We have a business need in CRM that requires us to build our own Workflow engine using Plugins. This custom workflow engine will be creating new Activity records based on Rules.
For instance, if a prospect has filled out one of our forms, but has not contacted a Salesperson, then we need to send an email after 10 days. If this prospect contacts a Salesperson during that 10 day period, then the email activity needs to be canceled. This is the reason OTB Workflows will not work.
Now, comes our issue, we need help solving:
Depending on the particular form they filled out on our website, there is a email template used. OTB CRM will not allow us to add a custom field of "Email Template" to our custom Rules form.
We need something like this:
Name: 10 Day Email Follow-up from Web Lead
Sales Office: Tampa
Event Type (What triggers this Rule): Website Visit
Follow-up Type (The activity to be generated): Email
# Days (Wait time to create activity): 10
Email Template: Tampa Web Lead Request
By what other means can I tell the plugin that based on these conditions, use this Email Template? We cannot hardcode this information, because Marketing needs the ability to change the template at will.
