Control First Case Tab On Intake

From PikaDocs

How to Control the Case Tab you first land on during a new Intake

We wanted the screener to go to the Conflict tab first among the case tabs during intake.

Aaron made a change to allow us to do that. The change has been incorporated into Pika releases as of version 3.05rc1 - which came out in November of 2005.

To make this change on your site, you just need to edit /subtemplates/intake_contact_list.html

Do a find for the word "screen"

You should see something like this:

<input type="hidden" name="screen" value="elig"/>

The value elig refers to one of the case tabs in your case_tabs menu. So you can set this to any of them. We set it to conflict



For the techies, and for my own reference, Aaron made a change to /ops/update_contact.php that will check for the existence of this screen variable and use it. He also added the hidden form field to /subtemplates/contact_full.html This is as of 3.05rc1.


initial entry by Andrew Cameron
Legal Services Lawline of Vermont (http://www.lawlinevt.org/) and Vermont Legal Aid (http://www.vtlegalaid.org/)