Questions tagged [activity]
The activity tag has no usage guidance.
80
questions
2
votes
0
answers
45
views
Is it possible to filter activity date by 'most recent'?
I'm running a SearchKit with 2 stages:
Firstly, find contacts who completed a specific activity within a certain date range. Easy.
Then, for those contacts, pull results for other activities completed ...
- 21
1
vote
1
answer
21
views
Case Activities Hanging No Such FIeld
I'm on Drupal 7, CiviCRM 5.57.2. Lately, I've been cleaning up a lot of custom fields in by deleting and adding new ones. I have one case activity type with 112 fields across three custom field sets (...
- 1,173
1
vote
1
answer
38
views
Confusion about CiviRules > Trigger for 'Source', 'Target', 'Assignee'
This question comes off the back of a (now answered) question I asked previously about FormBuilder and email routing.
I setup a CiviRule to trigger and perform some actions when a specific activity is ...
- 59
1
vote
1
answer
38
views
The table civicrm_activity includes an incorrect constraint
After updating CiviCRM I get the above warning. The Link added to the warning "Learn how to fix this" leads to this page https://lab.civicrm.org/-/snippets/85 which does not describe how I ...
- 419
1
vote
0
answers
31
views
Dealing with assistants and schedulers: Can you setup a rule that when emailing someone, their assistant will also get the email?
This was partially discussed before, but it's been so long, I am making a new post.
What is currently happening: Assistant or scheduler for a person registers their boss, using the scheduler or ...
- 3,352
1
vote
1
answer
82
views
large civicrm_activity table
Our civicrm_activity table is large - about 1 GB, but there are only 170,000 rows. Is this normal? I'm surprised that this many rows should need such a large table. Thanks.
- 1,278
2
votes
1
answer
99
views
Issue with API CSV importer and activity imports
WP 6.03, CiviCRM 5.51.3, API CSV importer 1.1. I'm attempting to import an activity via this extension since I need to include the assignee (which isn't included in the standard activity import). ...
1
vote
0
answers
27
views
Activity Tokens in SMS via Civi Rules
I'm trying to set up sms reminders for activities. And am trying to configure this with CiviRules.
For example, a client has an initial assessment with our youth service. I want to send a reminder ...
- 2,037
1
vote
1
answer
25
views
Wrong activity status when public sign up for a volunteer opportunity
After registering for a given volunteer opportunity with the public signup form, an activity record is created with an activity status = completed. In a test installation of mine, the status is ...
1
vote
0
answers
15
views
Repeat Activities
The final confirmation screen of repeat activities isn't being generated when following the instructions in the user guide and the activities aren't being generated in the system. Has anyone ...
- 11
0
votes
1
answer
22
views
CiviCRM Icon Spins for Activity
When one clicks the Activity tab on a contact's profile, the CiviCRM logo icon just spins and nothing happens. It does not show the activities for any contact. It used to work before.
All the ...
- 43
1
vote
1
answer
50
views
Rules/guidelines for email to activity processing?
CiviCRM 5.45.6, Drupal 7. Client is using email to activity processing but is having intermittent failures with it. I've reviewed the Civi docs and while they explain how to set up the functionality,...
2
votes
1
answer
36
views
Is it possible to report on deleted activities/
Is it possible to run a report on deleted activities? There's an is_deleted flag in the civicrm_activity table which isn't exposed by search kit and I can't find any is_deleted flags set to anything ...
- 4,720
0
votes
1
answer
61
views
How can I add activities information in the email sent by civirules?
I have a rule to trigger based on when an activity is added and send an email. I would like to add the content of the activity i.e. activity type, description in the email sent by civirules. Is it ...
- 2,938
2
votes
1
answer
99
views
How do i open a case when a specific activity is added
How can I create a case with a set case type when a specific activity is added to a contact or a contact is added to a particular group?
New contact joins using WordPress integration form.
A new ...
- 39
0
votes
1
answer
16
views
Activity import gets the century wrong
When I import activities from a CSV using a date format that includes a 2-digit year (for example, mm/dd/yy), dates such as "01/18/22" get imported as January 18, 1922 instead of January 18, ...
- 1,057
2
votes
2
answers
95
views
Rename multiple choice option sets
I'm fairly new to using Civi (building with it on a WordPress site) I'm creating a load of custom fields for several new activities that we need to replicate forms we use. I've created a multiple ...
- 53
2
votes
1
answer
59
views
Activity - custom date format display incorrect
I've added a date and time field to an activity ('departure date'). The problem is that it steadfastly refuses to display as anything other than YYYY-MM-DD HH-MM-SS even though the custom field is ...
- 4,720
2
votes
1
answer
36
views
Civirules send email action creates activity in UTC time
I have a rule with the trigger "Case activity is added". This activity is an "Alert" activity, and when is created, the action "Send E-mail to contacts on a case", sends ...
- 53
2
votes
2
answers
31
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 ...
- 2,938
1
vote
2
answers
43
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 ...
- 339
1
vote
1
answer
31
views
Marking Activities with Priority "urgent" in another color
In the CiviCRM system I work on, activities created for a specific case can have the priority "normal" or "urgent". This attribute is set by the user when creating the activity ...
- 463
0
votes
1
answer
20
views
Why is this Activity Search failing?
Activity Search is failing every time for this install (Search/Find Activities) no matter what search parameters are used. The problem is the following SQL error:
SELECT count( DISTINCT ( ...
- 4,720
2
votes
2
answers
38
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 ...
- 163
1
vote
0
answers
22
views
Problem with civiReport/Activity Summary
When I run an Activity Summary Report I get a 'Count' for each 'Activity Type' by Status.
My issue is that when I click on that count I get a syntax error report. Should I not be able to see the ...
- 11
4
votes
3
answers
72
views
How can I access an activity's grouping value in CiviCases?
I've only started trying to change some features of an existing CiviCRM database in a testsystem (using CiviCases). So I am still a beginner, I excuse myself if this is a silly question, and any hint ...
- 463
2
votes
2
answers
58
views
Is there a way to remove text formatting when copy and pasting text into Activity details section?
Some information that I add into Civi to record activities may be copied and pasted form a word document, an email etc. This looks fine on the activity when reading it on Civi, however when pulling ...
- 21
1
vote
1
answer
29
views
How to set a Task or Communication in Compucorp new CiviCase
After creating new Activity Type either Task or Communication, I cannot see them in the Option for new Task or Communication. Even after the Caches cleared, the Task remains empty and Communication ...
- 553
1
vote
1
answer
44
views
New 'Contact Exported' and 'Activity Exported' activity
One of our clients has noticed that every time they export a contact (Adv Search or via a Report) an activity is created against each contact of type 'Contact Exported' with the date and the staff ...
- 371
3
votes
1
answer
26
views
Save before custom fields load overwrites with blank record
Is there a patch for this.
I have an activity with quite a lot of custom fields and lookup fields. The loading of the custom section takes quite a time, but the Save button is already displayed.
If ...
- 201
2
votes
1
answer
58
views
email activity - any solution to being able to preview like print/merge document?
When using the single email activity (not civimail) is there a way of previewing the email - with the tokens replaced - like in print/merge document?
I had a quick fiddle with coding a button for it, ...
- 201
1
vote
1
answer
25
views
Manually add Membership Renewal Activity
For one client I have a member who anticipated his renewal and for a reason I don't understand, CiviCRM didn't add a 'membership renewal' activity. Because I have rules triggered by this new activity ...
- 2,543
1
vote
3
answers
46
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?
- 497
2
votes
3
answers
85
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 ...
user7094
3
votes
2
answers
65
views
Is there an extension to limit activity types to contact types?
We have a custom activity type that should only be added to contacts of a specific contact subtype (ie activity targets must be of given contact subtype)
Is there an extension to enforce this?
- 12.9k
1
vote
2
answers
44
views
How can I search contacts and run a report of contacts with no activity
I'm struggling to find a list of conatcts with no activity records, could someone help me on how to achieve this?
- 11
0
votes
3
answers
62
views
Activity get API3 does not return case activity
Im using API3 to get activities
My code is
function hook_any_activity_get($cid,$type) {
$params = [
'contact_id' => $cid,
'activity_type_id' => $type,
'sequential' => 1,
'...
- 1,312
1
vote
1
answer
26
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 ...
1
vote
1
answer
33
views
Search only the last activity created
How could I search for X activity type custom field and only return the last activity created if the record has more than 1 X activity type?
I envision creating a smart group out of this data.
My ...
- 3,501
0
votes
1
answer
23
views
Action "send mail" not available for new contact
Activity type id=8 (send mail) is shown for all contacts.
We made a new contact today, and "send mail" did not shown up in the activity drop down.
We don't have any idea where to look first, because ...
- 493
3
votes
1
answer
65
views
Can't delete or update contributions in CiviCRM 5.13+
So, I can't delete or update contributions from CiviCRM 5.13 or 5.15, either through the UI or the API (v3).
This is the backtrace:
{
"error_code": "already exists",
"sql": "DELETE FROM ...
- 362
3
votes
1
answer
75
views
Why are duplicate activities being created?
I have a client who has noticed that some activities that they create are being duplicated. I can see solid evidence of exact duplicates - apart from the id in the activity record. In the activity ...
- 4,720
3
votes
1
answer
64
views
Add Email Follow Up to Meeting Completion
When completing a Meeting Activity, at the bottom where you can Schedule Follow-up, would it be possible to add Email to the "Schedule Follow-Up Activity".
Thanks.
- 705
1
vote
1
answer
88
views
Can I export custom data from a Contact, an Organization and an Activity in one export?
I am trying to set up a custom field mapping to export after I search for Activities. I would like to export data associated with the Activity, but also include data from the Individual Contact and ...
- 11
2
votes
2
answers
36
views
Activity changes individuals busy/available status
I'm looking to use CiviCRM to - in part - manage our team of around 50 volunteer translators. Once a volunteer has agreed to take on a translation, staff will set an activity, so that we can keep a ...
- 477
1
vote
1
answer
38
views
What is the best approach for displaying / modifying behavior of Activity Subject & Custom Field?
I have several custom fields in for a CiviCRM Activity ("Client Need"). Which of the following scenarios would be the best approach for me to sort and view Activity Summaries? And how would I go about ...
- 157
4
votes
1
answer
47
views
Is this a bug in civicrm/case/activity/view breadcrumb?
Disable popups in display preferences.
Find a case eg civicrm/case/search?reset=1.
'Manage' the case to open it.
Click on the activity Subject, goes to eg civicrm/case/activity/view?...
2
votes
1
answer
66
views
Cannot edit CiviCase Activity Status from list view
From the List view of CiviCase Activities of a case, I cannot edit the "Status" of an activity; the drop down flashes and then goes back to current status. To edit, I have to click "edit" and go into ...
4
votes
1
answer
197
views
Email-to-activity processing – create Activity at future date
I would like to be able to set tasks on a Contact using the Email-to-Activity processor. This would allow me to set Scheduled activities on a Contact in CiviCRM, like:
Follow-up with Sally in two ...
1
vote
1
answer
123
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 ...
- 35