CiviCRM Community Forums (archive)

Hi Dave - thanks - and yes looking forward to the novelty of an actual conversation on such matters.

I would be interested to hear of scenarious where the people to whom an activity is 'assigned' should not have those available to them on an easily accessed list. It seems to me part of the purpose of assigning activities - but maybe I am still missing a nuance in how this is being used - or maybe I need to re-look at it from a non-admin perspective.

Hi Kim - Activities are exposed on the CiviCRM Home page (i.e. the "site dashboard") rather than My Contact Dashboard. You should see them there. Also, all your "scheduled" activities are shown to non-admin users. Admin users (those w/ "administer CiviCRM" permission) will see scheduled activities for all contacts.

Hi,
In the original discussion about where case activities should/shouldn't appear, the focus was on the needs of the Physician Health Program since they are the sponsors. The need there was that they have both a clinical (medical treatment/advice) side to their business and then "everything else" (workshops, committees, civicrm evangelism, etc), and they are very separate, both for privacy reasons and operational reasons. Having case activities completely separated was essential.

Currently there is a plan to separate even more by having two installations, on two separate servers, so in the future it will be less of an issue for them as to whether they appear on the activities tab/dashboard/etc. ^{(footnote 1)}

Further, there are currently some differences between the case and non-case activity forms, but for CiviCase Phase 3 (different from the 3.0 release) the leaning is towards making them more alike, with just some behind-the-scenes differences.


^{(footnote 1)} The decision also has to do with wanting to integrate their public web site with the non-case civi site, and in addition to privacy concerns if that was also the case database, the key token login system currently in place presents some difficulty, because you can't visit the site without a token, which makes it (much) less useful as a public web site.

This change will make case activities appear in the activities dashlet

- But will also show deleted activities, because CRM_Activity_BAO_Activity::getActivities doesn't check is_deleted. Dave Greenberg confirmed on IRC that it should test for is_deleted = 0 and is_current_revision = 1 - I've filed an issue for this: http://issues.civicrm.org/jira/browse/CRM-5783

However even with deleted activities removed, case activities in the activities dashlet aren't entirely satisfactory as when viewed, they display (unsurprisingly) as normal activities, divorced from their context in a case.

So I'm unconvinced about whether showActivitiesInCore should be changed to 1 for Case as things stand - any thoughts?

Dave J