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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.

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19 views

Why can't I see links to custom file uploads when viewing an activity record?

Running version 4.7.6 (but this has been the case for us for some time now): We are using activities in cases to upload a range of documentation for a given case that we are working on. The uploads ...
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1answer
28 views

In 4.7 a contact's activites are in ascending date order: should that be descending?

In previous versions of CiviCRM, a contact's activities were listed most recent first on the Activities tab of their record. This is handy for seeing what they've been up to recently. In 4.7 they're ...
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60 views

Why are some Activity Types with component = Contact hidden, e.g. “Inbound Email”?

In some contexts, the list of Activity Types is filtered so that some are hidden. I'm not referring here to filtering out Activity Types defined for CiviCase only: I'm just considering those whose ...
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1answer
89 views

Trouble getting Activity Information with api

I'm trying to get Activity information via the API, but have run into two issues: I cannot seem to filter by a date stored in a custom field. I've tried formatting the date multiple ways ('Y-m-d', 'm-...
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3answers
199 views

Deleting vs. Disabling an Activity Type

I am wondering what the difference between deleting and disabling an activity is? I would like to clean up the activity field options drop down menu to only reflect the ones we would like to continue ...
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1answer
69 views

Can webform-civicrm cause an Activity of type Email to actually send the email from CiviCRM

Scenario is users who are not accessing civi but are doing it all via Views and Webforms. I created a webform contact 1 is logged in user contact 2 is 'target' Activity is of type Email Outcome I ...
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3answers
76 views

Edits not saving in Case Activity Tab since 4.7.4 upgrade

If I edit an activity (eg the date or the status) in the Activities tab of the Manage Case page, I get the confirmation message "[activity name] saved". But the edit is not saved. This problem only ...
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2answers
166 views

Calendar of Activities for CiviCRM 4.7.3 on Wordpress 3.8.5?

Is there a way to get a calendar view of Activities for CiviCRM on Wordpress? I can easily get all of them in a sequential list using Find Activities or the dashboard widget, showing all the ...
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1answer
54 views

Activities pane on Manage Case page

Does anyone know how to make the Case activities in the activities pane display in ascending order by default (earliest first)? At the moment, they appear in descending chronological order (latest ...
3
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3answers
105 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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52 views

What are the optimal settings to enable a Drupal webform to create a case and populate an activity within the case?

I have a case configuration that includes a specific activity type (lets call it activity type A) in the standard timeline. This is useful for users who want to create and manage a case directly ...
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1answer
99 views

CiviCase Users Unable to Edit & Add Activities on Cases They've Been Assigned [duplicate]

We have assigned the Wordpress Access Control permission “CiviCase: access my cases and activities” to a variety of users who we want to assign case roles to. The description of “CiviCase: access my ...
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37 views

How can I count and display the count for petition questions/activities

I have a petition. It has 3 questions which have 3 possible answers each. eg Will you back my campaign to do X? answers: yes/no/not sure I would like to be able to quickly display the results of my ...
3
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1answer
139 views

Users with Case roles cannot edit activities assigned to them: is this a bug?

first post so please forgive any netiquette transgressions. I'm following the guide https://civicrm.org/bug-reporting to get confirmation this is a bug. Version: 4.6.12 (also present in 4.7.1) CMS: ...
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2answers
124 views

Fatal error when including certain custom fields in Activity Report

I noticed that a couple of our reports had broken after the update to 4.7 (on Drupal), and trying to recreate the reports brings up the same error, with a message saying 'DB Error: no such field' ...
3
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1answer
74 views

Formatting tags shown in activity view

It seems that any activity created in 4.7.1 (not sure about earlier 4.7 versions) sometimes shows all formatting tags when viewed. I reproduced this both in Wordpress and Drupal demos by creating a ...
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2answers
51 views

Deleted flag missing from activities returned from API when getting by contact id

I would like to fetch activities by contact_id and only return non-deleted activities (or, failing that, return them all but filter them afterwards by is_deleted). But I find that passing is ...
4
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1answer
140 views

How do I edit activity forms?

I find that in many case some of the default fields on activities are not relevant. what's the best approach to editing the templates so that I can control what fields appear on activity forms?
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1answer
58 views

How to show CiviCase activities in client Actions dropdown?

I would like to create an extension that pulls in activity types from CiviCase and allows creating those activities against a client record using the "Actions" dropdown on the Client Summary page. If ...
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2answers
119 views

Check custom data field value change to trigger activity status change

How would you recommend to check data change (with pre and post values) on a custom field (attached to a case) and then to mark an activity in that case as completed? I have looked at hooks like ...
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0answers
23 views

List and change client activities assignee and dates

I want to create a profile[?] where I: select a client then list all the activities for a client, sorted by date, where I can assign/change the staff member assigned to the activity and change ...
5
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2answers
94 views

Merge related activities and related groups options not available in merge contacts

We've recently upgraded a site to 4.6.10 When merging duplicate contacts the options to merge activities and groups (and tags and events etc) are missing. I've tried merging a couple of dummy ...
3
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1answer
53 views

How to find users that have taken more than one action?

We want to identify the most active users (eg. those that register to several events, or made several contributions, or signed several petitions). Is there already a report or a custom search that ...
5
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1answer
237 views

How are timezones handled in CiviCRM?

We were running into issues with how CiviCRM activities are showing in Drupal Calendar (Views). Drupal is adjusting the provided activity date/time based on the user configured time zone. For us, this ...
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2answers
50 views

Is CiviCRM right for a non-profit medical group?

Would CiviCRM be appropriate for a 501(c)(3) medical group practice's philanthropic endeavors?
3
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1answer
33 views

When importing activities can you use an external id?

Is there a standard way to import activities with an external identfier in the same way as contacts to help us identifiy what has been previously imported. otherwise, I guess we would just have to ...
4
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1answer
149 views

What is the status of the make it happen for permissions on activities and cases?

The make it happen listed here is something we're interested in having. What does it mean to be a "confirmed" make it happen? Is this particular capability coming soon? (I emailed the make it happen ...
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1answer
72 views

Is it possible to show scheduled meetings in an Outlook calendar?

I am working with an organisation that would like to show scheduled meetings and other activities in an MS Outlook calendar. The activities should show as calendar items in the calendar of the staff ...
6
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1answer
88 views

Restrict contacts available to be assigned to an activity

We're looking to restrict the contacts that are available when assigning an activity. Has anyone done this before? The email function is really useful, but due to the sensitive nature of some of the ...
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2answers
80 views

How to include individual information within organization record

I admin a CiviCRM 4.6 site running on Joomla 2.5. It's a company-based membership organization, and we're looking for a better way to keep track of prospect activity. Here are a few considerations: ...
2
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1answer
50 views

Export Activities associated with CiviCase

We're currently discussing whether it's possible to use the activities recorded in a Case (including the scheduled activities in a timeline), export them into Excel and convert it into a Gantt chart, ...
2
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1answer
100 views

Disable automatic activity email to assignee

Is there a way to disable the activity summary email that is automatically sent out to the activity assignee? Thanks
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1answer
60 views

Why are Activity Imports failing with error message “source contact id not valid”?

I'm running a monthly activity import into a site (4.4.13) [I realise it's due an upgrade to LTS] We have a standard csv tempalte, and existing field mapping. And have been using the same method ...
4
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1answer
161 views

Activity Report in Views

On Drupal 7, how would you display a list of CiviCRM activities and show the two types of contacts (the activity related to the client and the user who created the activity)? Views is pretty tricky ...
4
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2answers
432 views

When should I use activities vs. events?

If I have a weekly (free) meeting and I want to track attendance, is it better to use an activity or an event to do so? What are some of the pluses and minuses of each? Please define the differences.
2
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3answers
100 views

How can we rank contacts in league tables based on 'points' for completing Activities, attending Events, having a Membership, etc - “gameify” CiviCRM?

I want to create "league tables" (rankings based on "points") - similar to the user rankings that Stack Exchange uses - for contacts who have participated in Events, completed various Activities, have ...
4
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2answers
100 views

Remove Default/Standard fields from activities

is it possible to remove some of the default/standard fields for activities? For example, when creating a new activity type it includes "location" as a standard field. However, you can't search or ...
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2answers
32 views

Why does Assigned To: for an Activity to any admin, and only one other user not work since 4.6.7?

We're on 4.6.9 and Drupal 7. Ever since the changes to, then the rollback of, Access Control Levels (ACLs) /user permissions in 4.6.6/4.6.7/4.6.8 (see here), I can Assign To: an Activity to all users ...
2
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1answer
54 views

For CiviCampaign - how can I enable any user to see Canvass and other Activities entered by another user via a webform?

We're on Civi 4.6.9, Drupal 7. I've installed and am using the CiviCampaign component. I like it. I've used the Canvass activity type added by CiviCampaign in a webform, created using the webform-...
2
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1answer
50 views

How do I rename an activity used in CiviCase?

I have this problem on CiviCRM 4.6.8 with Joomla, and reproduced on the demo server. If I rename an activity (from Administer->Customize Data->Activity Types) used for a Timeline within CiviCase, I ...
3
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2answers
198 views

How can I update a particular activity/case via a webform?

Here's the use case: A user submits reports via a webform on a frequent basis. Each time they submit a report the webform creates a new case, and populate a custom activity type with the data that is ...
2
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3answers
130 views

How do I search for Activity Attachments?

Drupal 7.39 CiviCRM (in this case 4.6.7) We can't find any way to search for activities with attachments. Am I missing something obvious? Similar to this question: Search contacts with attachments
2
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1answer
55 views

How would one go about creating a workflow for activities?

I'm thinking something like the following: Employee enters an activity entitled Check Request and submits it. It is automatically submitted to his/her supervisor(based on preconfigured rule). ...
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4answers
148 views

Civicase activity table default options

I would like to change two aspects of the Activities table on the Civicase summary screen. Change the default number of rows to be shown from 10 -> 100 Also have a filter to automatically hide the ...
4
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1answer
72 views

How to fetch activity including custom fields using API

I hope this is a useful question + answer. I feel it's necessary to document some, um, quirks, of the API v3 around Activities and custom data, because as a developer this took me ages to figure out. ...
2
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1answer
68 views

Warning when importing contacts/activities

warning pop up note when importing contacts or activities, same warning on the drupal demo site, go to contacts -> import contacts/activities: 'Upload max filesize ('upload_max_filesize') should not ...
2
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2answers
186 views

Webform created for case activity and multiple case types

Drupal 7.39 Webform Civi Integration version 7.x-4.11. Just noticed that for contacts with multiple open case types, a new activity submitted via a webform does not always go to the correct case type....
4
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2answers
204 views

How to increase limits on activity attachments?

Current (4.6.7) limits say that an activity can have up to 3 attachments, each being less than 2MB. I need more, and a bigger file size limit. What are the obstacles to achieving this? I can't see ...
1
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1answer
48 views

Is it possible to create multi-record custom fields on Activities?

Has anyone found a way to create multi-record custom fields on Activities? We have an example where a single activity can contain multiple funding sources and need to be able to enter them into the ...
0
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2answers
83 views

Why am I getting “Column not found: 1054 Unknown column 'civicrm_activity.source_contact_id' in 'field list'” on Activity View after upgrade to 4.6.7?

For the past few upgrades I've needed to apply a fix for activity views detailed here: https://forum.civicrm.org/index.php?topic=33513.0 Today I upgraded to 4.6.7 and got the same error, but when I ...