Uploaded image for project: 'CiviCRM'
  1. CiviCRM
  2. CRM-3768

CiviCase : Move-to-trash feature for Cases and Activities

    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

      According to our Case Mgmt domain experts (PHP-BC), users should NOT be able to physically delete cases OR delete activiites from cases. Replace existing record-delete behavior for these 2 record types as follows:

      1. Add an is_deleted column to civicrm_activity and civicrm_case (tinyint default 0) with index

      2. Modify Case Dashboard, Find Cases and Case >> Tab.php to exclude cases where is_deleted = 1

      3. Add a search criteria field to Find Cases search conditionally - the field is only displayed for users with "administer CiviCRM" permission:

      • [ ] Deleted Cases
        When checked, search query logic is switched to exclude cases where is_deleted = 0

      4. Modify Activity query in Case Dashboard, Find Cases, and View Case pages to exclude activities where is_deleted = 1

      5. Add search criteria to View Cases >> Activities search conditionally - the field is only displayed for users with "administer CiviCRM" permission:

      • [ ] Deleted Activities
        When checked, search query logic is switched to exclude activities where is_deleted = 0

        Attachments

          Activity

            People

            • Assignee:
              sunil Sunil Pawar
              Reporter:
              dgg David Greenberg
            • Votes:
              0 Vote for this issue
              Watchers:
              0 Start watching this issue

              Dates

              • Created:
                Updated:
                Resolved:

                Time Tracking

                Estimated:
                Original Estimate - Not Specified
                Not Specified
                Remaining:
                Remaining Estimate - Not Specified
                Not Specified
                Logged:
                Time Spent - 2 days, 7 hours
                2d 7h