CiviCRM Community Forums (archive)

Hi,

When you have loads of activity on a contact, it becomes hard to see "real" activities (eg. phone calls, meetings, Emails...) and "automatic" ones (event registration, case review, contribution). By automatic, I mean every activity that hasn't been created directly by a user but as a byproduct of something else.

There is already a is_auto column in the activity table, but the only case it's true is for the case reviews. Is this used somewhere? What's its purpose?

A client wants to have an option on the activity tab to filter out these automatic activities. I thought of using this field as a filter but
1) would need to set is_auto for more activity (either change in core or extension)
2) alter the select form to add an option to filter on auto(core or extension)
3) most of the js code and ajax stuff seem to be re-usable
4) allow to filter on is_auto  CRM_Activity_BAO_Activity::getContactActivitySelector (need some more testing)

So most of it (beside the getContactActivitySelector) would work as an extension or in the core.

Is this a shared and common need or better as an extension?

Otherwise, getContactActivitySelector seems to be a better underlying method for the activity get api that is rather more limited.

X+

I like this idea.  Our activity lists quickly fill up with bulk mail notices which make it hard to find anything else.

Hi,

Not sure it's the same issue:

NYSS is about remembering I want to see only meetings, or only phone calls, right? But you can still only select one and only one activity type,right?

Here the need is to see both meetings AND phone calls AND any "hand made" activity.

It's a bit like the 2nd level on participants:
- you have one status lower level
- you have a broader "counted" or not level. So you can see all the registered an attended and... put together at onces and filter out all the no-show and canceled and...

Here the need is similar:
- the activity type is the lower level
- automatic (bulk mail, case status change...) or "handmade" (phone, email, meeting....)

the goal is to let the user filter out ALL the bulkemails and other "noise" and keep only the manually created activities

Make sense? The automatic vs. manual might not be the best name for the higher level segmentation, but hope the idea is somehow clear

X+