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  1. CiviCRM
  2. CRM-14634

Activity search results action: 'Create Followup Activity for Contacts'

    Details

    • Type: Improvement
    • Status: Won't Do
    • Priority: Minor
    • Resolution: Won't Do
    • Affects Version/s: 4.4.5
    • Fix Version/s: Unscheduled
    • Component/s: Core CiviCRM
    • Labels:
      None
    • Versioning Impact:
      Patch (backwards-compatible bug fixes)
    • Documentation Required?:
      User and Admin Doc
    • Funding Source:
      Needs Funding

      Description

      Create new Activity search results action: 'Create Followup Activity for Contacts'.

      When some Activities are selected, the action is selected, and Go is clicked, validate that the user has permission to create activities. If the user does not have sufficient permission, display 'You do not have permission to create Activities.'

      Validate if some of the search results have a Follow-up Activity already set; if so, display 'x of the y selected Activities cannot have a Follow-up Activity added since they already have one.' If x < y, prompt 'Would you like to create follow-up activities for x of the y selected Activities that do not yet have Follow-up Activities?' If no, return to the search results; if yes, proceed to normal action form.

      If the contact has permission, display a form similar to that for the Contact Search Results action 'Record Activity for Contacts'. Do not include button to 'Swap Target and Assignee Contacts'. Change Assigned To so that there are two options as per the attached image, with the second one having the functionality of the existing form. Make the first option, Assignee(s) of Existing Activity the default. If the first option is chosen the assigned contact(s) of the Activity should replicate those of the original activity that is having a followup activity added. If the second option is selected, follow the code of the prototype form's action.

      If Create a separate activity for each contact is deselected, and Assignee of Existing Activity is selected, assign the activity to all of the assignee(s) of existing activities.

      Create replicates of the tests that exist for the Record Activity for Contacts action.

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            People

            • Assignee:
              pradeep.nayak Pradeep Nayak
              Reporter:
              joemurray Joe Murray
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              Dates

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                Updated:
                Resolved:

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