How to ... file on case ... for email activity

[petednz]

Think I am missing something v obvious.

Send an Email as an Activity - then want to add to a Case.

Don't see a "File on Case' on 4.1.2 - don't see option on Demo either.

I can do this for 'phone calls' - why not for emails?

In Wiki it says

Optional Enhancements
1. Filing emails under cases
In 3.2 and later, you can file any type of non-case activity on a case by using the action File on Case that appears in activity lists. You may wish to set up the Email Processor as described in Autofiling email activities via EmailProcessor to facilitate filing emails that come into your inbox onto cases.

Note that the File on Case feature is available in earlier versions too, but you will only see it on Inbound Emails and not for other activity types, and it only appears at the bottom of the activity when they are viewed.

[demeritcowboy]

Do you have any open cases? The action doesn't show if all the cases are closed (or if case is not enabled).

Otherwise it's probably an old limitation. Or maybe the intention is to force sending from manage case or a "send copy" on a case activity.

[petednz]

This site is running 4.1.2
The contact does have an Open Case

If i send the Contact an email and then go to Activities there is no option to 'file on case'

Any other suggestions anyone can make?

[demeritcowboy]

It's in the actions dropdown if you do Search -> Find Activities, but I think it's being omitted from action links by CRM_Case_BAO_Case::checkPermission because it's in the list of "singletonNames". If you remove the activity type from that list and then try filing it does that work?

In early 3.x there were some limitations about the "target contact" having to be the same as the client - maybe this was something to prevent those problems. Or maybe there's something special about email activities where copies cause problems?

[Eileen]

I find the code in that function pretty wierd - singleton thrown in with all the others just seems confusing. And then all that conditional setting stuff just to over-ride it afterwards.

Anyway - this works & doesn't seem to change anything except filing emails on cases - I assume people agree being able to do that is a good thing?

Code: [Select]

Index: CRM/Case/BAO/Case.php
===================================================================
--- CRM/Case/BAO/Case.php (revision 41766)
+++ CRM/Case/BAO/Case.php (working copy)
@@ -2770,10 +2770,13 @@
       $allowEditNames = array('Open Case');
 
       // do not allow File on Case
-      $doNotFileNames = array('Open Case', 'Change Case Type', 'Change Case Status', 'Change Case Start Date');
+      $doNotFileNames = array('Open Case', 'Change Case Type', 'Change Case Status', 'Change Case Start Date','Reassigned Case', 'Merge Case', 'Link Cases', 'Assign Case Role');
 
       if (in_array($actTypeName, $singletonNames)) {
         $allow = FALSE;
+        if ($operation == 'File On Case') {
+          $allow = (in_array($actTypeName, $doNotFileNames)) ? FALSE : TRUE;
+        }
         if (in_array($operation, $actionOperations)) {
           $allow = TRUE;
           if ($operation == 'edit') {