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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14 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 ...
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1answer
13 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 ...
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1answer
15 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
55 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 ...
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1answer
63 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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2answers
113 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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1answer
59 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
59 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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15 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 ...
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3answers
111 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
37 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 ...
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1answer
23 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. ...
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1answer
29 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 ...
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3answers
75 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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21 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 ...
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0answers
39 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 ...
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1answer
36 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
34 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?
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4answers
194 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
25 views

Add/update activity date time using webform

Is it possible to use webform to update the activity date and time using webform?
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3answers
170 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 ...
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1answer
26 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 ...
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1answer
21 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....
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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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1answer
32 views

Not receiving email from Scheduled Reminder for Activity

I am attempting to set up a Scheduled Reminder for Scheduled Activities (CiviCRM 5.20.2/Drupal 7). I have a Scheduled Reminder set up as follows: This is setup to send to the Activity Assignees, 0 ...
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19 views

Misleading behavior when importing activities

This is on CiviCRM 5.24.1, just installed. The behavior of the Import Activities page is odd. On the Preview page, Step 3 of 4, the buttons Previous, Import Now, or Cancel are displayed. However, no ...
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1answer
12 views

Activities not displaying and weird json message

civi 5.9.13 WP 5.2.2 civi In a contract screen activities tab no activities are listed error popup says "DataTables warning: table id=DataTables_Table_0 - Invalid JSON response. For more information ...
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1answer
37 views

Case Activity does't respect 'Do not notify assignees for'?

When submitting activity from case, assignee contact still gets email even though the activity type is included in 'Do not notify assignees for' setting under Display Preference. However it obeys the ...
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1answer
25 views

Where is CiviPetition currently documented please?

My online searches for CiviPetition guidance have so far found only nine year old articles which lead to dead ends? Is petition functionality still supported in the latest version of CiviCRM? Can ...
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17 views

How to email admin to notify of a scheduled activity

Apologies if I have missed a completely obvious bit of documentation. I want to automatically send an email to our admin users if they schedule a phone call for a later date. Eg, if an admin user ...
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1answer
31 views

Permission to see Campaigns in Activity search criteria

When I (admin) go to Search > Find Activities, the criteria includes a selector for Campaigns. Authenticated users, however, do not get that option. See the snippet below from such a user, in my ...
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3answers
44 views

Finding people with multiple activities

We have a client who will be recording people who attend theatre productions. These attendances will be recorded as CRM activities (imported in bulk). The client would then like to search for people ...
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1answer
27 views

CurrentUser function in Reports?

I'm wondering if it is possible for the "Assignee Name" field in a report to have a Current User function. My goal is to create 1 report for the CiviCRM Dashboard where users can see all the ...
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3answers
50 views

Send an email to activity targets when activity is created via the API

This feels like a simple one but I am not sure if there is a way to do this. Does anyone know if you can automate an email to a activity assignee when the activity is created and include activity ...
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1answer
82 views

Case activities are not shown in activity tab but appear in the filter

In the Activity tab for a contact, case activities are not shown. I would rather they were, but I can live without that. But in the filter for including and excluding activity types from the view, ...
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1answer
13 views

Can you change Added By information via a profile?

5.21.1 D7 Is it possible to change who added an activity/contribution - someone was logged in as someone else and well - its been an internal problem to say the least. I am being asked to change the ...
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2answers
31 views

Recording activities - case or contact summary page?

Is it better practice to record activities in the case rather than on the contact summary? If so, why?
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24 views

Deleting the Upload Folder at Specific Times

When we create an activity, we sometimes add files to these activities. The added files are mostly jpg, png or pdf files. However, these files have a single use. In other words, I do not need to keep ...
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2answers
30 views

Get a view of upcoming activites for cases

I am using the lastest version of CiviCRM in the latest version of Joomla I am trying to use CiviCase to manage workflows but I find the interface counter intuitive I want to see a list of my ...
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1answer
28 views

Automated emails generated from activities from address

Is there a setting by which all emails from civi will have the same 'from' address? Specifically I am thinking of activity emails, where an activity is added by someone, and currently all emails sent ...
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2answers
37 views

Preventing Concurrent Activity Creation

I want to use CiviCRM in a new project right now. In this project, it is necessary to assume an activity. So before creating an event for xxx individual registration, this xxx individual transaction ...
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1answer
85 views

Send scheduled reminder to group

I am trying to send an Activity-triggered scheduled reminder to a group. These contacts will not be otherwise associated with the Activity. Recipients > Send to group doesn't seems to be working and ...
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8 views

Invoicing for daily attendance

We have members / service users that attend either a daily or weekly service. What is the best way to invoice individuals for services attendance?
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1answer
17 views

List all recent activities

I'm a newbie with CiviCRM.. sorry if my questions sound stupid. As I understand, activities are central to this CRM. Yet, I can't find a quick way (e.g in the menu) to display all recent activities. I ...
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1answer
69 views

does anyone have a recipe for a Drupal 8 Views Calendar to show civi events or civi activities

Title pretty much says it. want a View Calendar for Civi Event and also for Civi Activity using drupal 8 Was following the second recipe at https://evolvingweb.ca/blog/creating-events-calendar-drupal-...
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3answers
311 views

How to build a profile using Activity data

I need a logged in user to be able to add an activity but Civi keeps telling me "Profile search, view and edit are not supported for Profiles which include fields for more than one record type." Here'...
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0answers
33 views

Add 'Activity Filter' Option

I want to add a Activity Filter Option that filters the activity down to the "Assigned To". in the ActivityFilter.php i have added this line of code: $assigneeDefault = CRM_Core_Session::...
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2answers
39 views

How to control which activity types show up in dropdown when creating new activity

I cannot figure out why some activity types display in the dropdown when adding a new activity, and others do not. For example, on the demo site, I can see that there are many (16 in the screnshot) ...
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1answer
32 views

Is something missing in Activity search?

In Advanced search I see the radio buttons With, Assigned to and Added by. However there is no option to enter any person's name. Is there something missing on interface level in Activities section ...
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1answer
18 views

Disabled activity still auto-populates

I've disabled certain activities that we do not want to keep track of (Record merged, for instance). Yet, when I merge a record, the activity is still automatically created. How can I prevent this ...

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