Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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Civisualize for CiviCase not work

I have referred to the following: https://77.68.13.56/blog/civisualize-civicase https://github.com/mountev/civisualize/commit/4810617d23f5a64b95ada1671d4e90b3c164a096 The SQL inside can get the data ...
Nick's user avatar
  • 31
1 vote
1 answer
40 views

Adding Custom Fields to Open Case Screen

I have created a custom data set of items to open a case that I was hoping would show in the new case screen: But these fields are not showing up in the open case area nor are they showing in the ...
Mary's user avatar
  • 145
1 vote
0 answers
21 views

Email reminders for a case

I’m using Civi 5.68.1 on WP. I want to create auto reminders for the case ahead of a deadline, which is stored as a custom field on the case. I assume Scheduled Reminders would have been the obvious ...
Itamar's user avatar
  • 31
0 votes
1 answer
19 views

How to direct users to the case they just created using FormBuilder?

I’m using FormBuilder to create cases. When the form is submitted, I want the user to find themselves in case they just created. I don’t understand well enough the syntax of internal pages’ links or ...
Itamar's user avatar
  • 31
1 vote
1 answer
18 views

CiviCase: Activities duplicated when filed

Recently, when filing an Activity to a Case file, the Activity is being duplicated; one copy is filed as expected, the other is not filed and a prefix "Filed on Case XXX" is added to the ...
Simon Thornton-Wood's user avatar
1 vote
1 answer
23 views

CiviCase Timelines based on specific values of fields

I’m new here, so sorry if I’m asking something too obvious, but I couldn’t find an answer in Civi manual to it. The manual stats that “…if one of the activities in your standard timeline is a medical ...
Itamar's user avatar
  • 31
1 vote
1 answer
26 views

Is there a more upto date guide for civicase?

I'm currently trying to learn more about how to make civicase work better for us but there is only the https://docs.civicrm.org/user/en/latest/case-management/ available which I understand is out of ...
cbrgal's user avatar
  • 11
0 votes
1 answer
30 views

Best workaround for volunteer database with training journals

I’m hoping to create a volunteer section that will record and report on personal details, work location and training courses status etc. It was suggested that CiviCase would be the best option, ...
Paul Bertrand's user avatar
1 vote
1 answer
30 views

"malformed locale" error when merging document

We're using CiviCase as a project tracker and document generator. It has been working fine, but I had to recently move the site to a new server. The directory structure, domain, database all stayed ...
kapn's user avatar
  • 897
0 votes
1 answer
29 views

Participants vs Activities vs Cases for custom functionality

I plan to add some semi-custom functionality and I'm not sure if the best way to implement this would be through participants, activities, cases or perhaps even something else. Here is a sketch of ...
Lars SG's user avatar
  • 4,008
1 vote
1 answer
31 views

How to disable edit of all contact but allow creation of case?

I wish to create a role that is able to view all contacts, but unable to edit the contact details. However, this role should be able to create cases. I have tried the disable the access on "Edit ...
Cas's user avatar
  • 73
1 vote
1 answer
24 views

Providing Case Link on Message Template

Upon assigning a role on a case, I wish to be able to send an email to the role. The email should include a link to the case. However, I am having trouble identifying what should the link be. The link ...
Cas's user avatar
  • 73
1 vote
1 answer
272 views

error "Cannot add TextRun in TextRun." when generating docx file in CiviCase

I have customized CiviCase for a client who is using it to manage project grants. Things have gone pretty well overall. There are many custom fields and several related document templates in use. &...
kapn's user avatar
  • 897
1 vote
1 answer
29 views

Meaning of "Search Cases with Upcoming Activities" in "My Cases" dashlet

For a case with overdue (not yet completed) scheduled tasks, checking the "Search Cases with Upcoming Activities" in the "My Cases" dashlet correctly displays the next upcoming ...
gillenpj's user avatar
  • 171
2 votes
1 answer
64 views

Link to Case from SearchKit Table Display

I'd like to build a report in SearchKit/Afform to replace the default Case tab so that I can organize cases by type a bit better but I can't figure out how to add a link to open the case in the table ...
ezeisloft's user avatar
2 votes
1 answer
17 views

How do I see CiviCRM variables in Netbeans using xDebug?

I'm trying to use Netbeans and xDebug to read some CiviCRM variables, but I am thus far unable to even see any CiviCRM variables in Netbeans. xDebug (version 3) does seem to be connecting to Netbeans ...
TheNunnceler's user avatar
1 vote
1 answer
40 views

SearchKit: search for Cases with criteria relating to a custom field

In SearchKit, I am trying to search for Cases which have a specific value assigned to a custom field ("Case Subtype"), or for which the custom field is not populated. I don't seem to be able ...
Simon Thornton-Wood's user avatar
0 votes
1 answer
56 views

is it possible to restrict access to one particular case case type?

I am unable to find an answer to this, so hoping someone will be able to point me in the direction of a solution.... We work with vulnerable older adults and as such may occasionally have to record ...
Bern's user avatar
  • 29
1 vote
0 answers
17 views

Is read only access available for cases

My client needs some users to have read only acccess to contacts, but for activities and cases this doesn't look to be possible. There seems to be nothing to provide view access only for cases. I ...
Andy Clark's user avatar
  • 4,775
1 vote
1 answer
63 views

"Open Case" page customization?

I did some significant customization of CiviCase over a year ago for an agency I work with. It was all through the front end with custom fields and the like, not any programming at the time. They ...
kapn's user avatar
  • 897
2 votes
1 answer
31 views

File on case no longer works by Case ID

I've been testing CiviCRM 5.57.4 and noticed that I can no longer type in the Case ID when searching for the case to file an activity to. (I'm in Drupal 7) In version 5.45.7 it was still working. I ...
RayWright's user avatar
  • 2,488
1 vote
1 answer
38 views

Enable CiviCase component programatically

I am working with CiviCRM 5.59.3, and a drupal module that integrates with CiviCase. How can I check if the CiviCRM component is enabled and enable it if it is disabled? I need to do this with php.
Binary Alchemist's user avatar
1 vote
1 answer
22 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 (...
Kristine's user avatar
  • 1,173
1 vote
1 answer
32 views

CiviCase Dashboard exports all cases instead of the results

If I start at the CiviCase dashboard, select "All Cases", then select a Status - I get the search results that I would expect. Something like all the cases of Type X that have status "...
zip's user avatar
  • 163
0 votes
0 answers
27 views

How might I add Cases to Contacts in bulk?

I am building new workflows and want to add Cases to Individual Contacts retrospectively. Is it possible to add Cases in bulk (ie one Case of Type "XXX" per selected Contact)?. I would then ...
Simon Thornton-Wood's user avatar
0 votes
1 answer
21 views

Conditional Allow Contacts to create or add a new case

CiviCRM Noob here... I have the requirement to allow for contacts/individuals to file a request for benefit. I have a case and timeline created. My question is how does the contact initiate the case ...
Eldon Leeburstroghm Allison II's user avatar
1 vote
2 answers
68 views

Advice on implementing workflow, involving opening new case for contact created by profile

I would like to implement the following workflow: a "potential church volunteer (PCC)" fills in his or her details in a profile hyper-linked to from a WordPress website. This creates a ...
gillenpj's user avatar
  • 171
1 vote
2 answers
55 views

Is it possible to open a case for a (smart) group of contacts?

I've defined a smart group and I've defined a case type. And now I'd like to open this case type for all contacts in a smart group. Is this possible? The alternative would be to click into each ...
gillenpj's user avatar
  • 171
1 vote
1 answer
30 views

Change CiviCRM extension (module) names

I want to change the Case extension/module name from Case to Tasks in CiviCRM and not sure if it is possible. Having worked with SuiteCRM, I know this can be done but not sure where in Civi this is/...
sixfootjames's user avatar
1 vote
1 answer
46 views

CiviCase notes available only to self and manager, not other workers?

Am I able to have case workers that can create a confidential note in a case, and these notes would not be available to any other workers (only the manager). And also it needs to prevent with View/...
jsherk's user avatar
  • 541
1 vote
1 answer
59 views

Using CiviRules to create a Case on a Contact record

I'm trying to use CiviRules in WordPress to create a new Case for contact records using a Field Value Comparison (when a custom data field "is not empty"). My test cases are confirming that ...
Rainer's user avatar
  • 11
1 vote
1 answer
42 views

How can I search for contacts without a specific Activity Type?

I have created an Activity Type "Ceremonial" to attach to Contacts via Cases, which I am using to track qualifications we have awarded, honours we have granted and Fellows that we have ...
Simon Thornton-Wood's user avatar
1 vote
1 answer
83 views

Search Kit search for cases and roles

On search kit I am trying to create a table with case related information in it (e.g. case status, case type, country). To achieve this I have created a 'search for cases' with the relevant filters ...
Elianne's user avatar
  • 11
2 votes
1 answer
66 views

How can I use CiviRules to update case status based on age of case (set to inactive or similar)

I want to use Civi Rules to make older cases have their status automatically updated to something appropriate like 'inactive'. I found https://docs.civicrm.org/civirules/en/latest/basic-example-hints/#...
Tom Rosenbloom's user avatar
1 vote
0 answers
36 views

Creating new Case from anonymous webform

I can't seem to set up a Drupal Webform that creates a Case any more for Anonymous user. I have a webform that creates a couple of contacts and adds a case. When I use the form as an admin, everything ...
Jon Halle's user avatar
  • 181
0 votes
1 answer
37 views

Link a Case to a Contribution?

Is there a way or does anyone have a current extension that allows us to link a specific Contribution to a specific Case? We'd like to be able to report on the contribution amounts we have received ...
Paul B's user avatar
  • 787
2 votes
1 answer
37 views

Displaying closed cases in the dashboard

I'm using compucorp's fork of civiCase. Nice! Currently in the case manager page, only active cases are displayed (as confirmed by the "Satus: All open cases" placeholder). I'm trying to ...
Laurent Arnoult's user avatar
2 votes
1 answer
40 views

Trying to bulk update cases through finding them and profile

Steps to Replicate: Find Cases Select All cases Choose update cases from task options Choose profile to update Hits an error with DB Error: syntax error, was able to replicate on https://dmaster....
FullStack-Dev's user avatar
4 votes
2 answers
106 views

Cannot change cases via Drupal Webform after CiviCRM update

We updated two different Test systems with the CiviCRM Security Release (5.50.0, 5.49.4, 5.45.6 ESR) from 1st of June 2022. One test system has Drupal7 and CiviCRM 5.49.4, the other one has Drupal9 ...
emma's user avatar
  • 463
1 vote
1 answer
35 views

Duplicate Relationship error even though Contact B values are different

I want to create some Relationships of type "Case Coordinator" via API Call in CiviCRM. When I create two relationships with the same contact_id_a, relationship_type_id, is_active and ...
emma's user avatar
  • 463
4 votes
1 answer
63 views

Reassign Role in Multiple Cases

What is the best way to reassign a case manger for multiple cases in CiviCase? For example, a case manager is leaving the organization and we need to reassign these cases to a new person. I can go to ...
Kristine's user avatar
  • 1,173
0 votes
1 answer
48 views

How can I find CiviCases that have no Case Contact via the CiviCRM UI

Title kind of says it. I found some Cases with no Case Contact in the db. Tried Find Case and Case Reports etc but not sure I can see a way, even when knowing the Case ID, that I can find the problem ...
petednz - fuzion's user avatar
  • 28.2k
1 vote
1 answer
28 views

Proximity search in a set of case results

When I used the advanced search screen, displaying results as contacts I can get proximity and case criteria to work together (for instance anyone 50 miles from zip code 12345 with an ongoing facility ...
RayWright's user avatar
  • 2,488
0 votes
1 answer
66 views

Caldera form, civi case and custom fields integration

I've set up a caldera form which collects information and creates a Civicase. I've managed to set up the form which is collecting information as a particular case type called 'Get involved'. I've ...
k tindle's user avatar
1 vote
1 answer
42 views

"Find Cases" Page Not Found

It suddenly appears that my users get a "Page Not Found" when they click on the "Find Cases" link. It works for me as an admin, but I can't figure out what user permission is ...
Kristine's user avatar
  • 1,173
1 vote
1 answer
37 views

CiviCase extension not displaying non-case activities in contact summary screen

Ive installed the CiviCase extension - ie the one provided by colemanw, version 5. Works fine, except on the normal activities tab. Clicking on that loads placeholders for the default listing, which ...
Tony Horrocks's user avatar
2 votes
1 answer
102 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 ...
Dan's user avatar
  • 39
1 vote
1 answer
26 views

Why do my site permissions mean a volunteer user role can see activities in the Activity tab, but then not see them when moved to case?

Civi 5.42 D7 I have set up a case system for our organisation to allow "Volunteer Counsellors" to access civi, see the clients they are allocated to and manage their clients' cases. The &...
Craig Almond's user avatar
  • 2,037
3 votes
2 answers
76 views

Limit search of Activities to Cases for which I am the coordinator

The search specified below (image and Query Info > API below) works brilliantly. It shows all activities and their corresponding cases where the Activity is "open" (i.e. not Completed nor ...
wil_SRQ's user avatar
  • 693
0 votes
0 answers
24 views

Creating a front page for case workers

I am trying to create a web form for our caseworkers to be able to use in WordPress, instead of having to go into CiviCRM, but I don't know how t do it, or where to start. Something like being able to ...
Dan Johnson-Morris's user avatar

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