Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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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 ...
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  • 1,109
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1 answer
23 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 ...
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1 vote
0 answers
15 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 ...
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  • 2,366
0 votes
1 answer
31 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 ...
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1 vote
1 answer
31 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 ...
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  • 1,109
1 vote
1 answer
20 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 ...
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2 votes
1 answer
60 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 ...
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  • 21
1 vote
1 answer
22 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 &...
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  • 1,839
2 votes
1 answer
46 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 ...
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  • 607
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0 answers
22 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 ...
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1 vote
1 answer
16 views

Case member to a single case

How can I add more members to a specific case? Use case: We have group of people working on a case however these groups won't have same members everytime. How can add group of people specific to a ...
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0 votes
1 answer
20 views

Activity Time Incorrect in Drupal Views

I just created a Drupal 7 Views report to show the date and time when the user created a case activity. The date is correct. However, I entered this activity at 11:09 am this morning, but Views show ...
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  • 1,109
1 vote
2 answers
75 views

Multiple "Mail delivery failed" Emails

In the past month, I've been receiving a lot of junk/spam emails from CiviCRM. The email is titled "Mail delivery failed: returning message to sender" with the message: This message was ...
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  • 1,109
2 votes
2 answers
28 views

Problem creating a CiviCase via online form

I want a user to be able to order various stickers from our website. They are distributed for free, but in exchange we request photos of where people put them. To track the whole process of ...
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  • 31
1 vote
2 answers
55 views

It is possible to receive an alert when we have an action planified?

I would like to receive a notification when I plan a future action in Civicase ? For exemple, if I plan to call a prospect next monday, is it possible to have at 9 am an alert on the following monday ...
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1 vote
1 answer
38 views

How does one add different client contact types (categories) to the same case?

We have 'Allow Multiple Case Clients' enabled on our CiviCRM instance. Before we upgraded to the current version, we were able to add different contact types (individual and organization) to the same ...
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0 answers
26 views

Can I use civi import/export to update a set of activities and attach them to cases?

I'm updating a set of activities in CiviCRM. previously these have been recorded ad-hoc on the database, but in future they'll be part of a case. To update previous details and bring them into the ...
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  • 1,839
1 vote
1 answer
22 views

Sending CiviCRM outgoing SMS on a case

It doesn't appear that CiviCRM can send an outbound SMS via an activity on a case. The outbound SMS activity shows as a normal activity, rather than the send SMS screen. Is this normal / expected ...
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  • 479
1 vote
2 answers
50 views

How to split CiviCRM multiple database values with SQL?

The CiviCRM database stores multiple values as a varchar field (a string with separator characters). For example, the IDs 3, 9 and 15 are internally saved as #3#9#15# (where # is in fact the character ...
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  • 379
1 vote
1 answer
24 views

CiviCase: Don't Change Status to Resolved on Final Activity of a Sequence?

We have Case Types that only use sequences. For these cases, once we mark the last activity in the sequence to Completed, the Case automatically gets set to Resolved (even if Resolved is not an ...
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  • 753
1 vote
1 answer
34 views

How to get $activity_id or $case_id variables in HOOKs when cron job execute in Joomla?

How to get $activity_id or $case_id variables in HOOKs when cron job execute in Joomla? I have 2 functions in HOOK for CiviCase function joomla_civicrm_tokens(&$tokens) function ...
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2 votes
2 answers
26 views

Case Activity Reporter vs Creator

We have a backlog of activities that we hope to enter into our CiviCRM cases. We hired an individual to do data entry, but we want to distinguish between the "case reporter" (person who ...
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  • 1,109
1 vote
1 answer
31 views

Assigning existing activity to case via api fails silently - is deprecated activity revisions necessary?

Gurus, it seems that api3 civicrm_api3('Activity', 'create', [ 'id' => 1234, 'case_id' => 12, ]); does not assign the activity to the case. From my reading of funtion ...
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  • 1,272
1 vote
2 answers
69 views

Which CiviCase? Compucore or V5?

I am trying to understand which is the 'latest' version of CiviCase to upgrade to, is it: https://github.com/compucorp/uk.co.compucorp.civicase or https://github.com/civicrm/org.civicrm.civicase Can ...
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  • 193
1 vote
1 answer
24 views

Public case overview via checksum

Does anybody have a clue how to provide a personalized (id & checksum) case overview for clients in civicrm and drupal. I'm stuck with webforms, formprocessor, contact overview and profiles (all ...
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  • 1,272
3 votes
1 answer
28 views

Is there a way to insert Case Type definitions?

I have a Drupal/CiviCRM instance (v 5.19.3) that I have inherited. It seems much of the custom work was done prior to version 4.6. And then it was upgraded to 5.19.3 without updating the ...
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2 votes
1 answer
44 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 ...
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  • 4,244
2 votes
1 answer
28 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 ...
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2 votes
1 answer
26 views

User cannot sort the cases using 'most recent'

On Find case result screen, when sorted using 'Most recent' column get DB error. Is this know error? Type DB_Error Code -19 Message DB Error: no such field Mode 16 UserInfo SELECT ...
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2 votes
0 answers
33 views

No instantiation of Case tokens in mails sent by CiviRules

I am trying to send emails (with case tokens) with CiviRules but I do not get the tokens instantiations. The environment: I use CiviRules, Compucorp CiviCase. I have activated email Api extension, ...
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  • 21
0 votes
1 answer
20 views

Workflow for managing duplicate cases

We've found an issue where a member of staff has created a new case for an existing contact instead of adding an activity to an existing case (Training and documentation is being addressed) But it ...
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  • 1,839
0 votes
1 answer
33 views

Drupal Views and Case Relationships

I'm setting up a vew of cases of type "x" and using views relationships to pull in cases relationships such as "Case Worker for" Client- as well as client details. If, I have a ...
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  • 1,839
1 vote
1 answer
130 views

Civicrm - Expense extension [unable to edit expenses]

Having trouble to figure out whats wrong with the edit expense function as it always return a blank page. What could be the issue? I extracted the error code from the error log. My setup environment: ...
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  • 43
0 votes
0 answers
41 views

Documenten document extension - backfilling documents

I was testing out the functionality of the Documenten extension as it looks promising. (We use CiviCase heavily and are starting to scan some paper files and add them to cases.) The blog post here: ...
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  • 2,366
1 vote
1 answer
31 views

Case reports only work properly for originating user - bug or as designed (or both)?

A user has reported that doing an 'Export to CSV' from a case report works OK when she does it, but doesn't work for a user 'B' - even though user 'B' has the correct access (we're using ACLs). ...
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  • 4,244
1 vote
1 answer
26 views

Document merge in CiviCase from scheduled activity in timeline

I've created a case type with a timeline that includes document print/merge activity. Where I am running into issues is with doing the document creation from that timeline generated activity. When I ...
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0 votes
1 answer
19 views

All CiviCase Functionality Gone Despite Component Being Enabled

All the CiviCase functionality has gone in our CiviCRM D7 (version 5.34.0) website even though the component is enabled. All the menu items for CiviCase are not there. I have flushed all caches, reset ...
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  • 837
1 vote
1 answer
47 views

Any recommended alumni tracking system that integrates with Civi?

We are a small non-profit school (around 70 students) and we would like to keep some stats on our alumni so we can measure how well are doing at training. Is this something you would use CiviCase for?...
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  • 2,252
1 vote
1 answer
88 views

Activity Duration in Hours extension NOT working for CiviCase

Currently using CiviCRM Version 5.31 (Wordpress Version 5.5.3) Installed the extension to change Activities Duration from Minutes to Hours https://lab.civicrm.org/extensions/activityhours The ...
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3 votes
2 answers
66 views

Open CiviCase via Webform with manager role assigned

We are trying to set up a webform to open a case and assign a case role (manager). I configured two contacts - coordinator and client - and assigned them to the case in the webform. The client as ...
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  • 51
1 vote
1 answer
23 views

Changing display on CiviCase search results

Currently, when I search using Find Cases on CiviCase, the results are displayed in 9 columns: Client, Subject, Status, Case Type, My Role, Case Manager, Most Recent, Next Sched., Actions. We don't ...
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2 votes
1 answer
19 views

case details field not available through UI

Is it true that the Case Details field can be populated, but cannot be seen through the UI in CiviCRM? This seems odd - if it's true I'll open an issue in gitlab, but wanted to check in with the ...
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  • 640
2 votes
1 answer
49 views

Civicase add timeline but activities not shown

Version:civicrm-5.33.1-wordpress I tried to create a timeline hoping then when i add it, it will be shown in the activities tab. But apparently this is not working. Is there any setting i missed out?
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  • 43
0 votes
1 answer
25 views

Why does my 'Delete Case' action in the case search report not work?

When I use the 'Find Cases' report (from the Case menu), and I select [Delete Cases] it does nothing. And it looks de different. Like this: CiviCRM version 5.34.alpha1 on Drupal: And besides that, ...
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2 votes
1 answer
64 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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  • 753
0 votes
1 answer
22 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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  • 379
0 votes
2 answers
36 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 ...
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  • 379
0 votes
1 answer
37 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/...
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  • 379
1 vote
1 answer
29 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 ...
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  • 379
1 vote
1 answer
2k 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....
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