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Many workflows in CiviCRM are based on a search query, e.g. "search for all contacts for whom a certain condition is met and send them an email". But sometimes the actions are more complex: If you want to send an email that contains a personalized PDF attachment, and if, at the same time, you want to make a specific entry in a user-defined field in the contacts, this is only possible in a very cumbersome way and with a high risk of operating errors. The SearchActionDesigner though makes it possible to execute several actions at once in one search action. Freely defined as a no-code solution.
Detlev Sieber and Peter Reck present an example of what they have done with SearchActionDesigner. Jaap Jansma, the original developer of the extension, presents the background of the extension. And will explain on how you can contribute towards this extension.
Presenters: Detlev Sieber (civiservice.de), Peter Reck (Stiftung Pfadfinden), Jaap Jansma (CiviCooP)
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