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  • "File on Case" for Closed Cases?
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Author Topic: "File on Case" for Closed Cases?  (Read 832 times)

PrincessAng417

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"File on Case" for Closed Cases?
July 16, 2014, 01:12:24 pm
I have a bunch of past activities that I have imported through the interface and would like to file on cases, but the cases are not coming up as options in the "File on Case" dialog box.  I think it's because the cases are closed?

Any idea how to get around this, without the multi-step process of opening up these cases again?

Coleman Watts

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Re: "File on Case" for Closed Cases?
July 16, 2014, 01:14:42 pm
Not sure but this might have been fixed in 4.5 - a lot of Case functionality/UI has been redone in the new version. Give it a try on the sandbox: http://drupal.sandbox.civicrm.org
Try asking your question on the new CiviCRM help site.

PrincessAng417

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Re: "File on Case" for Closed Cases?
July 16, 2014, 01:34:52 pm
The interface is definitely snazzy, but it performs the same as on my installation, 4.4.5.  Only open cases come up for the contact.  I can see where that would be useful for organizations (actually, like mine) where a contact can have dozens of cases, but in loading this legacy data, I'd like to override it.  Even if temporarily.

Coleman Watts

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Re: "File on Case" for Closed Cases?
July 16, 2014, 01:39:36 pm
Hmm, given that it is an autocomplete I'm not sure if limiting to open cases makes sense. Maybe we should instead use icons/color-coding to distinguish the closed ones but still show them and allow them to be chosen.
Do others have an opinion about this?
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demeritcowboy

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Re: "File on Case" for Closed Cases?
July 16, 2014, 11:17:06 pm
I kind of remember the original discussion but it was a long time ago, and the original jira ticket doesn't specifically mention this (CRM-4756). Given that it's inconsistent with the email processor which will happily file on a closed case if the subject has the hash, I doubt it's a data/architecture reason or limitation, and was more likely something to do with the UI at the time.

PrincessAng417

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Re: "File on Case" for Closed Cases?
July 17, 2014, 03:39:40 am
I like the idea of a display that allows you to see open/closed cases.  It would also be nice that if you're coming from the Activity tab on a Contact that it passes that Contact through instead of requiring the user to find the contact again.

In the meantime, is there a check somewhere that is filtering for open/closed cases in that dialog box that I can temporarily comment out in the code so I can see all of the cases?

Coleman Watts

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Re: "File on Case" for Closed Cases?
July 17, 2014, 05:46:23 am
All that code is pretty messy. Your workaround could be to take away the first "where" clause in CRM_Case_BAO_Case::getUnclosedCases() but be aware that function is used in a few other places also.
But you'll be pleased to know that I've now got it working much better for 4.5 (worked in both of your requests since looking up the contact again is a pain I agree).
See https://issues.civicrm.org/jira/browse/CRM-15003
Try asking your question on the new CiviCRM help site.

PrincessAng417

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Re: "File on Case" for Closed Cases?
July 17, 2014, 06:29:29 pm
I can't wait to see it working!

Coleman Watts

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Re: "File on Case" for Closed Cases?
July 18, 2014, 04:13:26 am
It's now live on the sandbox site and will be rolled into the next beta release
http://drupal.sandbox.civicrm.org/civicrm
Try asking your question on the new CiviCRM help site.
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
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  • Using CiviCase (Moderator: Dave Greenberg) »
  • "File on Case" for Closed Cases?

This forum was archived on 2017-11-26.