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  1. CiviCRM
  2. CRM-525

Record Activity for Contacts - New Batch Task


    • Type: New Feature
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: 1.2
    • Fix Version/s: 1.2
    • Component/s: None
    • Labels:


      Users need to record an activity (custom activity, meeting or phone call), and conditionally an activity history instance, for a set of contacts. We will add an option actions (tasks) currently available from the search results form to handle this:

      1. New option added to the more actions selectValues array (e.g. the field that currently allows you to 'Add Contacts to a Group', etc.). Option label is 'Record Activity for Contacts'.

      2. The options displayed by this field are 'permissioned' - and this option should use the same permissioning rules as 'Tag Contacts'

      3. After user clicks Go, this 'task' displays the form used to add a (custom) Activities in the single contact scope - with the following modifications:

      • fieldset legend is 'Record an Activity'
      • Activity Type * drop-down includes the built-in instances - Meeting and Phone Call - PLUS any activity_type instances (custom activities)

      NOTE: For this implementation, we will record Phone Call instances w/o populating the Phone Number fields. This makes sense since the call is to multiple contacts.

      • "Number of selected contacts: nn" is displayed at the bottom of the form, above the submit buttons
      • Submit button label is "Record Activity for Contacts"

      4. On submit, we follow the same rules as for singleton inserts. For each contact:

      • A civicrm_activity OR civicm_meeting OR civicrm_phonecall record is inserted (depending on activity type selected by the user).
      • IF the Status field value = Completed - then a civicrm_activity_history record is also inserted

      (We should be able to use the same code/logic as used on singleton inserts for this - but in a for loop.)

      5. Display task results page (as done w/ 'Tag Contacts' task but there should be no 'already tagged/processed' bucket since we would always insert the activity for all contacts in selection set- no dupe checking logic needed):

      Activity: Meeting - $subject
      Recorded for $count Contact(s)

      (replace 'Meeting' with actual activity type label)




            • Assignee:
              lobo Donald A. Lobo
              dgg David Greenberg
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              • Due: