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  1. CiviCRM
  2. CRM-15605 Schedule Reminder improvements
  3. CRM-15536

Scheduled reminders: Clarify "Limit to" and "Also include" UI to prevent user errors


    • Type: Sub-task
    • Status: Done/Fixed
    • Priority: Minor
    • Resolution: Fixed/Completed
    • Affects Version/s: 4.5
    • Fix Version/s: 4.6
    • Component/s: Core CiviCRM
    • Labels:
    • Documentation Required?:
      User and Admin Doc


      1. Add an empty option to the limit_to form field - and have that be the default for new reminders for all entities except Activities. The field is not a required field for Events, Memberships, Contacts - so in those cases the default should be <option value="">- neither -</option>

      2. For all entities except Activities, change the label for that field to 'Limit or Add Recipients'. Hide #recipient select field if limit_to value is empty.

      3. Add form_rule to validate that user has selected > 0 recipients (manual or Group ID), or participant roles if "Limit to" or "Also include" are selected. Form rule error message is:

      "If "Also include" or "Limit to" are selected, you must specify at least one recipient."

      4. Change DB default for limit_to from 1 to NULL (schema and upgrade)


        1. erroneousFormRuleError.PNG
          80 kB
          David Greenberg
        2. LabelChangeMockup.PNG
          65 kB
          David Greenberg
        3. RecipientsFieldMissing.PNG
          55 kB
          David Greenberg
        4. RemoveOR_ifAbsoluteDate.PNG
          18 kB
          David Greenberg
        5. Screen Shot 2014-11-13 at 5.23.14 PM.PNG
          41 kB
          David Greenberg
        6. Screen Shot 2014-11-13 at 5.37.15 PM.PNG
          140 kB
          David Greenberg
        7. wrongHelpIcon.PNG
          81 kB
          David Greenberg

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              • Assignee:
                dgg David Greenberg
                dgg David Greenberg
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