Details
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Type:
Improvement
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Status: Done/Fixed
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Priority:
Major
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Resolution: Fixed/Completed
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Affects Version/s: 2.1
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Fix Version/s: 2.1
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Component/s: Core CiviCRM
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Labels:None
Description
Rationale
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As of 2.0, the Activity Search element returns the "target" (e.g. "with ...") contact for matching activities. This is consistent with 1.9 and earlier behavior (which searched on Activity History). However users should also be able to find the Assigned OR the Source (create by) contacts for activities. Users should also be able to specify activity status as a criteria, and search on Subject.
Implementation
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1. Add checkboxes or radio buttons to the Activity search pane allowing to select activity "role". Checkboxes are preferred - so users can select more than one. However, if this complicates the query too much, a radio button is sufficient. By default, "With" is checked.
[ ] With [ ] Created by [ ] Assigned to
2. Add checkboxes for each available status (eg. Scheduled, Completed ...). By default, Scheduled and Completed are checked.
3. Add text field to specify Subject to search on. Subject string should be wild-carded at the back-end ($subject . %).
4. Add checkbox [ ] Find Test Activities
This should also fix a bug which is present in 2.0 - where we currently return TEST and Non-TEST activities in the query. We should only return activities where is_test = 0 UNLESS the "Find Test Activities" checkbox is checked. Then we should ONLY select activities where is_test = 1.