See the case activity in the contact activity tab

[xavier]

Hi,

If I assign an activity from a case to a contact, I don't see that activity in the activity tab (neither on mine nor their). Is this the expected behaviour?

Is there a way to display the case activities in the contact records?

My goal: being able to see if a single person got too many case activities assigned with the same deadline. I haven't found how to do it so far.

[Coleman Watts]

By design, case activities are hidden from the activities tab - go to the "cases" tab instead.

[xavier]

But on the case tab, you only see the cases you are the client, not where you are a resource.

Say that cases are IT projects and you have the "jQuery guru" role, I create an activity "UI review" for tomorrow for civivolunteer case, and lobo creates you a "upgrade to jQuery 10" for "civicrm 6" case.

How can we see that we have overbooked you?

[demeritcowboy]

Search - Find Activities can see case activities.

[Coleman Watts]

To make it nice for your client you could use hook_civiCRM_tabs() to embed that search in a contact summary tab.

[xavier]

Nice, but then you loose the nice filtering on activity type.

What was the use case to hide case activities from the activity tab? Wasn't it from before we could filter within that tab and is this still needed?

I know that the activity tab is a lot of ajax calls and non trivial to alter, but if I can muster the courage and find my way would an extra "show cases' activities" next to the type filter make sense?

X+

[demeritcowboy]

I think as long as the activity tab respected the CiviCase permissions, and has a way to filter case activities out, then it would be fine.

[demeritcowboy]

I'm remembering also that at the beginning the view UI for case activities was different (popup overlay), and the edit links were also different url structure than for non-case activities. So the activity tab would have to handle that if that's still the case (no pun intended).

[Martin Peth]

I think as long as the activity tab respected the CiviCase permissions, and has a way to filter case activities out, then it would be fine.

@demeritcowboy +1

Another scenario - but more complicated of course - would be the ability to define accessibility for each case activity. For example you might want to let everyone know that a case has been opened for a contact (by displaying it in the activities tab for everyone) without showing the details recorded in the following acitivities (which would be only visible for case officers).

[Coleman Watts]

One more thing to throw into the mix: 4.5 now shows case activities in the Cases tab (by clicking the "expand" icon next to each case).

[jaapjansma]

This would be really nice. At the moment we have a client which uses the case (civi 4.4) a lot and we have created a lot of custom reports to show all the relevant information.

[smksites]

I know this is outdated.  But here's how I worked around it.

in 4.3.7 I created all case activities as type contact then in the file

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";
    }

There were a couple other files that I also changed to get the activity count to work.

[Coleman Watts]

@smksites I think that you'll find changing the code of civicrm (what's referred to as "hacking core") will quickly turn into a maintenance headache. An alternate solution might be to use the civicrm tabs hook to add a custom tab for showing case activities.

[smksites]

I know that is why I use
administer >System Settings > Directories  and set the Custom PHP Path Directory.  So in the event you decide to upgrade you know were the hacks are. It's a lot faster than creating a hook for a small bug.

[demeritcowboy]

Just a caution as noted earlier in this thread it was by design, and the UI for case activities is different, and there are activity revisions to deal with. I'm not sure if for example using the edit link on the activity tab will end up clobbering the "caseness" of the activity.