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  1. CiviCRM
  2. CRM-3777

Schedule follow-up activity when adding or editing an activity AND provide link to "Prompted by" activity when viewing a follow-up activity


    • 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:


      Give users the ability to schedule a follow-up activity while they are adding or editing an activity record.

      NOTE: This feature is desirable for both Case activities and "core" activities. However, depending on decisions about integrating the code for core and case activities - it may be available only for activities in a case in the 2.2 release.

      1. New fieldset added at the bottom of the Activity form. Fieldset should be collapsed by default. Legend / fieldset title = "Schedule Follow-up"

      2. Fieldset has 2 fields contained in a sentence:

      "Schedule Follow-up <$select_activity-type> in [ $interval ] <$interval_unit>."

      • $select_activity_type is a jQuery autocomplete select which allows user to select any valid activity type for the given Case Type. This should be the same field / behavior as the "New Activity" field in View Case EXCEPT that we set a default activity type = activity type of currently viewed activity. (For "core" activities - the selection set for this field is ANY "core" activity type).
      • $interval is a text field
      • $interval_unit provides options: day(s), week(s), month(s), year(s) - default value is day(s).

      3. Form Validation

      • if an activity type is selected then interval is required, and interval_unit is required
      • If interval is not empty, it must be an integer value and activity type and interval_unit are required

      4. Post Process:
      If "schedule follow-up" fields are present in params, after insert / update operation for the "main" activity:

      • Retrieve civicrm_activity.id of newly inserted "main" activity record - this will be the parent_id for the follow-up
      • Insert follow-up activity record with the following values:
      • activity_type = the selected follow-up activity type
      • parent_id = id of the "main" activity record
      • status = "Scheduled"
      • due_date = calculated from now() based on interval and interval_unit, set timestamp part to current time
      • is_auto = 0

      5. Provide link back to parent activity when viewing a follow-up activity

      • Modify ActivityView to check if parent_id is NOT NULL
      • If NOT NULL, assign $parentURL to template - this should be a link to view the "parent" activity. (ActivityView.tpl already has logic to display this link if it's got a value).

      "Prompted by..."




            • Assignee:
              sunil Sunil Pawar
              dgg David Greenberg
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