CRM-3014 Add user interface to allow activities to connect to multiple contacts

    Details

    • Type: Improvement
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: 2.0
    • Fix Version/s: 2.1
    • Component/s: Core CiviCRM
    • Labels:
      None

      Description

      HRD requirement: Possibility of attaching case and activity to multiple 'Regarding' and 'To' fields

      We need user interface to be able to pick multiple activity_targets and activity_assignments to single activity record. That would probably be done best using some Ajax widget.

      Original issue:

      http://forum.civicrm.org/index.php/topic,2933.0.html

      CiviCRM provides capability to to assign multiple target contacts to a single activity, but the UI doesn't provide the option.

      Issue opened to track work commenced during CiviCRM Bootcamp Melbourne

        Attachments

          Activity

          [CRM-3014] Add user interface to allow activities to connect to multiple contacts
          David Greenberg added a comment -

          Testing this w/ r16218 - found a few issues:

          • View Activity - you get a Javascript alert - "Request to hide() function failed. Undefined element id = assignee_contact_1_show"
          • "With Contact" field value is being modified by postProcess from some contact (e.g. Zope or ...) to MY logged in user's contact record when I re-edit an existing Activity.
          • "With Contact" field should not be frozen for any case - let folks edit it. It should still DEFAULT to the contact being viewed if New Activity is accessed from contact/view Activities tab.
          Kurund Jalmi added a comment -

          assigning for verification

          David Greenberg added a comment -

          Found the following issues (testing on r16251)

          Custom Fields for Activity :

          • Values are not being saved to the civicrm_value_* table. To recreate:
          • Create new Activity Type
          • Create a custom data group extended that Activity Type
          • Add a custom field - Data type = Integer, HTML type = Text
          • Create a new activity of that type and enter a value in your custom field
            The value is not saved to the newly created table.

          Activity Selector:

          • Added by, With and Assigned To columns should be LINKS to the contact record (as in 2.0 and prior)
          • For multiple With or Assigned To contacts - we show only the first contact in the selector which is fine - but we should let the user know that there are multiple contacts in that "role" by adding ... after the first contact name.
          Kurund Jalmi added a comment -

          we're not distinguishing single from multiple contact on the selector for now to avoid additional query overhead.

          David Greenberg added a comment -

          Update of custom field data not working under some conditions. To recreate - follow these exact steps:

          • Create new Activity Type
          • Create a custom data group extended that Activity Type
          • Add a custom field - Data type = Alphanumeric, HTML type = Radio
            -+ enter two multiple choice options: Yes (value = YesY), No (value = NoN)
          • Create a new activity of that type and mark radio = Yes
          • Edit same activity and mark radio = No

          The value "NoN" is not saved - it is still "YesY"

          NOTE: The behavior on this is a bit erratic. It seems like if I add a second custom field (type = Text) to the custom data group and then Update my Activity record - then the "NoN" radio value DOES save properly. Although on my second test of this case - it only worked on the second try ???

          Donald A. Lobo added a comment -

          Can u do a bit of QA since u know the various cases

          David Greenberg added a comment -

          r18982. Verified previously reported bugs. Tested "Record Activities" (batch) from Find Contacts as well as singleton and standalone modes with custom activities and custom field.

            People

            • Assignee:
              David Greenberg
              Reporter:
              Chris Burgess

              Dates

              • Created:
                Updated:
                Resolved:

                Time Tracking

                Estimated:
                Original Estimate - 2 days, 4 hours
                2d 4h
                Remaining:
                Remaining Estimate - 2 days, 4 hours
                2d 4h
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