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  1. CiviCRM
  2. CRM-3719

CiviCase - New/Open Case + Change Case Type/Status: Activity type actions

    Details

    • Type: New Feature
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: 2.2.0
    • Fix Version/s: 2.2.0
    • Component/s: CiviCase
    • Labels:
      None

      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

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            People

            • Assignee:
              sunil Sunil Pawar
              Reporter:
              deepak Deepak Srivastava
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