Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

Filter by
Sorted by
Tagged with
1
vote
0answers
11 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, ...
0
votes
1answer
13 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 ...
0
votes
1answer
17 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 ...
1
vote
1answer
109 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: ...
0
votes
0answers
20 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: ...
1
vote
1answer
30 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). ...
1
vote
1answer
14 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 ...
0
votes
1answer
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 ...
1
vote
1answer
44 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?...
1
vote
1answer
78 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 ...
3
votes
2answers
50 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 ...
1
vote
1answer
11 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 ...
2
votes
1answer
16 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 ...
2
votes
1answer
39 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?
0
votes
1answer
18 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, ...
2
votes
1answer
55 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 ...
0
votes
1answer
17 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)....
0
votes
2answers
30 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
votes
1answer
21 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
vote
1answer
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 ...
1
vote
1answer
333 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
vote
2answers
49 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
votes
1answer
34 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
votes
2answers
21 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
votes
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
votes
2answers
29 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
votes
3answers
62 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
votes
1answer
26 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, ...
0
votes
1answer
19 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
vote
1answer
21 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 ...
0
votes
1answer
56 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
votes
1answer
98 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
vote
1answer
38 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
votes
2answers
101 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
vote
1answer
26 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
vote
0answers
40 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
votes
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
vote
1answer
48 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
vote
1answer
31 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
vote
3answers
68 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....
1
vote
0answers
22 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
votes
1answer
41 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
votes
3answers
101 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
votes
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
votes
2answers
51 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
votes
1answer
59 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
votes
1answer
12 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
votes
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
votes
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
vote
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
2 3 4 5
7