Case Zip and County
From PikaDocs
Pika very wisely gives you the ability to include the zip code and the county with a case. This will make reporting life better by freezing those 2 pieces of data with the case so even if the client moves to a new county and zip code, your reporting on that old case remains accurate. It also will make geographic reporting and GIS mapping easier by having those 2 fields right with the case and not needing to run a JOIN against some other lookup table. The 2 fields are found on the Case Info tab, under the heading Other Information (unless you've moved them).
Currently, though, as of Pika 3.05, those 2 values are not always filled in automatically. On the 2nd and subsequent cases for a client that has the zip and county filled in on the contacts page, the auto fill in works. But for a brand new client, their first case is created before you have filled in their zip and county on the contact page. So when you get around to the case and the case info screen you will find that the zip and county are not filled in. I understand that this is regarded as a bug (http://pikasoftware.net/support/s.php/tickets/1405/) that Pika software plans to fix in an upcoming release - good news there.
But in the meantime, there is a simple workaround you can add to your site for now. Just follow the instructions in Dave's email below.
> -----Original Message-----
> From: David Kuchler
> Sent: Thursday, April 13, 2006 3:32 PM
> To: Andrew Cameron
> Subject: Javascript
>
>
> Andrew,
>
> Actually, this comes in two parts. The first is a tweak to
> case_screen.html in the subtemplates folder
>
> This code should go after the %%[begin:client]%% tag:
> <form name="lim_form">
> <input type="hidden" name="county" value="%%[county]%%">
> <input type="hidden" name="zip" value="%%[zip]%%">
> </form>
>
>
> Then this javascript should be put into the
> subtemplates/case_info.html
> template:
> function set_location() {
> if (document.ws.case_county.value == '') {
> document.ws.case_county.value =
> document.lim_form.county.value;
> }
> if (document.ws.case_zip.value == '') {
> document.ws.case_zip.value =
> document.lim_form.zip.value;
> }
> }
> set_location();
>
>
> These will set the county and zip code to whatever the
> client's is, if
> they have not already been set.
>
> Dave K.
>
code is by Dave Kuchler
Pika Software (http://www.pikasoftware.net/) - thanks Dave!
original wiki entry by Andrew Cameron
Legal Services Lawline of Vermont (http://www.lawlinevt.org/) and Vermont Legal Aid (http://www.vtlegalaid.org/)
