Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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1answer
34 views

Version 5.31.0 seems to break the CiviCase Extension

We have the CiviCase (uk.co.compucorp.civicase) extension on our site. It's updated to the latest commit (52d0fbf31c5f4b4fe2a2523c9cec42bfbbec1e58). It was working fine in 5.30. However, when I ...
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1answer
13 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
26 views

Adding a column for Document Links to the Activity table in CaseView

In the CiviCRM Case View, I want to add another column to the Activities table. Right now, the last column contains some links ("View", "Edit", "Delete") and one link to ...
0
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1answer
17 views

Adding a field to the Create Activity Form

I'd like to change the form that opens when adding an Activity to a Case (depending on activity type). Specifically, I'd like to add a field. I tried finding the fields I want to change in sites/all/...
1
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1answer
28 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 ...
1
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1answer
42 views

Create array in Smarty template

I want to modify the Smarty template sites/all/modules/civicrm/templates/CRM/Case/Audit/Report.tpl. I want to complement an existing foreach expression with comparing the incoming variable $group....
1
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1answer
37 views

Change permission to “Print Report” in CiviCase

I want to modify CiviCase so that every user with the right "view my cases and activities" can see and use the "Print a Report" button in the Case View. Right now, this is only ...
0
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1answer
24 views

Unable to manage CiviCase cases

I've installed CiviCRM, and made sure my Drupal 8 role settings give Admins full permissions for CiviCRM. I am able to create cases for constituents, but cannot do anything else such as add Activities,...
2
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2answers
19 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 ...
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, ...
2
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2answers
27 views

Change the layout of CiviCRM > CiviCase Dashboard > Find Cases

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 ...
4
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3answers
58 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 ...
2
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1answer
23 views

CiviCase Issue when viewing case file

I'm having a major issue with Civicase, Anytime I try to view or search for a case file, I'm getting an error. I have no problem creating new case files, I have no problem creating new case types, ...
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1answer
15 views

civiCase missing relationships to reports and new system category

I am getting errors about a missing case relationship to reports: [error] $Fatal Error Details = Array ( [callback] => Array ( [0] => CRM_Core_Error [1] => exceptionHandler ) [code] => -19 ...
1
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1answer
19 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 ...
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1answer
54 views

How do I request an issue to be moved to the paid issue queue when I did not create the issue?

I'm wanting to move this issue to the paid issue queue from gitlab. I'm not exactly sure what the steps are since I have not started the issue. https://lab.civicrm.org/dev/core/-/issues/1400 Are only ...
2
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1answer
52 views

getFieldValue failed upon organizing a case

When clicking on "manage case" in the case tab of any contact, I get the error message "getFieldValue failed". I can use all other parts of CiviCase, but don't see a possibility to ...
1
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1answer
30 views

CiviCase: Migrate historical logs

Since installing the new CiviCase extension (very nicely done, btw!), we see the following warning in our System Status: This database includes ~10 historical activity revisions based on the legacy ...
2
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2answers
97 views

Can I get a list of contacts without created case?

I'm wondering if it's possible to get a list of contacts without a created case (even if the case is closed). We have a workflow when some beneficiaries "apply" to be "active ...
1
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1answer
24 views

Word limit on Case Details

After updating to CiviCRM 5.27.0 on Drupal, a user reports that pasting large text content in the "Details" box in CiviCase activities cutoff the text. Is anyone else seeing this issue?
1
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0answers
39 views

Wordpress role permissions to access (administer) their cases?

I have a "volunteer" role that could be assigned as a case role. At the same time I've configured that role with: access_my_cases_and_activities, basic_case_information and other general ...
3
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1answer
12 views

Any way to catch the user hitting “cancel” or close on Print/Merge form - as activity list does not refresh?

The particular issue I am trying to deal with is that the print/merge form (Export Document on Manage Case) does not refresh the civiCase activities list. This is because the user never "saves&...
1
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1answer
41 views

CiviCase dashboard shows cases for invisible contacts

iam using CiviCRM 5.25 and Drupal 7.71. I have a bunch of acls running to limit the access to contacts, so with using CiviCase it controls the limited access for case managers to contacts, or more ...
1
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1answer
26 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, ...
1
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3answers
56 views

civiCase emails don't use case tokens?? Print/merge does? What am I doing wrong?

I have templates that use a range of tokens from the contact and the case, including standard case tokens and custom fields. i.e. {contact.display_name}   {case.id}   {case.subject}   {case....
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0answers
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 ...
2
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1answer
37 views

'DB Error - No Such Table' — CiviCase in Drupal 7

I have a Drupal 7 + CiviCRM database with CiviCase. This is a fairly new install. I would say CiviCRM was installed fresh about 3-4 months ago. As of now, CiviCRM has been upgraded to the latest ...
3
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3answers
92 views

CiviCase: How to handle confidential cases

I have the following use-case: employees usually have access to all cases in CiviCRM, but occasionally there can be a sensitive case that must only be visible to users with a higher permission level. ...
2
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1answer
14 views

Finding another case manager's cases

Is there a way of using advanced search to find another case manager's cases? I find the reports really complicated but would like to find another person's cases so I can update the notes. It's really ...
4
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2answers
50 views

Editing a submission on Drupal Webform - not updating CiviCRM

I've got a webform that creates a Case and two Contact Records (one of whom is logged in as authenticated user). I want to allow the user the ability to edit the webform. I've tried two options: ...
2
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1answer
53 views

What's the best way to update ambiguous relationship types?

On some older sites we are now getting warnings relating to ambiguities in relationship set ups. What is the best way to change the relationship settings without affecting existing relationships? ...
0
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1answer
11 views

'Cases' option missing in Advanced Search - how to correct?

'Cases' are missing in Advanced Search (usually the last search item). The last 2 items I have are 'Mailings' then lastly 'Events'. I can't see any configuration option that sets this, so am puzzled ...
2
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3answers
76 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 ...
2
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1answer
40 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 ...
1
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0answers
18 views

Civicase not appearing in Spark despite being enabled

I have purchased CiviCRM Spark and have walked through the set up list. I have activated civicase and it isn't appearing on the menu at all. I've logged in and out three times and waited at least two ...
1
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0answers
20 views

CiviCase and Drupal Webforms

Kind of related to my last question earlier today, I'd like to send a link to someone who has completed a webform but does not have a user account, and ask them to make changes/improve their responses ...
1
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2answers
84 views

CiviCase + CiviRules + Tokens

I would like to trigger an email to a particular Role on a Case (not the Client) when a Case Status is changed. Is this possible? I've added the CiviCase Tokens Extension, and I can create a message ...
1
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1answer
38 views

How to assign Drupal's system roles to Case Role in CiviCase

I would like to Use CiviCase to manage my cases. I find that the Case Roles can be assigned to update the case. However, the Case Roles are not the Drupal's system user roles. (e.g. Administrator) ...
2
votes
1answer
34 views

Incoming Grants: CiviGrant or CiviCase?

A new non-profit is asking which component is best for tracking incoming grants, and tracking them at a more detailed level (with activities, maybe even tying the final incoming contribution to the ...
1
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2answers
35 views

Unable to manage case tags

Im getting this error when attempting to add tags to a case. If I create a case and add tags at the same time, they get added. If I subsequestly try to remove a tag, no problem. If I subsequently ...
0
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3answers
42 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, '...
0
votes
2answers
47 views

Why are activities to do with a case hidden from contact records?

I have a case and it has some activities which are assigned to Betty. But when I visit Betty's contact record the activities are not listed there, neither is the case, in fact there seems to be ...
1
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1answer
30 views

What are the pros and cons of using external xml files for CiviCase configuration?

In CiviCase since 4.5-ish there's been an admin screen for configuring case types. Before that it was done using external xml files, and they will still work. What are the pros and cons of each method?...
2
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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 ...
2
votes
1answer
37 views

Why no record locking in civicase?

I haven't tested all the parts of civicase, but so far I have found that updates to activities, the main case record and custom fields are not locked. Two users can update the same information with ...
2
votes
1answer
31 views

Reassigning Case Role Gives DB Constraint on Membership

I recently moved to a new webhost with Drupal 7 and upgraded to CiviCRM 5.21.0. Everything seems to be working fine, I have no errors in the Administration Console. However, when I go to cases, and I ...
1
vote
1answer
31 views

How do I set a “Case Type Category” in the Compucorp CiviCase extension

I see that the Compucorp CiviCase module adds a new "Case Type Category" field to the database. However, I can see no way through the user interface to change it. This means, e.g, that I can't add ...
1
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1answer
43 views

Users with 'view own cases' permission can't access resolved cases

I have noticed that users with the 'view own cases' Drupal permission are getting an access denied error when they try to access their own resolved cases. They can access open cases no problem. Users ...
1
vote
1answer
19 views

Is there a function or extension that shows one view in a case containing the content of the Summary and Details fields of all activities

We are seeking to show, preferably in the management of a case not as a separate report, a list of the Summary and Details fields of all activities in a case. The goal is to promote the use of cases. ...
2
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0answers
37 views

Civicrm Angular Module system generated files keeps growing exponentially

Does anyone know why the angular-modules system generated files in the contribute/dyn keeps growing at en exponential rate. Also clearing the cache doesn't seem to delete these files. We have more ...

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