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  1. CiviCRM
  2. CRM-3779

Add a Timeline (a set of scheduled activities) to a case

    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

      Summary
      ========
      Provide users with a way to add pre-configured sets of scheduled activities to an existing case.

      Implementation
      ============
      1. New field in Case View form - "Add Timeline" (timeline_id). Select field uses same options as the report_id field ($reports array)
      (I've add this field to form class and tpl already)

      2. The button needs on onclick function that does the following:

      • check than a non-null option is selected
      • give Jscript confirm (the text for this is already in the tpl)
      • redirect to the URL which will do the processing (see next section)

      3. Processing rules
      NOTE: Modify the existing function used by Open Case and Change Case Type to populate the "standard timeline" activity set - such that it can do this "variation"

      • Insert an activity record for each activity in the selected activity set EXCEPT if it would violate the max_instances rule for that activity type
      • Due dates are set using reference_offset days - added to now(), timestamp part is current time
      • Status set to Scheduled for all inserted records
      • Set is_auto = 1

      After inserts, reload Case View form with status message : "$activitySet activities have been added to the schedule for this case."

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          Activity

            People

            • Assignee:
              sunil Sunil Pawar
              Reporter:
              dgg David Greenberg
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              Dates

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                Resolved:

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