CiviCRM Community Forums (archive)

*

News:

Have a question about CiviCRM?
Get it answered quickly at the new
CiviCRM Stack Exchange Q+A site
This forum was archived on 25 November 2017. Learn more.
How to get involved.
What to do if you think you've found a bug.



  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviCase (Moderator: Dave Greenberg) »
  • How to see my activities for cases that aren't my own?
Pages: [1]

Author Topic: How to see my activities for cases that aren't my own?  (Read 555 times)

JohnFF

  • I post frequently
  • ***
  • Posts: 235
  • Karma: 6
  • CiviCRM version: 4.4.13
  • CMS version: Drupal 7.28
  • MySQL version: 5.5.31-1
  • PHP version: 5.3.27
How to see my activities for cases that aren't my own?
September 11, 2013, 02:07:24 pm
Hi,

My manager wants to be able to assign cases to people.

However, every now and then for someone else's case he needs to send an email, make a phone call, even though it's not "his" case.

What would be really useful on the dashboard is a "My activities in all cases" section.

Has anybody done something like this before? A workaround maybe? Or a custom extension that adds this feature automatically.
If you like empowering charities in a free and open way, then you're going to love Civi.

Email Amender: https://civicrm.org/extensions/email-amender
UK Phone Validator: https://civicrm.org/extensions/uk-phone-number-validator
http://civifirst.com
https://twitter.com/civifirst

demeritcowboy

  • Ask me questions
  • ****
  • Posts: 570
  • Karma: 42
  • CiviCRM version: Always the latest!
  • CMS version: Drupal 6 mostly, still evaluating 7.
  • MySQL version: Mix of 5.0 / 5.1 / 5.5
  • PHP version: 5.3, usually on Windows
Re: How to see my activities for cases that aren't my own?
September 11, 2013, 07:54:26 pm
I was pretty sure the Activity CiviReport used to support case activity types, but it doesn't seem to in the latest version? Not sure if that's a change or why. If it did you could just add an instance of that to the menu.

demeritcowboy

  • Ask me questions
  • ****
  • Posts: 570
  • Karma: 42
  • CiviCRM version: Always the latest!
  • CMS version: Drupal 6 mostly, still evaluating 7.
  • MySQL version: Mix of 5.0 / 5.1 / 5.5
  • PHP version: 5.3, usually on Windows
Re: How to see my activities for cases that aren't my own?
September 14, 2013, 12:08:02 pm
I guess I was wrong and the Activity Report never did, but there's a customized one at http://svn.civicrm.org/php/trunk/custom_php/CRM/Report/Form/Case/Activity.php which does. Note that that repo is no longer maintained, and that report is currently running on a 3.x site so not sure how compatible it is with the latest.

JohnFF

  • I post frequently
  • ***
  • Posts: 235
  • Karma: 6
  • CiviCRM version: 4.4.13
  • CMS version: Drupal 7.28
  • MySQL version: 5.5.31-1
  • PHP version: 5.3.27
Re: How to see my activities for cases that aren't my own?
September 17, 2013, 01:20:28 am
Thanks demerit, I'll look into that.
If you like empowering charities in a free and open way, then you're going to love Civi.

Email Amender: https://civicrm.org/extensions/email-amender
UK Phone Validator: https://civicrm.org/extensions/uk-phone-number-validator
http://civifirst.com
https://twitter.com/civifirst
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviCase (Moderator: Dave Greenberg) »
  • How to see my activities for cases that aren't my own?

This forum was archived on 2017-11-26.