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Author Topic: Case activity "assigned to" not showing in "assigned to" dashboard  (Read 710 times)

OregonJohn

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Case activity "assigned to" not showing in "assigned to" dashboard
February 03, 2015, 11:25:08 pm
When I edit an activity in a case and assign a user, that activity fails to show in the assigned user's activity dashlet.

Below is a link that has the two screen shots showing how I put information into the assigned to box, and the assigned user's activity dashlet where the activity is not present.

http://systemsolver.com/StatlerBlog/index.php/civicase-activity-not-showing-in-assigned-to-user-dashboards/

Maybe I'm doing something wrong. Help if you can. Thanks.

John in Oregon
« Last Edit: February 03, 2015, 11:28:15 pm by OregonJohn »

OregonJohn

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Re: Case activity "assigned to" not showing in "assigned to" dashboard
February 04, 2015, 01:22:26 am
It appears to be a problem only when editing a case activity.

If I edit or create a contact activity and use either 'assigned to' or 'with' then that activity shows up for the 'assigned to' or 'with' users in their activity dashlet.

If I edit or create a case activity and use either 'assigned to' or 'with' then that activity fails to shows up for 'assigned to' or 'with' the users in their activity dashlet.

In either case, when searching for all activities, those users do show up in the the 'assigned to' or 'with' fields so the data is getting entered.

The problem is that if I create an activity within a case, say a Meeting, and I include other users ... the other users will never know that they've been set up for the meeting.

I have searched for answers to this problem. I seem to recall someone claiming that you would only see the activities if you were assigned to the case (not if just assigned to the activity). Well, that's pretty weird ... sometimes you want other staff people to attend a case meeting.

I searched again for that message and found it here:
"See the case activity in the contact activity tab"
http://forum.civicrm.org/index.php/topic,31959.0.html

There is also this one, which is only slightly relevant:
"Activities in timeline not assigned to anyone?"
http://forum.civicrm.org/index.php/topic,33255.0.html

If I have to program something to make this happen, please let me know because I believe it is a necessity for what I'm trying to do.

Hope I explained all this well enough. And thanks in advance for any help you can provide.

John.
« Last Edit: February 04, 2015, 01:41:32 am by OregonJohn »

demeritcowboy

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Re: Case activity "assigned to" not showing in "assigned to" dashboard
February 04, 2015, 06:28:01 am
I think the topic you linked to http://forum.civicrm.org/index.php/topic,31959.0.html is exactly what you're asking about. Case activities don't appear on the non-case side.

But when you assign someone to a case activity they will get an email telling them about it the same as for non-case activities.

OregonJohn

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Re: Case activity "assigned to" not showing in "assigned to" dashboard
February 04, 2015, 07:46:03 am
Thank you for the quick reply. That's what I was afraid of.

I'm not sending emails. Everyone is on vpn and will be checking their calendars through civiCase.

I'm guessing I need to write a hook that catches those assignees and 'with' folks.

But first I think I'll try the Drupal webform extension at https://www.drupal.org/project/webform_civicrm .

Do you have any experience with that extension?

John. And, thanks again.

smksites

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Re: Case activity "assigned to" not showing in "assigned to" dashboard
February 04, 2015, 08:04:06 am
I posted this on the wrong post, new here

Copy the file and place it in your custom directories with the same path and name and remove the below code.  This fixed version 4.3.7


crm/Activity/BAO/activity.php

removed the following


    //Filter on component IDs.
    $components = self::activityComponents();
    if (!empty($components)) {
      $componentsIn = implode(',', array_keys($components));
      $commonClauses[] = "( civicrm_option_value.component_id IS NULL OR civicrm_option_value.component_id IN ( $componentsIn ) )";
    }
    else {
      $commonClauses[] = "civicrm_option_value.component_id IS NULL";
    }


OregonJohn

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Re: Case activity "assigned to" not showing in "assigned to" dashboard
February 04, 2015, 02:08:04 pm
Wow. Thank you. I'll look at this later today and report back. Sure would make my life easier.
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This forum was archived on 2017-11-26.