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CRM-21520: Document Bulk Add Contacts to Case Search Action

homotechsual requested to merge github/fork/MiyaNoctem/CRM-21520-action-to-add-contacts-to-case into master

Created by: MiyaNoctem

Overview

From search results, the user can do a set of actions. In this actions menu, we need to add a new option: "Add contacts to Case". Once the user selects this option, they will see a form where they can select a case (an existing case) and also assign a case role to all selected users.

screen shot 2017-12-04 at 12 25 08 1

Before

It was not possible to add contacts to a case in bulk.

After

Added functionality:

  • Added action to search results list of actions.
  • Created Form to show selection combos to choose case and role.
  • Implemented postProcess logic to add contacts to the selected case with the selected role.

CiviCRM Core PR: https://github.com/civicrm/civicrm-core/pull/11371

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