default to all contact types for new cases

[bcastillo32]

What type(s) of user does this feature affect?

• admins

Description

When admins create new cases, all contact types selected should be the default. Currently, the admin has to select them all one by one. Please also add a "Select/Unselect all" as the first list option in the dropdown. By default, the "Select/Unselect all" should be checked.

• log in as an admin
• Navigate to cases in the left navbar
• click "+ New Case"

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[alex-yi37]

I can attempt this one!

[compwron]

go for it!

[alex-yi37]

I noticed this contact types dropdown also appears in the page for editing a case at /casa_cases/:case_id/edit. Should the select/unselect all checkbox also appear there and default to being checked initially?
Also, do you know what the most common usage might be for the checkbox? Would an admin want all contact type options checked when creating a case and might only uncheck a few options ultimately? Is it likely they'd want to uncheck all options to then select a few?

[compwron]

I noticed this contact types dropdown also appears in the page for editing a case at /casa_cases/:case_id/edit. Should the select/unselect all checkbox also appear there and default to being checked initially? Also, do you know what the most common usage might be for the checkbox? Would an admin want all contact type options checked when creating a case and might only uncheck a few options ultimately? Is it likely they'd want to uncheck all options to then select a few?

@bcastillo32 what do you think?

[bcastillo32]

I noticed this contact types dropdown also appears in the page for editing a case at /casa_cases/:case_id/edit. Should the select/unselect all checkbox also appear there and default to being checked initially? Also, do you know what the most common usage might be for the checkbox? Would an admin want all contact type options checked when creating a case and might only uncheck a few options ultimately? Is it likely they'd want to uncheck all options to then select a few?

@bcastillo32 what do you think?

Sorry - I was out out town for the week so am just seeing this now

@alex-yi37 - to answer your question, yes you are correct. Admins have asked for a quick way to select/unselect all contact types when editing a case.

When creating a new case, the default should be all contact types are selected. It's more common to either leave them all checked or remove a few.

let me know if this answers your question :)