CRM-4756 Allow filing existing Inbound Email activities onto a case

          Details

          • Type: Improvement
          • Status: Done/Fixed
          • Priority: Minor
          • Resolution: Fixed/Completed
          • Affects Version/s: 2.2.7
          • Fix Version/s: 2.2.8
          • Component/s: CiviCase
          • Labels:
            None

            Description

            Testing indicates just adding a record to civicrm_case_activity has the desired effect but only if editing is disabled since editing the activity has undesirable results. So along with CRM-4754 blocking editing of emails, the idea is:

            If civicase component enabled, and activity type is Inbound Email, add button to non-case activity view screen "File on case".
            Button to present to user a list of cases via a jquery popup with a drop-down of all open cases, displayed as "<client name> - <case type>" to allow distinguishing multiple cases for same client.
            Row inserted into case_activity table.
            Then go to manage case screen. (Discussed a bit and while it will definitely be desired to verify the first couple times a user uses this feature, it might become a nuisance after a while and they might prefer to stay at the activity view, but decided that needing to see it went somewhere is better.)

              Attachments

                Issue Links

                is blocked by

                Improvement - An improvement or enhancement to an existing feature or task. CRM-4754 Backport CRM-4530 to 2.2 (Do not allow to edit email activity case)

                • Minor - Minor loss of function, or other problem where easy workaround is present.
                • Done/Fixed
                is supplemented by

                Improvement - An improvement or enhancement to an existing feature or task. CRM-4803 Allow re-writing the subject line on Inbound Email activities when filing on case via the File on Case button.

                • Minor - Minor loss of function, or other problem where easy workaround is present.
                • Done/Fixed

                  Activity

                  [CRM-4756] Allow filing existing Inbound Email activities onto a case
                  Dave D added a comment -

                  r22634
                  still todo:

                  • On case side, the activity view overlay screen is different for ones of type Email. Need that same one for Inbound Emails too now, but having trouble finding where that happens.
                  • Need to test what happens if you try to delete it from the case side - does putting in trash work for these.
                  Dave D added a comment -

                  r22706
                  Decided to hide these from the non-case side. Putting in trash on case side works ok.

                  still todo:

                  • The case dashboard most recent activity has an edit link beside it. Remove it if it's an email or inbound email.
                  • Check for other edit links in the system, e.g. activity search?
                  Dave D added a comment -

                  r22731

                  Sushant Paste added a comment -

                  Tested in r22927.

                    People

                    • Assignee:
                      Sushant Paste
                      Reporter:
                      Dave D

                      Dates

                      • Created:
                        Updated:
                        Resolved: