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  • Cases and Due By Dates
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Author Topic: Cases and Due By Dates  (Read 1039 times)

joshathedone

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Cases and Due By Dates
November 24, 2012, 09:54:21 am
I am attempting to setup a case to manage presenters who are applying for an event.  The use case dictates that certian activities be scheduled based upon a certain number of days before the due date.  The Civicrm manual located here http://en.flossmanuals.net/civicrm/ch047_planning/ states that:

Quote
You might also want to define a timeline based on the end date. If a case has to be completed by a specific date, each activity can be defined as needing to happen a number of days before this end date. You then set a negative offset on the timeline.

Seems simple enough.  The problem is, I can't figure out how to set the actual end date.  Anyone?
« Last Edit: November 24, 2012, 09:57:30 am by joshathedone »

demeritcowboy

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Re: Cases and Due By Dates
November 24, 2012, 12:16:44 pm
I've never had a use-case as described in the manual (using "end date"), but for a due date I might create a new activity type, let's call it "due date", and then let's say typically a due date is 90 days from the start date. Then like so:
1. Set up the timeline to have the due date activity prepopulated at a 90 day offset from open case.
2. Define those other activities to be negative offsets, and use the due date activity as the reference activity.

And regarding end date, it gets set when you change case status to closed, so I guess you could use Change Case Status as the reference activity if you only ever use that to close cases.

joshathedone

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Re: Cases and Due By Dates
November 24, 2012, 07:33:10 pm
Hmm.  In this use case all the cases need to be completed by a certain date, regardless of when they were created.  Say all presenters need to be scheduled x days before the event.  They need to be approved x days before that, and so on.  What I need is to reference an actual due date to offset back from.  Are you saying I would have to do that through the change case status activity???   

joshathedone

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Re: Cases and Due By Dates
November 24, 2012, 07:59:45 pm
Also (this is my first time using civicase) I am finding the reference activity behavior counter-intuitive.  Referencing the open case activity works as expected (i.e., the due dates for the activities do not change).  However, it would seem to me that referencing another activity should work differently. 

If I have an "Update Presenter Application" activity that is offset 3 days from a "Management Approval" activity then it would seem to me that the date for the Update Presenter Application should adjust depending on the Management Approval completion date.  Management might approve a month early, but we still might want the presenters contacted within three days.  Is seems like the only difference between the current functionality and simply referencing the case open date is that the math is easier.

Am I missing something here?       

joshathedone

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Re: Cases and Due By Dates
November 24, 2012, 08:36:46 pm
For anyone who is reading this thread the answer is no.  The functionality with offsetting from a reference activity has not been implemented.  The end date functionality is not implemented but can be done with a custom hook and the api. 
« Last Edit: November 24, 2012, 08:40:47 pm by joshathedone »

demeritcowboy

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Re: Cases and Due By Dates
November 25, 2012, 06:49:55 am
? Can you explain what you mean by not implemented?

Nothing updates by itself as the case goes on if that's what you mean. Activity creation only happens at either case creation or when you manually use the add timeline function on the manage case screen.

joshathedone

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Re: Cases and Due By Dates
November 26, 2012, 08:30:34 pm
Exactly.  I was told on IRC that both features may have been on the wish list when CiviCase was first created, but do not have current functionality.

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
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  • Using CiviCase (Moderator: Dave Greenberg) »
  • Cases and Due By Dates

This forum was archived on 2017-11-26.