1

I have templates that use a range of tokens from the contact and the case, including standard case tokens and custom fields. i.e.

{contact.display_name}   {case.id}   {case.subject}   {case.custom_154}

The case tokens are not processed when sending an email (via email activity)

They are processed on print/merge document. (via print/merge document activity)

Is this by design?

2

When sending email via email activity only contact tokens are supported. If you have Civicase token extension installed and enabled than you can pass caseid=34 (where 34 is case id) in activity email url

eg http://example.org/civicrm/activity/email/add?atype=3&action=add&reset=1&context=standalone&caseid=34
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  • Yes, the token extension adds about 4 fields, but not the whole case columns, nor any extended case data. – Simon Walden Jun 4 at 20:36
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They work if you use the email icon in the roles section on manage case to initiate the email. They don't work if you use Contacts -> New Email from the general menu since it won't know what case it is.

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  • I'm talking about emails sent from within the case - where it does not work - not even coded. – Simon Walden Jun 4 at 20:35
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OK, I'm really not sure why this has not been done. It was a handful of lines changed in 2 files to make this work.

It was so easy I'm concerned I'm missing something about why it was not setup in the first place.

the main change is in CRM/activity/BAO/activity.php which needs an extra argument to pass the case ID and then a few extra lines to for replaceCaseTokens(). Case_ID needs passing from messagetemplate.

If anyone needs this they can DM me for the details, its in test now.

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