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  • How to pre assign a Case and and Activity to someone
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Author Topic: How to pre assign a Case and and Activity to someone  (Read 673 times)

Teddy1

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How to pre assign a Case and and Activity to someone
April 13, 2015, 12:11:28 am
I did not find out how to pre assign a Case or Activity to someone upon case creation.
I want to trigger the Case creation from an event and assign a task to a team member.
Is there an easy way how to achieve this.

So far I can only assign Activites to someone after the creation of the case manually.
« Last Edit: April 29, 2015, 08:46:34 am by Teddy1 »

demeritcowboy

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Re: How to pre assign a Case and an Activity to someone
April 13, 2015, 09:38:40 am
It's been asked before but I don't think there is currently a way to configure it. I think you could write some custom code but the thing is the activities don't exist yet at the moment right after case creation, so the place to write this code would be somewhere around the point where activities get created, but then you'd need to do something to tell whether it belongs to a newly created case.

You can however preassign a case role to the person who created it, using the config, so then at least the case appears on their dashboard.

Teddy1

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Re: How to pre assign a Case and an Activity to someone
April 29, 2015, 08:46:01 am
Many thanks. I maybe have a problem understanding the logic in it. It seems I have to do everything manually.

I would like to trigger a case from a wordpress form submission, containing all information.
There are people in my association whose job is to handle it. so they should be assigned the case.
No need for me checking or reassigning anything.

I see other CRM like sugar can create a Lead from a submission.
The logic there is how i would expect it to be.

If someone has some more Ideas. I feel bad installing a second CRM for only the Cases.
I am very happy with CIVICRM

petednz

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Re: How to pre assign a Case and and Activity to someone
April 29, 2015, 02:02:36 pm
if i understand this right this is the sort of requirement that for Drupal users can be managed via Webform I believe, so many of those needing this sort of process have probably resolved it that way. there is no equivalent yet for wordpress that i know of
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviCase (Moderator: Dave Greenberg) »
  • How to pre assign a Case and and Activity to someone

This forum was archived on 2017-11-26.