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  • Suggestion for Scheduled Reminders and CiviCase
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Author Topic: Suggestion for Scheduled Reminders and CiviCase  (Read 547 times)

Upperholme

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Suggestion for Scheduled Reminders and CiviCase
September 08, 2014, 07:46:26 am
I'm working on a project at the moment using CiviCase, where the case manager has to assign a given role to a number of people. I want to use a scheduled reminder email to notify each of the people who have been assigned the role, so that they can carry out their assigned task.
I note that I can use the Case activity called Assign Case Role to trigger a scheduled reminder, and in this particular use case where only one role is being assigned in this way, I can make use of this. But I can see that in many use cases, where multiple different roles may be assigned, the case manager would likely want to send different emails to different people based on the role assigned.
But I can't see an obvious way to do this.
Would it be possible to be able to target more tightly, based on role assigned, and thereby be enabled to send a much more useful and focussed scheduled reminder?
Thanks.
Graham Mitchell
http://mc3.coop

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Discussion (deprecated) »
  • Feature Requests and Suggestions (Moderator: Dave Greenberg) »
  • Suggestion for Scheduled Reminders and CiviCase

This forum was archived on 2017-11-26.