possible integration with civicase?

[ericfg]

wondering what your thoughts are on integration this with civicase so each request can be tracked through a process until completion. local mutal aid folks have a very complex process that I'd like to replace with civicrm but it needs more ability to have someone check on the request; contact the person that made the request; pass that on to a volunteer that can fulfill the request, and then sometimes to another to deliver food or something, and then finally marked as complete.

before I start digging into your code, I wanted your feedback on this set of issues. how possible will it be within the methodology you have built?

[bjendres]

That sounds like a very good idea. However, I doubt that this level of detail will work for everyone, so it would have to be optional.

I wonder, though, if this could be achieved with CiviRules, e.g. create a case when the relationship is set to a certain status. @ericfg any thoughts?

[ericfg]

using civirules to trigger case creation sounds like a great idea to me

[ericfg]

unrelated question (well, sort of related because this will help me work on the civicase side in a way that I can contribute back), where would I access a list of all requests and their status in the current system?

[vingle]

One way @ericfg would be to do an Advanced Search and filter on Custom fields (help required / help offered) or Relationships. You could also save that search as a Smart Group which auto-updates, and then return to it quickly.

[ericfg]

thanks @vingle

[ericfg]

I'm putting a prototype in front of folks next week, hopefully I will have a reasonable pull request for you within two weeks, maybe three