Details

    • Type: Sub-task
    • Status: Done/Fixed
    • Priority: Major
    • Resolution: Fixed/Completed
    • Affects Version/s: 3.1
    • Fix Version/s: 3.2
    • Component/s: CiviCase
    • Labels:
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      Description

      Rationale
      =======
      If a Case is opened and assigned to the wrong contact (client), user needs a way to reassign it.

      Implementation
      ============
      Add action link to case selector (dashboard, find case and case tab): "Assign to Another Client". This link wil

      Implementation
      ============
      1. Add "Assign to Another Client" link to Case Summary fieldset on Manage Case screen (contact/view/case).

      2. Clicking link shows autocomplete contact search field + 'Assign' button.

      3. Assign processing does the following:

      • Prompt for confirmation: 'Are you sure you want to reassign this case and all related activities and relationships to $selectedContactName?'
      • Make a complete copy of the currently viewed case (includes linked case_activities)
      • When copying case activities, if an activity target_contact_id = dupe contact id, then the copy should set target_contact_id = newly assigned contact id. This 'fixes' the case 'client' for these activities to point to the right contact id.
      • Case roles (relationships linked to this case via relationship.case_id) need to have both the case_id and the contact_id_a values updated (contact_id_a becomes the contact_id of the newly assigned contact who is now 'the client').
      • Auto-add an activity on the new case (activity type = "Reassigned Case") with subject "Case 1234 reassigned from contact id 516 to contact id 923. New Case ID is 3211."
      • Mark the original case, and related case activities as deleted (is_deleted = 1).

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              • Assignee:
                pjohar@physicianhealth.com Pawan
                Reporter:
                dgg David Greenberg
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                Dates

                • Created:
                  Updated:
                  Resolved: