Details
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Type:
Improvement
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Status: Done/Fixed
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Priority:
Trivial
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Resolution: Fixed/Completed
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Affects Version/s: 4.7.25
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Fix Version/s: 4.7.30
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Component/s: CiviCase
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Versioning Impact:Minor (add functionality in backwards-compatible manner)
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Documentation Required?:User and Admin Doc
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Funding Source:Contributed Code
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Verified?:No
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Overview:For greater flexibility in cases, we want to make a change to CiviCase so that the first activity “Open Case” is no longer required for the standard timeline.
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How it works currently:Currently in the standard case timeline, the first activity "Open Case” is always required, as it cannot be moved, edited or deleted.
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How it should work:
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Acceptance Criteria:
Description
For greater flexibility in cases, we want to make a change to CiviCase so that the first activity “Open Case” is no longer required for the standard timeline. Basically, there are workflows that you may want to create where the concept of “opening the case” is not relevant - e.g. prospecting or onboarding a new staff member. Given that we store the case start date in any case on the case record itself we would like to make it an optional activity.
So, currently in the standard case timeline, the first activity "Open Case” is always required. We want to change this by making it like any other extra timelines.
A/C:
- The "Open Case” is not required and it should be deletable and adjustable like any other activity types
- This should not impact how the rest of case functionality works at the moment
- People should also be able to choose case start date as the reference for offset
