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Tony Horrocks
  • 1.3k
  • 6
  • 13

I added a case to the webform and passed the case1 id via the URL.

I made sure the Case Type was "User Select" so CiviCRM does not expect to have case roles added, except for the case client. This was critical. When I selected a case type, the activity kept getting added instead of updated.

I passed the case client CID as a hidden contact on the webform,

I made sure the activity was File on Case 'Case1'

I made sure all the target, source and assignees bits were filled out on the activity.

I passed the activity id in the URL to populate the activity.

I passed CIDs for the target, source and assignee to populate the activity.

This magic sauce prevents an activity being added, when you want to update an existing one.

I added a case to the webform and passed the case1 id via the URL.

I made sure the Case Type was "User Select" so CiviCRM does not expect to have case roles added, except for the case client.

I passed the case client CID as a hidden contact on the webform,

I made sure the activity was File on Case 'Case1'

I made sure all the target, source and assignees bits were filled out on the activity.

I passed the activity id in the URL to populate the activity.

I passed CIDs for the target, source and assignee to populate the activity.

This magic sauce prevents an activity being added, when you want to update an existing one.

I added a case to the webform and passed the case1 id via the URL.

I made sure the Case Type was "User Select" so CiviCRM does not expect to have case roles added, except for the case client. This was critical. When I selected a case type, the activity kept getting added instead of updated.

I passed the case client CID as a hidden contact on the webform,

I made sure the activity was File on Case 'Case1'

I made sure all the target, source and assignees bits were filled out on the activity.

I passed the activity id in the URL to populate the activity.

I passed CIDs for the target, source and assignee to populate the activity.

This magic sauce prevents an activity being added, when you want to update an existing one.

Source Link
Tony Horrocks
  • 1.3k
  • 6
  • 13

I added a case to the webform and passed the case1 id via the URL.

I made sure the Case Type was "User Select" so CiviCRM does not expect to have case roles added, except for the case client.

I passed the case client CID as a hidden contact on the webform,

I made sure the activity was File on Case 'Case1'

I made sure all the target, source and assignees bits were filled out on the activity.

I passed the activity id in the URL to populate the activity.

I passed CIDs for the target, source and assignee to populate the activity.

This magic sauce prevents an activity being added, when you want to update an existing one.