Cases - Sales Force Automation component
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Key: OFBIZ-2427
URL: https://issues.apache.org/jira/browse/OFBIZ-2427
Project: OFBiz
Issue Type: New Feature
Components: marketing
Affects Versions: SVN trunk
Reporter: Ashish Vijaywargiya
Priority: Minor
Fix For: SVN trunk
- A case corrospond to a Request(CustRequest) in OFBiz.
- There are many types of requests including RFI (for information), RFQ (for
quote), RFS (for support), and so on.
Following screens should be implemented in this :
- Create/Edit Case: Following fields should be present on the GUI.
"* (Start next to fields)" - showing the required field.
— Company Name - Lookup showing all the Party Group in the role of "Account"
— Requesting Party* - Lookup to select the existing party in the role of
"Contact"
— Priority - Keep default priority as the medium (either 4 or 5 on the user
interface)
— Type
— Subject* - Map this field into custRequestName field of CustRequest entity.
— Reason - associate this field with the enumeration entity and create few
records there so that it could be referred here.
Reason can be "Unexpected Behaviour of Application", "New Feature Request" etc.
— Description -
— Status - Show this field in Edit mode of request only. (While updating
request)
- There will be summary section for the cases and following block will be shown
in it.
— First block will be the history of the customer request.
— Party / Roles - All will be shown in the read mode (Party Group, Requesting
Party & Logged in party details who has created request).
— Request Items.
- There will be following tab button adjucent to Summary Section.
— Party / Roles(The two records for Party Group and Requesting Party will be in
readable mode. and user should only be able to change the details of Request
Tracker i.e the person who has logged in the Request.)
— Request Items
Details Left Navigation Section.
First Block: Shortcuts
Create New Case
Find Case
My Cases - List all the cases of logged in party by default. So it will be easy
for him to select and update on those cases accordingly.
Only show those cases that are not in complete status.
Second Block: Quick Add Case
Fields to be present in this block are:
Company Name
Requesting Party*
Subject*
For the quick add case block we should keep the default priority as medium (i.e
5)
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