CiviCRM Community Forums (archive)

Is it possible to set activity field defaults for activities created in the sequence or timeline of a particular case type?

Could we set the default status for each activity type in a case, or assign a role or the client to fill the "with" or "assigned" fields for activities? Default activity subjects with tokens? This would reduce a lot of the manual work in managing a case and improve automation via scheduled reminders. I just haven't been able to find out if it's already possible or if this is functionality I would need to write myself.

E.g. I would like to have an activity "Send claim forms to client" automated as part of a case by using a scheduled reminder. So it would be great if I could add that activity to the case sequence, then set it to be created with the status "Completed" (I can only do that in the timeline now), and the client in the "With" field so I can use activity targets in the scheduled reminder "to" field.

And what if I want to automatically update the case status based on the completion of a particular activity?

Sorry if I'm missing the obvious, and thanks for any help you can offer

Thanks for replying, Erik. I'm using 4.5.3. I can't see any option to set defaults on the timeline except the activity status, and I can't find any documentation that mentions the ability to set activity defaults.

No worries, I'll just write a custom extension

We have done a few custom extensions on cases, give me a shout if you run into weird stuff. CiviCase behaves a little differently from other entities when you get to hooks :-)

Sounds like a plan  Enjoy!