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Author Topic: CiviCase <reference_activity>  (Read 839 times)

rcancill

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CiviCase <reference_activity>
December 16, 2010, 08:28:36 am
I'm trying to set up my first Case within CiviCase.  I see that I can set a dependency using <reference_activity> in the timeline.  Can I setup multiple <reference_activity> tags to make the current activity dependent upon completion of several previous activities?

Here is an example:

Suppose you send a person to three specialists for evaluation.  Each would have a separate activity type following "Open Case". 

Now I want to create a new activity that is dependent upon all three of the evaluations. 

So I would have something like:

Open Case

Activity 1 <reference_activity>Open Case</reference_activity>
Activity 2 <reference_activity>Open Case</reference_activity>
Activity 3 <reference_activity>Open Case</reference_activity>

Activity 4
              <reference_activity>Activity 1</reference_activity>
              <reference_activity>Activity 2</reference_activity>
              <reference_activity>Activity 3</reference_activity>

Would this work? 

Dave Greenberg

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Re: CiviCase <reference_activity>
December 16, 2010, 05:29:05 pm
The reference activity functionality currently only affects how activities in the "timeline" are scheduled when a case of that type is opened. There's currently no mechanism for automatically inserting new activities in an existing case based on other activities being updated / completed.

That said, some work is being done right now to start getting additional "work flow" functionality in CiviCRM through integration with Drupal's "Rules"  module. The initial project will do this for CiviMail - but should lay the foundation for adding workflow rules to other components and record types:

http://civicrm.org/blogs/lobo/civimail-workflow-functionality-rules-integration-coming-civicrm-v331#new

If you're interested in working on this, grab Lobo or Kurund on IRC. If you're interested in sponsoring more work in this area:
http://civicrm.org/index.php?q=civicrm/contribute/transact&reset=1&id=12&widgetID=1
Protect your investment in CiviCRM by  becoming a Member!

rcancill

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Re: CiviCase <reference_activity>
December 17, 2010, 07:25:10 am
Thanks Dave.  I appreciate your prompt answer and will look at the Rules engine. 

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  • CiviCase <reference_activity>

This forum was archived on 2017-11-26.