Create a Case from a Call, or Attach a Call to a Case

[chrislynch8]

Hi,

I wish to create Cases from Calls, and or link existing Call records to a Case?

This is not something that is done by default (which seems odd), how is this possible? I am using 5.0.0i

Rgds
Chris

[eggsurplus]

Since you can create or attach calls to a case from the case side you should be able to do this. You'll need to add a case subpanel to the calls module. Create a file in custom\Extension\modules\Cases\Ext\Layoutdefs\ and call it something like chris.php. Inside the file add the subpanel definition (I haven't tested this exact case so there may need to be a tweak or two. I have got it to work in other modules):

 <?php
 
$layout_defs['Leads']['subpanel_setup']['cases'] = array(
    'order' => 25,
    'module' => 'Cases',
    'sort_order' => 'asc',
    'sort_by' => 'name',
    'subpanel_name' => 'default',
    'get_subpanel_data' => 'cases',
    'title_key' => 'LBL_CASES_SUBPANEL_TITLE',
    'top_buttons' => array(
        array('widget_class' => 'SubPanelTopButtonQuickCreate'),
        array('widget_class' => 'SubPanelTopSelectButton', 'mode'=>'MultiSelect')
    ),
);
 
?>