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  1. CiviCRM
  2. CRM-4010

CiviCase - Configure and display Case Resource contacts used for all cases

    Details

    • Type: Improvement
    • Status: Done/Fixed
    • Priority: Minor
    • Resolution: Fixed/Completed
    • Affects Version/s: 2.2.0
    • Fix Version/s: 2.2.0
    • Component/s: CiviCase
    • Labels:
      None

      Description

      Rationale
      =======
      Case management organizations like Physician Health typically have a set of individual and organizational contacts which are potentially "involved" in many (all?) cases. These include helpline / service providers, regulators and other governmental actors. This feature provides a way to flag these contacts and include name, phone and email info / links for them within the case workflow.

      Implementation
      ============
      1. New .xml file (Global.xml? Resources.xml?) to hold Case Resources group title.
      NOTE: Probably fine to support a single element in this file for now. Might want to give it a general name so we can add other component-level configuration elements to it later.

      2. New method in Case_BAO_Case to check for the file and "process" it:

      • find matching group
      • return an array of contacts in the group with display name, primary phone and primary email address for each

      3. CaseView class invokes BAO and assigns array to it's tpl if not empty. CaseView tpl implements new collapsible section to display table of Case Resources if the array is assigned. Table can be formatted like the Client Relationships and Case Roles tables with the same columns and option to "send email".

      4. Send A Copy functionality in Case_Form_Activity also invokes the BAO and adds resource contact rows.

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            People

            • Assignee:
              shailesh Shailesh Lende
              Reporter:
              dgg David Greenberg
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              Dates

              • Created:
                Updated:
                Resolved: