Assigning Activities Engagement Index Levels

[joshstuart]

Trying to setup Engagement Index in CiviCampaign, and running up against a wall pretty quick.  I'd taken from this JIRA post (http://issues.civicrm.org/jira/browse/CRM-7775) that there should be an option in 'Option Lists > Activity types' to set values for different types of activities... but I'm not seeing that option on my install or the demo sites. 

Am I missing something? How do I assign a value for each activity type?

We're running Joomla 1.6/CiviCRM 4.0.2 with CiviCampaign enabled.

Any help much appreciated.

[Dave Greenberg]

Hi Stuart - As I suspect you've discovered, you can add / edit values in the Engagement Index set of options. However, applying an Engagement Index value to an Activity only happens manually at this point (i.e. you can set it in the add / edit Activity form).

The original spec for this included providing an interface and updated schema to store a default Engagement Index value for each activity type. However, this part of the spec wasn't funded (and hence didn't happen).

Implementing this has gotten a bit easier as of 4.1 since we now have a generalized table (civicrm_settings) which can store new component-related settings like this. Adding a screen to define default engagement levels for selected activity types and modifying the 'create activity' code to assign a value when a default is defined is roughly a 10-20 hour task. If you have resources to sponsor (or contribute a patch) - that would be great. You might also touch bases with the folks at Progressive Technology Project to see if they can partner with you on this.

OR ... you could assign engagement index values to activities using a "post hook" - in a custom module, or an extension to the CiviEngage module. In this case you could just define your defaults in the code, so a bit faster to implement but not generally useful except as an example.

[joshstuart]

Thanks for the reply!

[nextwave]

Is there a way to have the engagement index as an option for recording responses from a walk list?
It's an activity- but we don't see a way to add it to the results set.

[Donald Lobo]

currently no

someone will need to contribute some code to add this feature

lobo

[sanook]

I have some funding available to work on setting default engagement index assigning based on activities.  Only about $1500, but I know a few other organizations that also would like this feature and would like to make it happen.

How can we start a make it happen campaign for this?

[Eileen]

Doing that as an extension doesn't sound too hard. As long as you didn't want to be able to manually edit them I would probably set them in a pre hook. I would use a dependency on the entity settings extension to store the value for each activity type rather than using the setting table (which doesn't hold an entity_id to link the setting to - so potentially requires them to be stored in an array - which is a bit of complexity I wrote the entity setting extension to avoid).

Which would leave the question as to whether it is permissable to change the engagement index & if so whether it would retrospectively change existing activities - I think it would be fairly problematic to say they 'only change going forwards' as it might be hard to prevent edited ones getting altered.

Also, you mention setting a default -presumably allowing manual over-ride. In that case it would need to use a build form hook to set the default on backoffice forms - the question is whether there is more than one. And it would need to distinguish between set to zero & not set if coming in from front end forms - I'm not sure if there would be any difficulties there.