activity auto-scheduling - only with Open Case?

[Barry1]

Hi There,

I was hoping to have a case activity auto-schedule once a prior activity happened -  similar to this from the examples in PHP repository:

   <ActivityType>
          <name>Survey client satisfaction Referral to counselor</name>
          <reference_activity>Open Case</reference_activity>
          <reference_offset>21</reference_offset>
          <reference_select>newest</reference_select>

but using another activity (in our instance "Create Client Plan") as the reference activity rather than 'Open Case'. However, that doesn't seem to work. Does the reference offset only work with 'Open Case'? Maybe Open Case is special in some way for this purpose that I am not understanding? The activity and proposed reference activity are both named correctly and work fine in all the usual ways.

Cheers, Barry

[Donald Lobo]

yes the code does the offset only from the open case activity since that was the initial need

would be great if you can extend the code to handle offsets from other activity types and/or hire a developer who can do the same. that would be great

lobo

[Barry1]

Thanks for your reply Donald - unfortunately can't make any promises but it is helpful to know some extra coding is needed for that.

[Barry1]

FYI for anyone else: in the meantime we have decided to put in a 'review prompt' question, using custom data, for the activity 'Create Client Plan' and make it a required field to answer yes or no, with short explanatory text asking for a review of client plan to be scheduled within 12 weeks on plan creation.