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  • Is it possible to edit the 'activity type' of an existing activity in civicase?
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Author Topic: Is it possible to edit the 'activity type' of an existing activity in civicase?  (Read 446 times)

kza

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Is it possible to edit the 'activity type' of an existing activity in civicase?
January 29, 2015, 02:32:09 pm
Hi all,

We seem to be unable to change the 'Activity Type' to an activity that has already been created. Is there anyway around this? We are using 'Activity Type' to track different kinds of interactions with clients, but we need to be able to update these Activity Types based on changes to our information architecture (we're still working out the types, categories, tags, etc).

Thanks!
Kristin

Coleman Watts

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Re: Is it possible to edit the 'activity type' of an existing activity in civicase?
January 29, 2015, 02:51:24 pm
You could do this directly in the sql database.
Note that the civicrm_activity table stores activities and revisions, so be sure to get them both by checking the is_current_revision flag.
Try asking your question on the new CiviCRM help site.

demeritcowboy

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Re: Is it possible to edit the 'activity type' of an existing activity in civicase?
January 29, 2015, 11:11:55 pm
There could be a problem with custom fields and loss of data if you change the type, e.g. what happens if you have data in some custom fields and then change the type to a type that doesn't even have those fields. This would be the same with non-case activities.

Another possibility rather than activity types is to use a single activity type and have a custom field on it for "subtype" or whatever you want to call it (maybe "interaction type" based on your post). Then just change that field when you need to change what the entry represents.

Coleman Watts

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Re: Is it possible to edit the 'activity type' of an existing activity in civicase?
January 30, 2015, 06:10:04 am
Yes agree that if you are planning to do this on an ongoing basis, switching activity types around is not a good workflow.
I read from your post that you just needed to do it once to clean up some experimental data, which is why I suggested changing it in the db, but just this once ;)
Try asking your question on the new CiviCRM help site.
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  • Old sections (read-only, deprecated) »
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  • Is it possible to edit the 'activity type' of an existing activity in civicase?

This forum was archived on 2017-11-26.