Author Topic: Assigned activities (Read 12185 times)

Barry1 · March 04, 2009, 05:13:03 pm

Hi there,

I created a user/contact, and then, as another user, assigned the case activity "follow-up" to them. It doesn't seem to show up in their Contact Dashboard - am I misunderstanding this function?

Cheers, Barry

Shailesh Lende · March 12, 2009, 11:20:31 pm

Hi

Quote

case activity "follow-up"

Follow up in any activity context; is not related to any contact but it is related to activity to which we are scheduling follow up.
By selecting specific units and interval ( days, month, year ), we can schedule any activity( by selecting activity type ) after current activity due date.

Shailesh

Barry1 · March 16, 2009, 04:08:25 pm

Thanks for your reply:

In the activity field (in this situation, "follow up') it provides a field where you can assign the activity to a contact. The help says:

"You can optionally assign this activity to someone. Assigned activities will appear in their Contact Dashboard."

I did this, and the activity is visible as being assigned when you go in to "edit" on this activity in the case - but it does not show up in the contact dashboard either for the client or for the reporter to whom it is has been assigned.

It seems to me that either the help text needs editing, or the function is not yet working properly.

Cheers, Barry

Shailesh Lende · March 18, 2009, 07:51:04 am

Quote

I did this, and the activity is visible as being assigned when you go in to "edit" on this activity in the case - but it does not show up in the contact dashboard either for the client or for the reporter to whom it is has been assigned

Actually as per CiviCase specification, we never shows case activity under Activity Tab.
Though case activity get assigned to a contact properly but we skip these case activities under Activity Tab.

Quote

The help says:
"You can optionally assign ....

Yes the help should conditional ie. for Case Activities we should skip part "Assigned activities will appear in their Contact Dashboard." and for other activities we should display as it is.
will fix this in latest release.

Thanks for catching :-)
Shailesh

Dave Greenberg · March 18, 2009, 10:35:55 am

Hmm - seems like NOT showing assigned "case activities" in the contact dashboard might not be desirable behavior. In the contact tabs - it makes sense to keep activities organized by the case they belong too.

That said, I think current CiviCase users (at least at Physician Health) are using the CiviCase dashboard to view their upcoming activities. Barry - do the assigned activities show up in a useful way for the assignee when they view their CiviCase dashboard?

Shailesh Lende · March 18, 2009, 10:18:32 pm

Actually CiviCase Dashboard is Case Client specific ie. we only shows cases in particular's dashboard if it is a client (civicrm_case_contact.contact_id is set).
We are not showing separate activities in CiviCase Dashboard on assigned activity basis.
So I am not wrong, "Manage cases >>Activity Selector >> View Activity", is the only way to view assigned activities currently.

Shailesh

Dave Greenberg · March 19, 2009, 08:30:44 pm

If what you want is to have assigned case activities show up in the contact dashboard of the assignees - the best way to achieve that for now is to create a simple extra module which uses the "dashboard hook" to replace or add to the default dashboard content.

The doc for this hook is at:
http://wiki.civicrm.org/confluence/display/CRMDOC/CiviCRM+hook+specification#CiviCRMhookspecification-hookcivicrmdashboard

... and there is a working example in the repository of something pretty similar (you'll probably just need to tweak the query a little bit to include case activities and join with the activity_assignment table).

http://svn.civicrm.org/civicrm/trunk/drupal/modules/physicianhealthbc/physicianhealthbc.module

Barry1 · March 22, 2009, 05:58:52 pm

Thanks Dave & Shailesh - Seems the conversation has moved on a bit already, but:

"do the assigned activities show up in a useful way for the assignee when they view their CiviCase dashboard?"

- no, because the assignee seems to only be able to see them by delving into "show all cases", and then "manage case" - which they wouldn't do unless they already knew they needed to look at that contact/case.

Thanks for the "My Contact Dashboard" solution Dave - obviously a little more awkward than if it could show up in the CiviCase dashboard, but it'll work.

Cheers, Barry

petednz · April 15, 2009, 09:32:13 pm

Related issue - though not to do with CiviCase - but just standard Activities. These do not appear on the assigned persons Contact Dashboard - as is implied by the statement. Something wrong here? (same on Demo)

Kiran Jagtap · April 15, 2009, 10:45:32 pm

hi

IMO currently we are not showing Activities on Contact dashboard.
We do show 'Groups', 'Contributions', 'Memberships', 'Events', 'My Contacts / Organizations', 'Pledges' and 'Personal Campaign Pages'
there is setting related to these : Administer CiviCRM -> Global Settings -> Site Preferences -> check 'Contact Dashboard' settings.

kiran

Shailesh Lende · April 15, 2009, 10:47:51 pm

Hi,

Quote

These do not appear on the assigned persons Contact Dashboard

If I m not wrong ,here Contact Dashboard should be seems to be "Activity" tab of assigned contact. Its showing in v2.2.x.
But if its meaning is "My Contact Dashboard", then this might be a bug.

-Shailesh

petednz · April 15, 2009, 11:07:44 pm

I think we have several layers of confusion going on here.

when I log in on one of our sites (2.0) i go to a page called .../civicrm/dashboard?reset=1

not surprisingly I think of that as my dashboard - it says so in the URL - and it shows my activities.

if i go to my contact record and click on Contact Dashboard I go to .../civicrm/user?reset=1&id=13242 - and I see no activities - but it is called my Contact Dashboard

SO I can see why I get confused.

When creating an Activity it says "Assigned activities will appear in their Contact Dashboard" I expect it to appear in what you refer to as the COntact Dashboard - but it doesn't - but it does appear 'somewhere' ie .../civicrm/dashboard?reset=1 but now I am not sure if Contacts will see their assigned activities if they are not getting to their 'non-Contact Contact Dashboard'.

Shailesh Lende · April 15, 2009, 11:24:39 pm

Hi,

Quote

if Contacts will see their assigned activities if they are not getting to their 'non-Contact Contact Dashboard'.

If activity is assigned to a contact and status is scheduled, it is listed on CiviCRM dashboard ( dashboard?reset=1 ).

Under "My Contact Dashboard" we show limited components:

Quote

'Groups', 'Contributions', 'Memberships', 'Events', 'My Contacts / Organizations', 'Pledges' and 'Personal Campaign Pages'

- Shailesh

petednz · April 16, 2009, 01:06:58 am

But when creating an Activity it says "Assigned activities will appear in their Contact Dashboard" - but it doesn't appear on their 'Contact Dashboard' from what I can see. So either we need some more consistency of language or something so that there is less scope for confusion between 'dashboard' 'contact dashboard' and 'My contact dashboard'.

If a task is assigned to a contact, it shows at dashboard?reset=1 but how is the user meant to find there way to this, eg from their My Account?

Dave Greenberg · April 16, 2009, 01:40:23 pm

Hi Peter -
Currently displaying Activities is not in the scope of the Contact Dashboard. We've had some (but not a lot) of requests for this - and I think there are potentially filtering issues. My sense is that some (many?) activities are NOT intended / appropriate for viewing by the constituent themselves (they're "for staff use").

That said, the language on the Activity form is confusing AND misleading. I've corrected this for 2.2.3:

"You can optionally assign this activity to someone. Assigned activities will appear in their Activities listing at CiviCRM Home."

We can talk more about activities usage when you're here in SF :-)

CiviCRM Community Forums (archive)

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Author Topic: Assigned activities (Read 12185 times)

Barry1

Assigned activities

Shailesh Lende

Re: Assigned activities

Barry1

Re: Assigned activities

Shailesh Lende

Re: Assigned activities

Dave Greenberg

Re: Assigned activities

Shailesh Lende

Re: Assigned activities

Dave Greenberg

Re: Assigned activities

Barry1

Re: Assigned activities

petednz

Re: Assigned activities

Kiran Jagtap

Re: Assigned activities

Shailesh Lende

Re: Assigned activities

petednz

Re: Assigned activities

Shailesh Lende

Re: Assigned activities

petednz

Re: Assigned activities

Dave Greenberg

Re: Assigned activities