CRM-21360: Make 'Open Case' Activity Optional #11204
Conversation
Removed conditionals that made 'Open Case' activity on standard timeline mandatory on Case Type create and edit views. Also added a label to default Reference value so users can choose '-- Case Start --' as reference for offsets.
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@MiyaNoctem My only concern with this is that other code may rely on the the open case activity. @totten @colemanw you've been working on civicase a lot recently - what are your thoughts please? |
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@MiyaNoctem have you tested this out with opening a new case after removing that activity from the timeline? The CiviCRM "New Case" form is actually hard-coded to create that open case activity afaik. |
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@colemanw, I did test creating cases and everything worked ok. I tried setting offsets relative to case start and to activities, and all dates were computed as expected. But that's about all tests I've done. We could arrange for more thorough tests, though. @guanhuan? This is a screenshot of a case created with a timeline without an open case activity.
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I've tested. It also works with the new CiviCase UI. |
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Changes done here does not let user to create a new caseType or edit an existing one. Tested on dmaster - Edit Housing Support OR create a new case type using http://dmaster.demo.civicrm.org/civicrm/a/#/caseType/new. (See CRM-21559) After filling the req fields, the save button is still disabled and don't let user to save the case type form values.
Can't we remove the following line completely? |
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@jitendrapurohit I agree that line should not be necessary. If it's causing problems, let's remove it. Since this is a serious regression can you please do a PR against the |
…case-manageable CRM-21360: Make 'Open Case' Activity Optional
Overview
For greater flexibility in cases, we want to make a change to CiviCase so that the first activity “Open Case” is no longer required for the standard timeline. Basically, there are workflows that you may want to create where the concept of “opening the case” is not relevant - e.g. prospecting or onboarding a new staff member. Given that we store the case start date in any case on the case record itself we would like to make it an optional activity.
Before
Currently in the standard case timeline, the first activity "Open Case” is always required, as it cannot be moved, edited or deleted.
After
Removed conditionals that made 'Open Case' activity on standard timeline mandatory on Case Type create and edit views. Also added a label to default Reference value so users can choose '-- Case Start --' as the reference for offsets.