Details
Description
Implement an interface for creating new cases and changing case type/status, which would be the CiviCase "version" of the Activity edit form template.
Also set/create the form handling structure which would be followed by other activity types.
The interface would require -
- Case Type
- Subject
Form actions -
- If no contact ID is passed, replace the "Client" (e.g. "With Contact") field with a "New Client" fieldset (profile driven or hard-coded set of contact fields, e.g. First, Last, Email, Phone).
- Inject custom fields if any are configured for the selected activity type
Post Process
- Create new contact record (for "no contact ID" condition)
- Create new case record - set start_date, subject, case_type, status_id
- Create activity record
- Create case_activity record
- Create relationships as configured for the case type
- Create auto-populated activities as configured for the case type ("standard timeline activity set")
For detailed spec on changing case type/status follow the doc - http://wiki.civicrm.org/confluence/display/CRM/CiviCase+-+Metadata+and+Configuration