Update existing activity should search more precise

Created on 20 May 2024, 4 months ago
Updated 21 May 2024, 4 months ago

1.0 Problem/Motivation

"Update existing activity" creates major problems in real life scenarios: Currently, the update applies for the first activity found, that has the specified status.

In situations, where you are working with workflows of different activity types, this has big potential to destroy your data!

2.0 Detailed steps to reproduce (embed screenshots)

(obvious)

3.0 Proposed resolution

a) The proper solution would be to have selection options for the activity that will be found and updated by:
- activity status (this one is already there)
- activity type
- activity campaign id

b) A workaround that might deliver a proper heuristic, would be sorting the activities by ID (that is, finding and updating the latest activity)

Feature request
Status

Active

Version

6.2

Component

CiviCRM Data Handling

Created by

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Comments & Activities

  • Issue created by @Detlev Sieber
  • 🇨🇦Canada KarinG 🇨🇦

    We always use a View to build a list of Activities for a Contact - and then pass in contact id and activity id into the webform -> so that it just Updates that specific Activity:

    Example URL:
    /update-activity?cid1=4591&aid=20209&cid2=2&destination=/client-activities/4591
    where cid1 is the contact id of the target, aid is the activity id, cid2 is the contact id of the logged in user (staff member), destination is the return value -> we want to return to the View after updating this specific activity.

    I'd be tempted to remove "Update existing activity" -all together.

Production build 0.71.5 2024