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[jjdejong]

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[MichelPellegri]

Hello, I have a question concerning phpip.
How could I do to add "Cl. Ref" on a file ?
Thank you for your help !

[jjdejong]

On the actor role header there is an "Edit" button. Click that and add the client reference in the corresponding field.

[clairey69]

Hi,
I'm using outlook for sending emails. I have created a few email templates in phpIP (in txt), but if the text is too long, then the "send" button does not generate any email. I never had any issues with the length of my emails in Outlook. Is there a maximum number of characters for phpIP email's templates ?

Thank you !

[jjdejong]

The functionality generates a mailto: URI that your navigator forwards to your "default email client". The interpretation of the URI depends on your navigator and your email client, which may impose a limit on the URI length, so there is nothing that can be done about it within phpIP. Try using another email client or another navigator (Firefox is what we use for the development). Note that Thunderbird is very "advanced" in interpreting mailto: URIs, since it even accepts email bodies in HTML.

[papoteur-mga]

To complete the answer, I tested the same template of about 5000 characters. It works from Firefox, but not from Chrome. The latter seems to have a limit around 2000 characters, according to this discussion this discussion.

[clairey69]

Thank you both ! I confirm that if I use Firefox the problem disappears :)

[clairey69]

Hi ! Is it possible to search matters by country ? Thank you !

[jjdejong]

Sure, either add country=CC to the URL as a parameter (preceded by ? if it's the only parameter or by & otherwise) or type %CC in the Ref filter field (% is the wild character).

[clairey69]

thank you, it works like a charm !

[iplaw67]

This might have already been discussed, but is there any function or tool within the phpIP UI that allows you to import data from a spreadsheet or CSV file, or does that have to be handled directly via inserts into the corresponding table on the mysql server ?

[iplaw67]

In a similar vein, is there a backup or export tool within the phpIP UI or would I need to do a mysql dump ?

[papoteur-mga]

The answer is "no" for both questions.
The import has to be managed by direct work in database.
All data are stored in the database, thus a mysql dump will be OK.

[iplaw67]

Thanks !

[jjdejong]

In a similar vein, is there a backup or export tool within the phpIP UI or would I need to do a mysql dump ?

There is an export tool in the UI (Matters -> All, "Export" button), but limited to barely more than the displayed data - useful for creating portfolio statuses for clients.

[clairey69]

Hello,
I'd like to add the Client's address in an email template. I have tried {{ $matter->actors->where('role_code', 'CLI')->pluck('address')->join(', ') }} but it doesn't seem to work.
Can you please help ?
Thank you !

[jjdejong]

$matter->actors->where('role_code', 'CLI')->first()->actor->address
We use first()because there should only be one client (your syntax assumes there can be multiple clients).
But there is a specific property for the (single) client:
$matter->client->actor->address

[clairey69]

thank you !!

[clairey69]

Hi,
I just found the "recurring" checkbox in rule informations :

What does it do ? Can I use it to generate the same task every 3 years for example ?
Thanks !

[jjdejong]

The name is misleading, because it was initially intended for another purpose that could not be implemented. The fields of all tables are described in the Table Structure Wiki.

[clairey69]

would it be possible to implement recurring tasks ? or did you encounter technical issues ? Because that would be extremely useful for trademarks.

[jjdejong]

The purpose was for trademark renewals or any other multi-annual tasks. There is a technical barrier in MySQL for the part "when the current task is closed, the next one is calculated" - MySQL triggers cannot modify the same table they are run from. A similar functionality could be developed outside MySQL, but it would break the consistency with the other functions and make the code difficult to maintain, so I didn't get around to it.

An alternative is to create a workflow, where you enter a "Renewal Paid" event that clears the current renewal and triggers the next, i.e. you set a first rule that is triggered by the "Renewal Paid" event and clears the pending renewal, and you set a second rule also triggered by the "Renewal Paid" event, that creates the next renewal task.

[clairey69]

many thanks for the detailed answer ! I will try creating a workflow and see if it works.

[clairey69]

Hello !
When I go to "email templates", they are displayed alphabetically. But when I send an email from a matter, the list of templates are displayed by date of creation (which means they are all mixed up). Would it be possible to set an alphabetical order when we want to send an email ?
Thank you !

[papoteur-mga]

Hi Claire,
Do you mean by this way, the button at right?

[clairey69]

yes !

[jjdejong]

I created an issue #133.

[papoteur-mga]

@clairey69 I invite you to see the last alinea of this: https://github.com/jjdejong/phpip/wiki/Templates-(email-and-documents)#classes

You can organize your email templates by classes, then link these classes to events or tasks. The advantage is that the email can then be populated with dates coming from said event field or task field. Furthermore, the choice will be presented with only pertinent templates.