CiviCRM Community Forums (archive)

I need to set up a timeline so that :
-a case is opened,
-a 'kickoff' meeting is scheduled manually (not automatically scheduled relative to open case date)
-and then based on the date of the meeting, all the other follow activities are automatically added and scheduled.

Do I need to use a hook to do this or is there a simpler way?

(I suppose I could have the staff simply set the Open Case date to the meeting date rather than the actual day the case is opened, though if there was a cleaner more professional way to handle this I'd like to do it.)


Thanks!!!

@demeritcowboy:

Thanks for the response.

If I use a second timeline, I cannot schedule the kickoff meeting for a specific date (because it sets the meeting to the current date, that is, to whichever date the timeline was initiated on). I need to be able to schedule the meeting, which is the first activity in the timeline, and then have the follow-ups scheduled automatically via the timeline, offset to the kickoff meeting.

Am I missing something?