Author Topic: Add a newly created activity to existing case (Read 1361 times)

marc · February 15, 2010, 05:53:09 am

Hi,

is it possible to add an activity that I just created to an existing case - assuming of course that this activity is in the .xml for that type of case?

So if I have an activity "Upgrade website" and a case "client running civicrm 1.9" of type webhosting, then I would just like to "Create new activity" -> "Upgrade website" and associate it with this case. Would be a nice feature for civicase.

Marc

Dave Greenberg · February 15, 2010, 06:46:09 pm

Marc - Currently (3.0 / 3.1) you can do this from the Manage Case screen for any existing case. There's a 'New Activity' drop-down.

In 3.2, you'll also be able to create an Activity outside of a Case - and then later decide to 'file it to a case'.
http://issues.civicrm.org/jira/browse/CRM-5761

marc · February 18, 2010, 06:53:28 am

Thanks Dave,

what civi3.2 will do is what I was looking for. Good to know I won't have to wait long!

Marc

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Author Topic: Add a newly created activity to existing case (Read 1361 times)

marc

Add a newly created activity to existing case

Dave Greenberg

Re: Add a newly created activity to existing case

marc

Re: Add a newly created activity to existing case