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Questions tagged [activities]

CiviCRM's means of keeping track of all sorts of interactions with contacts: e-mails, meetings, donations, event attendance, etc.

5
votes
1answer
38 views

When a Case is set to Closed we would like all un-Completed Activities on the Case to have their Status changed (eg to Cancelled

anyone have a working model of this. we thought about drupal/civi rules but may just add in an extension. seems to us that it could be quite a generic solution, after all, when a Case is Closed you ...
2
votes
1answer
28 views

Manage Case ─ display activities in chronological order

Joomla 3.9.2 CiviCRM 5.12.0 On the Manage Case page, the activities are now displayed in a clever order (overdue first, then the rest in newest-to-oldest order). I can imagine that this makes sense ...
2
votes
2answers
28 views

Activity Separation field- set an option as default

When you record an activity with multiple target contacts, the Activity Separation option appears. When it first shows it is not immediately obvious that this is a required field. One of our clients ...
1
vote
2answers
23 views

Updating a Case Activity using API

With case activities, the Activity Create API seems to create a new revision of the activity. Is there a way of using the API to update a case activity without adding a new revision? My code ...
1
vote
2answers
31 views

Create Case using API via REST - no “Open Case” activity created

I'm using the REST interface and the create case API to create a new case. The case is created, but no activities. In particular, no "Open Case" activity is created as I would have expected. No entry ...
1
vote
1answer
14 views

How to identify case activities in find activities or advanced search

In Activity Detail Reports I can set a filter to include or exclude case activities. Is there a way of filtering activity searches in a similar fashion?
1
vote
2answers
38 views

City / Town Selection Problem

I am using the City / Town option. However, county information is not available when I choose any province. When using information from provincial cities in Turkey availiable. No county. Is it a ...
3
votes
2answers
41 views

Remove Unnecessary Fields from Contact and from Activities

There are areas where an Individual record is opened or used in the Activities. I think there should be an option for their removal. For example when creating individual records; We have not used the ...
1
vote
1answer
49 views

CiviCRM report for Case activities listing Case data

I would like to generate an Activities report (eg upcoming scheduled activities) which includes case data (eg case ID, case Subject, case Role contacts, case custom fields) of the case to which each ...
1
vote
1answer
17 views

Activity list is not showing in contacts after upgrade to latest civicrm 5.9.1

Activity list is not showing in contacts after upgrade to latest civicrm 5.9.1 I enable SQL debugging and its shows last query: SELECT COUNT(DISTINCT(tbl.activity_id)) as count FROM ( SELECT ...
1
vote
0answers
15 views

wordpress/civicrm mobile optimi2ed themes

The existing thread is stale (2017), a lifecycle ago in internet terms. Seeking theme which enables contact search/edit/update functionality and activity add via mobile theme. civicrm mobile access ...
2
votes
1answer
29 views

Tokens not evaluated in Activities

I have used tokens in a template for sending out as emails and as a mail merge documents. It seemed that while the emails sent and the documents downloaded have their tokens correctly evaluated, the ...
3
votes
1answer
30 views

CiviCRM Views Showing Wrong Custom Data

I have a strange Views problem. I'm on Drupal 7 and CiviCRM 5.4.0. I produced a View of case activities by showing several custom fields, one custom field called "placement". The placement field has ...
1
vote
1answer
26 views

Items not showing up on activity log

It appears that, following the last upgrade, items which previously showed on an individuals activity log now don't show up. A colleague sent out an email which was assigned to a case. The email ...
0
votes
2answers
49 views

CiviCRM view activities permissions

I have a role to view contacts in a particular group granted through CiviCRM view ACL permissions (/civicrm/acl?reset=1) but even though the role can see all contacts in that group, when trying to ...
2
votes
1answer
37 views

Filing activities on closed cases

In Civi 4.6, when you filed/moved and activity to a case, you could choose a closed case from the list. In fact, there was a conditional to show closed cases with a strikethrough. In 4.7, when ...
0
votes
0answers
9 views

How to restrict contacts that can be assigned to an activity? [duplicate]

Two of my clients would like to be able to restrict the contacts that can be assigned to an activity. This is because they handle highly sensitive information and it would be potentially disastrous ...
3
votes
1answer
42 views

Activity - Send a Copy Email

When filing an activity in CiviCase, there's the option "Send a Copy" to people listed in Case Roles. The email is sent correctly. However, when I "reply" to the email, the address of the sender is a ...
1
vote
1answer
24 views

How to allow a user 'edit' on activities?

Users have ACL 'edit' access to a group, and can access the contacts in the group OK. They can create an activity, but then cannot edit it - for each activity they just get 'View' and 'File on Case' ...
2
votes
0answers
18 views

Can activity tags be included in activity reports or exports?

tags have been added to a variety of activities by a user over the last few months. Now they want to include the tag details in a report. As far as I can see activity reports can filter by tag, but ...
2
votes
2answers
26 views

What is the best way for an end user to get all the contact and activity data from the database?

Our group is using CiviCRM to house membership data for a small food cooperative. We've lost our web developer and we're trying to get all of our data out of CiviCRM with only the user interface ...
1
vote
1answer
25 views

Activity search by subject - advanced search vs activity search

I've noticed the upgrade to the activity search now lets you search either the Subject or details of an activity (I'm in Civi 5.5.3, Drupal 7.59) which is great but on the Advanced search screen it ...
1
vote
1answer
19 views

Civi 5.6.0 - wrong css z-index on Activities page when creating/viewing activity

CiviCRM 5.6.0 Joomla 3.8.12 php 7.0.32 On the activities tab of a contact, when you create or view an activity, the panel which pops up is displayed behind the black CiviCRM menu bar, and also behind ...
1
vote
1answer
21 views

Activitiy's email content - how is it generated and can it be changed?

When assigning an activity in CiviCRM to a contact using the field "Assigned to". Unless deactivated those contacts get send an email. My question is, how this email is generated - is there a ...
2
votes
0answers
22 views

Timeline not working as before in case activities after upgrade from 4.7 to 5.1

I have a scenario in civicase > Case Types with a Timeline with multiple activities inserted in the following way: Activity Status Reference Offset Select Meeting Scheduled Meeting 7 Newest Meeting ...
2
votes
1answer
19 views

No contact names in activity emails but only name_{contact_id}. Why?

The emails that are sent by civicrm 5.5.3 (but had same problem with 5.4.1) to a an assigne of a case activity don't have the names of the client, assigne, etc but only a signpost made up of name_{...
0
votes
1answer
29 views

Civirules: how to move contact into NEW group XX days after added to group

I want to automatically move Contacts from my "New Organizer" group to my "Active" group 90 days after the Contact is ADDED to the "New organizer" group. I have created a pipeline to track the stages ...
3
votes
1answer
56 views

Network error when viewing individual activities

I can view a profile, view all the activities, but when clicking 'view' to view the details for the individual activity I get 'Network error, unable to reach the server. Please refresh this page in ...
1
vote
1answer
30 views

Updating an activity using the API

I'm looking at the API and the options to update an Activity are struck through. Is there a way of updating an activity with the API? COUld someone point me in the right direction? Thanks
3
votes
1answer
114 views

As of 5.4.0, Activity Search gives an empty result set - patch is available

We just upgraded our CiviCRM sites to 5.4.0 and found out that Search | Activity Search always leads to an empty result set. We're on Joomla 3.8.11 but I see the same result on the demo civicrm ...
1
vote
2answers
76 views

Create an activity when a specific profile is submitted?

I'm sending out a profile to contacts with a checksum - they are not logged in when they submit it. Can i create an activity for that contact when the profile form is submitted? So far i've run into ...
0
votes
3answers
77 views

Smart Group Features Extension to Memberships, Events, Contributions, Activities,

I have a lot of Organisations, each having their own Administrator(s) who manage their own memberships, events, contributions, activities, ... (that I predefine for them) I would like those ...
1
vote
1answer
67 views

Activity Permission - Prevent User to View Other User Activity - CiviCRM

I'm asking about activity permission in CiviCRM. I've tried to search by default functionality to prevent user to view other user activity but i guess there is no feature to do this. This is the case ...
3
votes
1answer
49 views

Bug?: Repeat activities won't accept edits after 4.7.31 upgrade

We've noticed that we cannot edit recurring activities after upgrading to 4.7.31 on WordPress 4.9.4 running PHP 5.6.34. On making a change to any activity in a series and hitting "Save", we get the ...
1
vote
1answer
32 views

Show Activity Source Contact in a Drupal View

I have created a Drupal view which is used to show any emails sent through CiviCRM to the currently logged in contact. To list the emails, the view shows activities for that contact where the activity ...
1
vote
1answer
46 views

Can't use activity table in join query for update

In our set-up we have custom fields associated to activities, the value of which is computed periodically by scheduled job. The job executes a query that reads something like: UPDATE ...
5
votes
1answer
30 views

Should new Scheduled Reminders (based on Activity Type = Email) send out to Emails created in the past?

Steps: Created a Scheduled Reminder (SR) for Entity = Activity Type = Email Status = Completed When = 1 hour after Activity Date Time Recipients = Activity Assignees When this was saved I created ...
2
votes
3answers
84 views

Why is inbound email activity uneditable in case activity list?

If I send an email to the configured inbound email address it correctly creates an activity. I can see the activity in the activities list on my own contact and on the contact connected with the ...
1
vote
1answer
41 views

How to add a secondary Case Role that has access to Activities they are not 'on', eg ones that existed before they were added

We want to add a secondary case role that is similar to Case Manager with slightly less permissions (eg cannot change/add case roles, can't delete case etc). We have a relationship that can be added ...
2
votes
0answers
44 views

CiviCase Timelines with Activity subjects

It would be great if, when creating a new timeline for a Case type, the "Add Activity" dialog could display the activity subject field for input. At the moment, if you want to differentiate between ...
-7
votes
2answers
55 views

Is there a deliberate crippling of CiviCRM in order to generate income for development?

The headline is sensationalistic, I know. But on a more rational level, I'm new to the Civi scene but I've dealt with other open source software and have not yet found any that seems to have such a ...
3
votes
1answer
60 views

What can be done to improve loading of Activity searches and tabs on databases with gazillion civicrm_activity_contact rows

Digging in to why one of our larger clients is suffering more from slowness of Activity searches or loading of Activity tab for contacts. Comparing it to other dbs what stands out for this database ...
3
votes
0answers
54 views

Activity Tab takes much time to load on civi 4.7.29

The activity tab on the contact summary page takes much time to load and list the activities. Below is the time-consuming query which takes around 20-25 sec each for the contacts having ~50 activity ...
0
votes
1answer
57 views

How to recover deleted (?) activity

I think I may have deleted a bunch of activities by accident. Here's what seems to have happened: I had "Activity X" scheduled to occur every Saturday from 6/10/17 to 12/30/17 As 2017 rolled along, ...
1
vote
1answer
32 views

Adding individuals' event attendance as activity for employer?

Is it possible to set up Civi so that when an individual attends an event, it also shows up as an activity for their employer? I'd like to be able to get an overview of how many people from an ...
1
vote
1answer
36 views

CiviVolunteer Interest form actions

I've installed CiviVolunteer and have a public facing interest form at http://example.org/civicrm/volunteer/join But all this seems to do is create a contact. It doesn't put the contact anywhere that ...
2
votes
1answer
70 views

DataTables Warning: Cannot view Activities after upgrade to 4.7.28

I cannot view Activities on a Contact's Activities Tab, or my activities on my CiviCRM Dashboard. In both cases I receive the following error: DataTables warning: table id=DataTables_Table_0 - ...
2
votes
0answers
34 views

Can an Activity input profile “remember” details from the previous Activity submitted?

Newbie here, powered by CiviCRM 4.7.28 on WordPress. The closest prior thread I could find is here. The use case is high school students self-reporting classes completed and corresponding grades. I ...
1
vote
1answer
58 views

Error exporting activities: Unknown column 'activity_priority.label' in 'field list'

I upgraded a site last night from 4.7.13 to 4.7.27, and there's now an error when exporting activites. The error is: Unknown column 'activity_priority.label' in 'field list']"] I see where this part ...
4
votes
1answer
33 views

How to stop CiviCRM deleting a scheduled follow up activity when the original activity is deleted

Apologies if this has been asked before. It's been a long day and I can't see anything similar in search results. When using schedule follow up activity to create an activity, the follow up activity ...