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I'm looking for a way to add multiple followups to an activity. I don't want people to have to go back into the activity and enter re-enter a new followup if possible. Rather, I was thinking of something like the Save + New Option that is present in other parts of the database. So far I looked at custom data to see if there were options I could modify but I'm still puzzled. If anyone has even the faintest of an idea I would really appreciate because it would at least give me somewhere to start.

Thanks a ton, V

  • Hi Vito, sorry I can't advise on this, but I think the 'scheduled reminder' tag you have used might mislead since i think most times that is related to these civicrm/admin/scheduleReminders?reset=1 whereas you are dealing with "Schedule Follow-up Activity" – petednz - fuzion Aug 18 '15 at 19:49
  • Could you possibly modify the "CiviCases" add on? – Cullen McGough Aug 19 '15 at 11:55
  • I was also going to suggest that CiviCase might be a better fit, but it also adds complexity in a number of ways, and I think Vito's 'Save and New Option' seems like a valid and useful improvement if anyone can make it happen, – petednz - fuzion Aug 19 '15 at 20:24
  • Oops- you're right petednz. I removed the offending tag. – Vito Mantese Aug 20 '15 at 20:46
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Just a tip, not saying that this would completely cover your need...

If you install the new extension CiviRules, you have several automatic options.

I can imagine that you set up a rule like this:

  • Event: Activity is changed
  • Condition: Field value comparison for a certain field you have updated
  • Action (option A): Create activity with a certain activity type, activity title, activity status and assignee contact. (Then it can turn up in a to do-list)
  • Action (option B): install the Email API extension as well, and have the option to send a email directly to the assignee containing a template with contact info(tokens). (This is described here

So, instead of creating a separate Save and New option, you could have CiviRules automatically create the activity when you add certain values to the activity

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