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We are using CiviCRM 5.5.3 and CiviCase on Wordpress 4.9.8

Similar to "make activity filter user preference an optional setting" CRM-20799 we wish to make the system remember user choices in case activity tab. Currently all filters are remove with every refresh.

Alternatively we would be happy if we could set the field Status to "Scheduled" by default.

Any way to accomplish that.

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The setting Preserve activity filters as a user preference present in Display Preferences is limited to only Activity tab displayed on the contact summary page. As of now, there is no way to save the user choices in case activity tab.

Similarly, to select Scheduled as a default option for status, you might need to write a minor customization in an extension to make it work. Either using the buildForm hook and setting default value OR using a smal js code snippet.

  • That's what I thought. Thank you for the hint using buildform. Will be looking into it. – Detlef G. Oct 24 '18 at 2:08

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