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  1. CiviCRM
  2. CRM-13382

Make 'Mailings' searches more comprehensive

    Details

    • Type: Improvement
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: 4.4.0
    • Fix Version/s: 4.4.0
    • Component/s: CiviMail, NYSS
    • Labels:
      None
    • Funding Source:
      Core Team Contract

      Description

      Standardize Mailing search so that all 3 'shortcut' URLs provide a consistent interface. Users can adjust default search filters once they've landed on the search page.

      • Include Mailing Status checkboxes set for all 3 URLs (Draft / Unsched; Scheduled / Sent; Archived).
      • Add status of "Draft / Unscheduled" to the checkbox set
      • Remove "All Statuses" option from the checkbox set
      • Add new search filter for "Mailing is Archived" [ ] Yes [ ] No (clear)
      • Set defaults for Mailing Status and 'is_archived' filter appropriately for each of the 3 shortcut URLs
      • Change search page title to "Find Mailings" for all URL variations (this makes sense since the user can change the filters once they get to the form).
      • Prevent users from selecting invalid search filter combinations, e.g. Status = Unscheduled, Archived = TRUE. One approach for this is to uncheck / make read-only any statuses that aren't valid for the selected Archived option using jQuery.

      ==== Original Post =====
      On the Mailings pages (Find Mailings, Draft & Unscheduled, Scheduled & Sent, Archived), the 'search' function doesn't work as I'd expect it to. I know it's broken ( http://issues.civicrm.org/jira/browse/CRM-13380 ), but even when it was working, it didn't make a lot of sense to me.

      I'd assume that by deselecting all of the mailing statuses, I should be able to find unscheduled, draft, and canceled mailings. A different solution would be to have options for all statuses, including Canceled, and adding an All option, which would search for all/any statuses, overriding any other selections.

      I would expect the search section to search independently of whatever page is currently displayed; whether I'm on the Draft & Unscheduled page, or the Scheduled & Sent page, etc., I should be able to run a search for any/all statuses (including archived mailings).

      Archived Mailings may have a status of Canceled or Complete, but when you run a search from that page, you can only find Complete. If we display Canceled mailings, we should be able to search for & find them.

      nyss link : http://dev.nysenate.gov/issues/5391

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            • Assignee:
              lcdweb Brian Shaughnessy
              Reporter:
              pratik.joshi Pratik Joshi
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