Questions tagged [activities]

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

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2answers
19 views

Case Activity Reporter vs Creator

We have a backlog of activities that we hope to enter into our CiviCRM cases. We hired an individual to do data entry, but we want to distinguish between the "case reporter" (person who ...
2
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2answers
66 views

Limit contacts in "Assigned to" field of an activity to a specific group

I need to limit available contacts in the "assigned to" field in a specific activity to only a specific group. For example, I only want contacts in the "staff" group to be ...
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1answer
62 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 ...
3
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1answer
65 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 ...
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1answer
28 views

Assigning existing activity to case via api fails silently - is deprecated activity revisions necessary?

Gurus, it seems that api3 civicrm_api3('Activity', 'create', [ 'id' => 1234, 'case_id' => 12, ]); does not assign the activity to the case. From my reading of funtion ...
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2answers
160 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 ...
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0answers
14 views

Activity Access Control - Restrict to contact group

Using Civi 5.38 on a WordPress site We use 3 levels of user role which I manage through the WordPress Access Control screen. I want to retrict some of the acitivities within the roles and am using the ...
0
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1answer
19 views

For activities of type Email, how do I get the id for the activity just created during hook_civicrm_postProcess?

Normally during hook_civicrm_postProcess, you can get the id of the just created activity from $form->_activityId. For activities of type Email, I can't see how to get the activity id. Am I just ...
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2answers
26 views

Custom Data Set - Field Limit

I am using Civi 5.38 on a WordPress site. There have been multiple custom data sets created and used for Activities which have all worked fine apart from the most recent set which needs 70+ fields ...
3
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3answers
123 views

Error when accessing Activities for contact (after upgrade to 4.7.2)

When a management user tries to open Activities tab for a contact he gets error message Error that I see when I try to trace it: API permission check failed for Case/getcount call; insufficient ...
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1answer
13 views

Including contacts that have done multiple activities in one search

I'm trying to build a list of people who did one specific activity (which was send an email) that have done other activities as well (trying to find activists). How do I build this list? Trying to ...
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0answers
13 views

Attachments missing from an applicant profile while I attached these documents to their profile while filling a form

When I filled a web form for an applicant, I attached some documents files too that can be viewed in an activity but when I opened the applicant contact profile their attachments are missing not ...
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2answers
40 views

Which tokens are available for activity?

I want to send a reminder to the assignee of an activity and I want to add in the message the phone number (preventing the assignee to log into CRM and spare clicks). I found these tokens from here: {...
2
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1answer
64 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 ...
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1answer
20 views

CiviCRM Entity and editing or viewing activites

I'm just curious if anyone has done work with CiviCRM Entity and activities. I was considering whether it makes sense (or is even possible) to have people edit certain activities from Drupal rather ...
4
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4answers
433 views

How do I setup a webform so that an existing activity in a case is updated?

Here's the scenario: A user submits a webform that creates a case. An administrator assigns a role in that case to a second user, and edits a specific activity (activity ID = xxx) in that case to ...
2
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1answer
21 views

Is it possible to create a token in hook_civicrm_tokenValues that retrieves the name of the creator of a non-mass-mailing?

One of our staff team has recently requested a new token be added to civi mailings that allows the name of the sender of the email to be automatically added (for use in the signature at the foot of ...
0
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1answer
17 views

Getting an error while viewing an activity. How to resolve it?

` Blockquote Sorry, due to an error, we are unable to fulfill your request at the moment. You may want to contact your administrator or service provider with more details about what action you were ...
3
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1answer
25 views

I have a list of contacts exported in an Excel. Now I want to adding the same activity to all of them

I've exported a list of approx 200 contacts from Civic, including contactname. I'd like to add in one go the same acticity (i.e. delivery of a brochure) to all of them, avoiding to add that activity ...
2
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2answers
25 views

How to add an activity for the contacts generated via a report?

I have a list of contacts from a contribution report, and I would like to add an activity based on the latest result from the report. My first thought was to have a "action link" to update ...
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2answers
30 views

Can I dump all Caldera form submission data into the "details" of a CiviCRM activity?

Caldera will email all form submission data in an email. Can I have that same form submission data added to the details field of CiviCRM activity records? I don't see a tag to be able to do so from ...
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0answers
15 views

Extra blank lines in email saved in activities

When an email is sent with the non-bulk method, the copy of the email saved in the activity has extra blank lines at each paragraph end. Whilst not a big issue, it makes reading less easy because you ...
1
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1answer
80 views

Activity Duration in Hours extension NOT working for CiviCase

Currently using CiviCRM Version 5.31 (Wordpress Version 5.5.3) Installed the extension to change Activities Duration from Minutes to Hours https://lab.civicrm.org/extensions/activityhours The ...
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0answers
24 views

Assigning activity to an entire group without doing the search beforehand?

What would be the easiest way to a get the Record Activity screen prefilled with the contacts from a group without having to search before hand? I wanted to add a link to the menu which would give me ...
3
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1answer
78 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 ...
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1answer
31 views

Email-to-activity processing: how to ignore cc

Autofiling inbound emails as activities via EmailProcessor is a really nice feature. However for some CivCRM users it would be nice to have (always and system-wide) only filed activities for the FROM ...
1
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1answer
51 views

Can you use VBO to update activities on cases?

I'd like to be able to bulk update the status of activities (that happen to be on a case) from a view. I can get the status to update but the problem is it loses the Case ID along the way. For example,...
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3answers
53 views

Need to see latest incoming messages

we are a small charity who would like to see all the latest incoming enquiries from our website in one place when we log on to civicrm in wordpress. We have created a general enquiry form (Caldera ...
0
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1answer
12 views

Avoid an activity entry for each recipient contact of a mass mailing

We are facing a huge database growth as we send newsletters to a growing recipients list. The newsletter is sent with CiviCRM Mail to a contacts group. I realized that the biggest table in our project ...
0
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1answer
19 views

Sort function for Activities in CaseView

I want to sort the Activity Types that appear in the dropdown menue in CaseView, when clicking "Add Activity". It should be sorted according to a determined order (based on frequency of use)....
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2answers
24 views

CiviMail User Information Not Displayed

When I add a person to the CiviCRM "Assigned to" section, that person receives an e-mail. However, the data in the tables containing the user information does not appear, instead the code is ...
2
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2answers
23 views

Icons are not populating to be selected for Activity Type Options

Until today I have been able to change or add an icon to an Activity Type. Now when I click on the icon, the Choose Icon box pops up with a search dialog and the option for no icon but I'm not seeing ...
1
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1answer
21 views

Report of activities with sums on custom fields

I am quite new to CiviCRM but I have programming skills with Drupal so I am looking for a best practice for our needs - and if programming is needed I would appreciate any links / information / hint ...
2
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1answer
17 views

CiviCase activities: cursor jumps in wrong order

Iam adding a new activity within a case, filling out only the fields A) subject B) details. Then going to change the status and clicking in, the cursor jumps back to subject. If i change the flow, ...
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1answer
82 views

Membership Pay later and Activity Renewal

I don't understand why, for a first membership, when a member chooses the "Pay later" option s.he gets a new activity "Renewal" recorded once the payment is manually added by the ...
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0answers
16 views

Post Patterns, Adding Custom Fields to Subject Area

Post Patterns, I Want To Add Custom Data To The Subject Area. By info "Custom tokens (based on custom data) can be added for organizations as well. These tokens will not be displayed in the list ...
2
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1answer
52 views

Can CiviRules assign an activity?

I am successfully triggering on "Activity is added; Trigger for Activity Source" and updating the status of the activity. Now I need to assign the activity to the Source contact in the ...
0
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1answer
39 views

What is the purpose of logs for activities in civicrm_log table?

I am struggling with a large database and try to find ways to reduce data mess. I really wonder why there is no scheduled job to delete old log entries from civicrm_log but this is not my question. ...
0
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1answer
37 views

Custom Fields for Activities not getting Prefilled by a Drupal Webform

When I setup a webform to update existing activities, and I give it cid and activity1 parameters in the URL, the webform loads up contact information and core activity information, but not the custom ...
2
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3answers
78 views

Is there a way to separate audit activities from "real" actvitites in a case?

In the "Activities" section of case management, real to-do items are mixed with the audit activities that are recorded for documentation purposes. This is irritating to some users. Has anybody found ...
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0answers
22 views

Has anyone figured out how to use activity end time on a webform instead of duration?

I've installed civi for many organizations and every single one of the groups would prefer to select an end time for activities instead of duration. Ideally I'd like for them to enter the activity's ...
2
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0answers
47 views

Is there a CiviCRM extension or functionality similar to what Doodle or when2meet provide?

I've used Doodle.com and when2meet.com for scheduling meetings, and wondering if there is an extension that works similarly, or built-in functionality, for CiviCRM. Both sites allow a user to create ...
2
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1answer
37 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_{...
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3answers
40 views

Not seeing engagement index option when adding activities

I'm not seeing an option to set engagement index when trying to add activities? Do I need to enable it somewhere first?
7
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4answers
238 views

Can you change your default 'Activity Status' for adding a new activity?

Can you change your default 'Activity Status' for adding a new activity? We use completed far more than scheduled...
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1answer
31 views

Add/update activity date time using webform

Is it possible to use webform to update the activity date and time using webform?
2
votes
3answers
218 views

Prefill webform with civicrm activity data

I want to prefill a webform with data from a specific CiviCRM activity in order to edit the activity using the webform. I want to do this by having an "Edit" link in a Drupal View of CiviCRM ...
1
vote
1answer
42 views

API CSV Import -> for ActivityContact -> invalid value for record_type_id

Using API CSV import to try add entries to the civicrm_activity_contact table -> running out of ideas as to what I need to use for record_type_id (see screenshot) - any other ideas are welcome! Trying ...
2
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1answer
25 views

extension ACL for activity types error "[] operator not supported for strings"

WP 5.3 civi 5.19.3 php 7 select contact record - error as follows: "Fatal error: Uncaught Error: [] operator not supported for strings in /home/leepngo/public_html/wp-content/uploads/civicrm/ext/biz....
0
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1answer
16 views

When adding an activity, a new contact can be created, but it only asks for name and email. How to configure (add fields)?

When a CiviCRM user adds an activity, there is an option of adding a new contact through a pop-up (instead of selecting a contact). I can't find any documentation on whether/how this form can be ...

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