Case Scheduled Reminders
User story:
- As a CiviCRM administrator
- I would like to configure a scheduled reminder to be sent
- that will include the following tokens:
- All fields from table civicrm_case and associated case custom fields
- All contact tokens for the contact the scheduled reminder is being sent to as per normal scheduled reminders
- when a specific case type (or types) changes to a specific case status (or status’s)
- either immediately or after a desired period of time has passed from the change in status*
- to one or more case roles, groups of contacts or individual contacts
- so that I can have an email or sms sent to specific contacts when the case status changes to inform them about changes in the case.
Wireframe:
The wireframe in the original ticket is somewhat incomplete and doesn’t discuss
- The time period point and how it should work
- The case role’s filtering
As such I would suggest the following solution:
Notes:
- If case type or case status is not selected then all case types and status should send the reminder.
- The “when” feature should operate such that if it is left blank then the reminder should be sent and only sent once but for cases meeting the criteria and the following when criteria:
- “After status change”
- Immediately after the status change takes place if that is the selected option and no other fields are filled in.
- Or the specified time after the status change takes place if a “number of hours or days after” is filled in
- Or on or after the “when” date if this is filled in
- If both the when and the “number of hours or days after” is filled in then the scheduled reminder should send only once on the earlier of those two dates. CiviCRM’s UX here is a bit nutty -
😳
- “Case start date”
- Immediately after the case start date for cases that meet that criteria if that is the selected option and no other fields are filled in.
- Or the specified time after the case start date if a “number of hours or days after” is filled in
- Or on or after the “when” date if this is filled in
- If both the when and the “number of hours or days after” is filled in then the scheduled reminder should send only once on the earlier of those two dates.
- “Case end date”
- Immediately after the case end date for cases that meet that criteria if that is the selected option and no other fields are filled in.
- Or the specified time after the case end date if a “number of hours or days after” is filled in
- Or on or after the “when” date if this is filled in
- If both the when and the “number of hours or days after” is filled in then the scheduled reminder should send only once on the earlier of those two dates.
- NICE TO HAVE: Can we also support any date type custom fields that are added to the case with the same logic and list those custom fields in the dropdown? i.e. create a case custom field “Court date” and then have that date in the scheduled reminder filters? Lower priority.
- “After status change”
- Limit or add to case roles:
- Should allow user to select the case roles that the email will be sent to.