CiviCRM Community Forums (archive)

I'm working on our use of CiviCase to represent research studies with each study being represented by a 'Case Type' and each recruitment being a 'Case'. The model works remarkably well, and so far, it has require configuration rather than customisation of the code. A series of API calls and some word replacements and the object model pretty much fits.

However, for each activity within a case there are 2 links : "Move To Case" and "Copy To Case". While I can see how these would be used in the Case context, these present us with problems, as an activity within a research study should not be movable or copyable. It makes no sense in the study context.

Rather than create a webform to manage the Case/Study enrolment activity data entry, I wondered about adding a configuration option within the Case configuration xml which allowed for these links to be turned on or off, with on being default to preserve current behaviour. I read a thread in the forums where an additional functionality to share activity with another case was added, and it seemed to me that a similar approach could work for us - an xml flag for <AllowActivitiesToMove> and one for <AllowActivitiesToCopy> with checks in the template should do the trick.

Does that sound like something worth doing? I realise ours is a pretty specific use case, but I can imagine other places where confidentiality in case processes might make copying or moving case activities an undesirable feature.

Nick