Skip to content

CRM-21498: Add Documentation of Linked Case Status Change Functionality

Created by: MiyaNoctem

Overview

On some occasions, it might be useful when changing a case's status, to have all linked cases change status too. For this, we could have a checkbox on the case status change form so that when it is checked, all related cases change to the same status.

We will only take into account directly linked cases (i.e. L1 link) and not the linked cases of the linked cases (i.e. ignore any nesting).

If the status of one or more linked cases is the same as the status the user is changing to (eg. the user is changing the status from ongoing to resolved and one of the linked cases is already resolved), we will still list the case in the case list, but there will be no action taken (ie. no activity should be created for the status change).

Before

When changing a case's status, if linked cases had to be changed too, you'd had to go to each case independently and change it's status manually.

image

After

When changing a case's status, if it has any linked cases, a checkbox will appear on the form so the user can choose to update linked cases statuses too.

image

Comments

This functionality is being added to CiviCRM core on this PR: https://github.com/civicrm/civicrm-core/pull/11350

Merge request reports

Loading