New answers tagged activities
1
We had build a extension years ago that groups the activities created by standard timeline into a section and the activities added manually into another. But we didn't manage it to differentiate or exclude these activities while printing audit report. Things have changed a lot in CiviCRM since then allowing hooks to change the behaviour and how data is ...
1
I had one site where they asked me to have it automatically put the "copy sent to" activities into the trash, so they're still there but don't show unless you use the filter accordion to see them. It's not efficient database-wise, but for low volume is a possibility. At the time extensions didn't exist yet, or maybe were just starting, so it was implemented ...
2
It's not intentional but it's come up before. See https://lab.civicrm.org/dev/core/issues/1582 and https://lab.civicrm.org/dev/core/issues/1649
UPDATE:
@pradeep-nayak submitted a PR https://github.com/civicrm/civicrm-core/pull/16800 so it will restrict for case activities too in version 5.25.
1
There are some docs at docs.civicrm.org/user/en/latest/petition/what-is-civipetition and more pages if you look in the left sidebar there.
3
This is related to this bug 'CiviCampaign: access CiviCampaign' permission missing. Unfortunately at this time, in order to get Campaigns search showing in Search -> Find Activities, you have to grant permission to administer CiviCampaign.
Depending on your user base (trust and size) and how bad you need this working now, you could give administer ...
1
To me this sounds like a job for pivot tables:
Search - Find Activities.
Choose Export from the options dropdown.
Open the file in excel and make a pivot table, with the contact on the row, and count of activity id as the data value. Sort the pivot by count.
2
Alternative with very little coding:
create a custom field on individual Number of Productions
create a CiviRule (trigger activity is added, condition activity type = xxxx)
develop a specific action to add 1 to the number of productions (max 2 hrs of work)
search on the custom field
2
Maybe the extension summary fields could be used as a base. Even though it probably does not do exactly what you want, it may be easier to build up on it insted of developing something completely new.
Or you could use the SQL-Task Extension.
1
It's not quite what you're looking for but if you install the Extended Reports extension then you can do:
Go to Administer - CiviReport - Create Report from Template.
Pick extended report - activities.
Pick some columns for the activity.
On the Display Options tab, check the box to display as a tab on the contact record, and for the box below that choose ...
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