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Active Cases 3.0
Last Post 26 Oct 2007 03:59 PM by jens lewald. 2 Replies.
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mcconnelljhUser is Offline
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30 Sep 2007 12:05 PM  
After finishing Active Compare 1.1 I've decided to undertake the next big release of Active Cases.  It'll be a full 3.0 release and we're far enough along in development that I've decided to post some screen shots.  Something I want to point out ahead of time before you see anything though is this module uses AJAX throughout and right now we're only using postbacks when moving between the Main screen and the Control Panel.  Saving, Canceling, or Deleting items will not cause postbacks either. 

Thus far the development has been focusing mainly on the Control Panel, but I'll give you the screen for a New Case.  We've given loads of options on the types of data to be entered here mainly through drop down lists, all of which can be customized through the List Manager in the Control Panel.  The Classification lists can right now be setup with options for Parent/Child relationships or without.  We've also given some tabbed features as well: Case History, Tasks, Contacts, Attachments, Time Log, Case Info, and Custom Fields.  The Custom Fields are customized through the Control Panel and can be either just text values or can be setup as a custom list in the List Manager.  Plus you get a different set of Custom Fields and Classifications for each Case Type.
Create a New Case

Next we'll look at the Case Configuration screen.  Each Case Type can be configured on its own so each type gets its own set of Custom Fields and Classifications.  You can determine the text displayed, whether the field is required and if it's a custom list you've defined or a simple textbox.  You can enable/disable each of these as well for further control of your Configuration.  Classificationscan also be enabled/disabled plus setup to be parent/child lists or standalone.
Case Configuration

One of the coolest features we've added into the Control Panel so far has been the Security section.  For right now we're gonna take things from a simple approach and just base our security off DNN roles.  You can add any DNN role that has been defined and then customize what each role can/cannot do inside Active Cases.  What we're looking at is the Default Security for Active Cases which you're Queues can inherit.  However we do allow the user to define their own security model for each Queue if that is desired.  And did I mention that to update the security you'll only have to click the image and it's saved, no postbacks required.
Default Security

New we'll look at the Queue Manger.  Queues will replace Bins in the new version.  You can create as many Queues as you like for storing your Cases and each Queue can have it's own security settings built.   
Queue Manager

We're trying to use modal popups to save on wasting user time and screen real estate when entering in information that doesn't require many form fields.
Modal - New Queue

And lastly we have the List Manager.  All lists in the system are customizable as far as what values show up but we have several lists in the module that are required System lists so they cannot be deleted.  Any user defined list can be deleted though.
List Manager

Please give us some feedback, we'd love to hear what you think so far.
John McConnell
Lead Web Developer
Active Modules, Inc.
Vigilant TechUser is Offline
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26 Oct 2007 01:18 AM  
would be good to see a thin richtext editor in the description field and when logging notes and an ability to expand the text box a little...
the modal pop-ups will also be great!
We would all like to see the email to case link brought over.
The ajax will help a lot! really looking forward to that!
Sounds great, we will definitely be looking forward to this...
jens lewaldUser is Offline
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26 Oct 2007 03:59 PM  
We wait for Active Case.
C
Hope we can see a test version very soon. What is with upgrade Path from Acrive Case 2.0 to newest. We still have some Cases stored in Active Case 2.x


Thanks

Jens


By the way : please offer us a good upgrade path
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