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) »
  • Discussion (deprecated) »
  • Feature Requests and Suggestions »
  • Usability Improvements (Moderator: Dave Greenberg) »
  • Edit activity type for an existing activity entry
Pages: [1]

Author Topic: Edit activity type for an existing activity entry  (Read 589 times)

RG_EducationNorthwest

  • I’m new here
  • *
  • Posts: 1
  • Karma: 0
  • CiviCRM version: 4.0.4
  • CMS version: Drupal 7.7
  • MySQL version: 5.5.29
  • PHP version: 5.3.10
Edit activity type for an existing activity entry
April 08, 2014, 05:32:07 pm
Staff who enter activities in Civi here at my organization would like to be able to change the activity type after a record is created. Currently they have to create a new activity with the correct activity type and the original activity entry with the wrong activity type has to be deleted. We do use custom fields that depend on the activity type selected, but it would be helpful to be able to keep the data already entered to extent it matches for a different activity type.

Coleman Watts

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 2346
  • Karma: 183
  • CiviCRM version: The Bleeding Edge
  • CMS version: Various
Re: Edit activity type for an existing activity entry
April 08, 2014, 05:39:22 pm
There's no UI for this afaik. But you can do it with 1 line of code via the api.
Try asking your question on the new CiviCRM help site.

petednz

  • Forum Godess / God
  • I’m (like) Lobo ;)
  • *****
  • Posts: 4899
  • Karma: 193
    • Fuzion
  • CiviCRM version: 3.x - 4.x
  • CMS version: Drupal 6 and 7
Re: Edit activity type for an existing activity entry
April 08, 2014, 05:49:36 pm
it might be worth your explaining the typical workflow more in case some other strategy suggests itself to others
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Discussion (deprecated) »
  • Feature Requests and Suggestions »
  • Usability Improvements (Moderator: Dave Greenberg) »
  • Edit activity type for an existing activity entry

This forum was archived on 2017-11-26.