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  1. CiviCRM
  2. 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:
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      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.)

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              • Assignee:
                sushant Sushant Paste
                Reporter:
                demeritcowboy Dave D
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                • Created:
                  Updated:
                  Resolved: