent. Facilitator is: '.$ticket->FirstCustomFieldValue('Facilitator Email'));
+
+$ticket->Comment(Content => 'AUTO: Changing status to "Redacted Facilitator Email Sent"');
+my ($status, $msg) = $ticket->SetStatus('Redacted Facilitator Email Sent');
+
+return 1;
+
+

Scrip24.txt

@@ -0,0 +1,74 @@
+# On client accepted:
+# - Sent full detail email to facilitator
+
+# Custom condition:
+
+my $txn = $self->TransactionObj;
+my $type = $txn->Type;
+my $ticket = $self->TicketObj;
+
+return 0 unless $type eq "Status" || ( $type eq 'Set' && $txn->Field eq 'Status'); 
+#return 0 unless $txn->OldValue eq "new";
+#return 0 unless $txn->NewValue eq "Hub Not Assigned";
+# To test by triggering change of status (Condition ^ above!)
+
+#Only act in test-queue (safety for testing)
+return 0 unless $ticket->QueueObj->Name eq "test-queue";
+
+# ONLY run script if current status is "Facilitator Accepted"
+if ($ticket->Status() eq "Facilitator Accepted") {
+    return 1;
+}
+return 0;
+
+
+# Custom action preparation code:
+require RT::Action::SendEmail;
+use strict;
+use vars qw/@ISA/;
+@ISA = qw(RT::Action::SendEmail);
+
+#STOP RACE CONDITION!
+if ($self->TicketObj->Status() ne "Facilitator Accepted") {
+        return 0;
+}
+
+$self->SetRecipients();
+$self->SUPER::Prepare();
+$self->SUPER::Commit();
+sub SetRecipients {
+my $self = shift;
+my $ticket = $self->TicketObj;
+my ( @To, @PseudoTo, @Cc, @Bcc );
+my $arg ='Owner,Requestor,AdminCc,Cc';
+##Requestor
+#push @To, $ticket->Requestors->MemberEmailAddresses;
+push @To, $ticket->FirstCustomFieldValue('Facilitator Email');
+
+my $creator = "Davis Admin";
+@{ $self->{'To'} }  = @To;
+
+}
+
+1;
+
+
+# Custom action commit code:
+
+#Move to Full Facilitator Email Sent and detailed email sent.
+
+my $ticket = $self->TicketObj;
+my $facilitator = $ticket->FirstCustomFieldValue('Facilitator Email');
+
+if ($ticket->FirstCustomFieldValue('Facilitator Email') eq '') {
+    return 0;
+}
+
+$ticket->Comment(Content => 'AUTO: Email with all details sent. Facilitator is: '.$ticket->FirstCustomFieldValue('Facilitator Email'));
+
+$ticket->Comment(Content => 'AUTO: Changing status to "Full Facilitator Email Sent"');
+my ($status, $msg) = $ticket->SetStatus('Full Facilitator Email Sent');
+
+return 1;
+
+

Scrip25.txt

@@ -0,0 +1,74 @@
+#Check and change queue as required
+
+# On create
+# User Defined
+
+my $txn = $self->TransactionObj;
+my $type = $txn->Type;
+my $ticket = $self->TicketObj;
+
+if ($ticket->Status() ne "New") {
+    return 0;
+}
+
+return 1;
+
+
+# Custom action
+
+return 1;
+
+# Commit:
+
+my $ticket = $self->TicketObj;
+my $queue = $ticket->FirstCustomFieldValue('Hub Queue');
+
+#if ($ticket->Status() ne "new") {
+#    return 1;
+#}
+
+
+#This potentially means that the email is spam if it's missing, so we could potentially move it somewhere else?
+if ($ticket->FirstCustomFieldValue('Inquirer Email') eq '') {
+    return 0;
+}
+
+$ticket->Comment(Content => 'AUTO: Scrip #25New ticket. Current queue is: '.$ticket->QueueObj->Name.'. Required queue is: '.$queue);
+
+#Now change Queue
+#Get current queue?: 
+if (($queue eq $ticket->QueueObj->Name) || ($queue eq "")) { 
+    $ticket->Comment(Content => 'AUTO: Scrip #25 Leaving in current queue');
+    my ($status, $msg) =$ticket->SetStatus('Inquirer Autoresponse Sent');
+
+} else {
+     my ($status, $msg) = $ticket->SetQueue( $queue);
+     if ($status == 0) {
+            $ticket->Comment(Content => 'AUTO: Scrip #25 Error changing queue to: '.$queue.'  -  '.$msg);
+    } else {
+            $ticket->Comment(Content => 'AUTO: Scrip #25 Changing queue to: '.$queue);
+            my ($status, $msg) =$ticket->SetStatus('Inquirer Autoresponse Sent');
+    }
+}
+
+# Check and assign Queue Managers =======
+my $groupname;
+if (( $ticket->QueueObj->Name) eq "Contact Facilitator") { 
+    $groupname="Inquiries - Contact Facilitator";
+} elsif (( $ticket->QueueObj->Name) eq "Contact North America") { 
+    $groupname="Inquiries - Hub North America";
+} else { 
+    $groupname="Inquiries - Test";
+}
+
+my $groupObj = RT::Group->new($RT::SystemUser);
+$groupObj->LoadUserDefinedGroup($groupname);
+return undef unless $groupObj;
+
+my $role = RT::CustomRole->new( $self->CurrentUser );
+$role->Load( "Queue Managers" );
+
+my ($success, $msg) = $self->TicketObj->AddWatcher( Type => $role->GroupType, PrincipalId => $groupObj->Id );
+
+return 1;
+

Scrip26.txt

@@ -0,0 +1,68 @@
+#Enhanced send equirer email:
+
+
+
+
+
+#Custom condition:
+# This script first checks if the inquirer has already been messaged
+# Then assembles email
+# Sends email
+# Sets flag that inquirer has already been messaged.
+
+my $txn = $self->TransactionObj;
+my $type = $txn->Type;
+return 0 unless $self->TicketObj->FirstCustomFieldValue('Inquirer Auto-Response Sent') ne 'Yes';
+
+return 0 unless $type eq "Status" || ( $type eq 'Set' && $txn->Field eq 'Status');
+return 0 unless $self->TicketObj->Status eq "Inquirer Autoresponse Sent";
+return 1;
+
+
+# Custom Action Preparation Code:
+
+require RT::Action::SendEmail;
+use strict;
+use vars qw/@ISA/;
+@ISA = qw(RT::Action::SendEmail);
+$self->SetRecipients();
+
+$self->SUPER::Prepare();
+$self->SUPER::Commit();
+
+sub SetRecipients {
+my $self = shift;
+my $ticket = $self->TicketObj;
+my ( @To, @PseudoTo, @Cc, @Bcc );
+my $arg ='Owner,Requestor,AdminCc,Cc';
+##Requestor
+#push @To, $ticket->Requestors->MemberEmailAddresses;
+push @To, $ticket->FirstCustomFieldValue('Inquirer Email');
+
+my $creator = "Davis Admin";
+@{ $self->{'To'} }  = @To;
+
+}
+
+my $value_set = $self->TicketObj->AddCustomFieldValue(Field => 'Inquirer Auto-Response Sent',  Value => 'Yes');
+# $self->TicketObj->Comment(Content => 'AUTO Scrip #26 changing sent status:- '.$value_set);
+unless ($value_set) {
+    $RT::Logger->error("Failed to set custom field value for 'Inquirer Auto-Response Sent'");
+    return 0;
+}
+
+$RT::Logger->error($self->TransactionObj->Type);
+$RT::Logger->error($self->TransactionObj->NewValue);
+
+1;
+
+# Custom Commit Code:
+# Now move ticket to next step as required.
+my $ticket = $self->TicketObj;
+$ticket->Comment(Content => 'AUTO Scrip #26 - sent email to inquirer');
+
+ my ($status, $msg) =$ticket->SetStatus('Redacted Facilitator Email Sent');
+
+
+1;
+

Scrip27.txt

@@ -0,0 +1,72 @@
+# Enhanced send facilitator initial email 
+# Custom conditions
+# Custom Email
+# Template - Send Facilitator Email
+
+# Conditions:
+
+# This script first checks for correct status
+# Then assembles email
+# Sends email
+
+my $txn = $self->TransactionObj;
+my $type = $txn->Type;
+
+return 0 unless $type eq "Status" || ( $type eq 'Set' && $txn->Field eq 'Status');
+return 0 unless $self->TicketObj->Status eq "Redacted Facilitator Email Sent";
+return 1;
+
+
+# Custom preparation:
+
+
+require RT::Action::SendEmail;
+use strict;
+use vars qw/@ISA/;
+@ISA = qw(RT::Action::SendEmail);
+
+#STOP RACE CONDITION!
+if ($self->TicketObj->Status() ne "Redacted Facilitator Email Sent") {
+    if ($self->TicketObj->Status() ne "Re-send Facilitator Email") {
+        return 0;
+    }
+}
+
+$self->SetRecipients();
+$self->SUPER::Prepare();
+$self->SUPER::Commit();
+sub SetRecipients {
+my $self = shift;
+my $ticket = $self->TicketObj;
+my ( @To, @PseudoTo, @Cc, @Bcc );
+my $arg ='Owner,Requestor,AdminCc,Cc';
+##Requestor
+#push @To, $ticket->Requestors->MemberEmailAddresses;
+push @To, $ticket->FirstCustomFieldValue('Facilitator Email');
+
+my $creator = "Davis Admin";
+@{ $self->{'To'} }  = @To;
+
+}
+
+1;
+
+
+# Custom Commit
+
+#Move to Redacted Facilitator email sent.
+
+my $ticket = $self->TicketObj;
+my $facilitator = $ticket->FirstCustomFieldValue('Facilitator Email');
+
+if ($ticket->FirstCustomFieldValue('Facilitator Email') eq '') {
+    return 0;
+}
+
+$ticket->Comment(Content => 'AUTO Scrip #27: Email sent. Facilitator is: '.$ticket->FirstCustomFieldValue('Facilitator Email'));
+
+#$ticket->Comment(Content => 'AUTO Scrip #27: Redacted Facilitator Email Sent');
+#my ($status, $msg) = $ticket->SetStatus('Redacted Facilitator Email Sent');
+
+return 1;
+

Scrip28.txt

@@ -0,0 +1,69 @@
+# Enhanced Send Facilitator Unredacted Email
+#
+#
+# Template - Demo Send Facilitators Full Email
+
+# Custom Conditions:
+
+# This script first checks for correct status
+# Then assembles email
+# Sends email
+
+my $txn = $self->TransactionObj;
+my $type = $txn->Type;
+
+return 0 unless $type eq "Status" || ( $type eq 'Set' && $txn->Field eq 'Status');
+return 0 unless $self->TicketObj->Status eq "Facilitator Accepted";
+return 1;
+
+# Custom Preparation
+
+require RT::Action::SendEmail;
+use strict;
+use vars qw/@ISA/;
+@ISA = qw(RT::Action::SendEmail);
+
+#STOP RACE CONDITION!
+if ($self->TicketObj->Status() ne "Facilitator Accepted") {
+        return 0;
+}
+
+$self->SetRecipients();
+$self->SUPER::Prepare();
+$self->SUPER::Commit();
+sub SetRecipients {
+my $self = shift;
+my $ticket = $self->TicketObj;
+my ( @To, @PseudoTo, @Cc, @Bcc );
+my $arg ='Owner,Requestor,AdminCc,Cc';
+##Requestor
+#push @To, $ticket->Requestors->MemberEmailAddresses;
+push @To, $ticket->FirstCustomFieldValue('Facilitator Email');
+
+my $creator = "Davis Admin";
+@{ $self->{'To'} }  = @To;
+
+}
+
+1;
+
+# Custom commit
+
+# Move to Full Facilitator Email Sent and detailed email sent.
+
+my $ticket = $self->TicketObj;
+my $facilitator = $ticket->FirstCustomFieldValue('Facilitator Email');
+
+if ($ticket->FirstCustomFieldValue('Facilitator Email') eq '') {
+    return 0;
+}
+
+$ticket->Comment(Content => 'AUTO Scrip #28: Email with all details sent. Facilitator is: '.$ticket->FirstCustomFieldValue('Facilitator Email'));
+
+$ticket->Comment(Content => 'AUTO Scrip #28: Changing status to "Full Facilitator Email Sent"');
+my ($status, $msg) = $ticket->SetStatus('Full Facilitator Email Sent');
+
+return 1;
+
+
+ 

Scrip29.txt

@@ -0,0 +1,49 @@
+# On receiving email (On correspondence):
+# - Set Action Needed custom flag
+
+# Custom condition:
+
+return 0 unless $self->TransactionObj->Type eq "Correspond";
+return 0 unless $self->TicketObj->FirstCustomFieldValue('Action Needed') ne "Yes";
+
+#$self->TicketObj->Comment(Content => 'AUTO Scrip #29 Setting Action Needed - Condition');
+
+
+
+#return 0 unless $self->TicketObj->Transactions->Last eq 'Email';
+#return 0 unless $self->TicketObj->Transactions->Last->CreatorObj->Privileged;
+
+1;
+
+
+# Custom action preparation code:
+
+1;
+
+
+# Custom action commit code:
+
+#Set custom flag on receiving external email
+
+my $transaction = $self->TransactionObj;
+my $creator_id = $transaction->Creator;
+
+# Get the Ticket object
+my $ticket = $self->TicketObj;
+
+# Retrieve the most recent transaction (action)
+my $last_transaction = $ticket->Transactions->Last;
+
+# Access the description of the last transaction
+my $last_transaction_description = $last_transaction->Description;
+
+if ($last_transaction_description  eq 'Outgoing email recorded by RT_System') {
+   # $self->TicketObj->Comment(Content => 'AUTO Scrip #29 Setting Action Needed - Commit'.$last_transaction_description);
+} else {
+    $self->TicketObj->AddCustomFieldValue(Field => 'Action Needed',  Value => 'Yes');
+}
+
+
+return 1;
+
+