I am trying to create a web form for our caseworkers to be able to use in WordPress, instead of having to go into CiviCRM, but I don't know how t do it, or where to start. Something like being able to recreate the CiviCase dashboard would be ideal. Can anyone help? This is for a registered charity in the UK that helps bring equality to disabled people with Assistance Dogs, so the easier it is for caseworkers, the easier it is to help our clients.

  • Hi Dan, What kind of webform you want to show on front end and what sort of information you would be collecting? Commented Jan 26, 2022 at 11:31
  • I would like a basic form where the caseworkers are able to search for a member, then create a case, as well as manage the case, all without having to go to the CiviCRM plugin Commented Jan 26, 2022 at 11:36
  • what would be idea is to have access to the case dashboard from a front page Commented Jan 26, 2022 at 11:43
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    Why can't you use the CiviCRM interface. Using permissions you could hide all the menus and components that they don't need. Otherwise it seems that you'd need to reinvent a lot of functionality.
    – Mick Kahn
    Commented Jan 26, 2022 at 14:42
  • Might be worth looking at some of the case extensions in CiviCRM, we have a few very similar requirements for organisations that uses case and the case extensions have helped greatly reduce the complexity/UI issues. Worth a shot before you get into too much dev. Also try the data processor extension for creating your own llistings etc, excellent extension! Commented Jan 26, 2022 at 17:11


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