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Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

3
votes
1answer
30 views

Activity - Send a Copy Email

When filing an activity in CiviCase, there's the option "Send a Copy" to people listed in Case Roles. The email is sent correctly. However, when I "reply" to the email, the address of the sender is a ...
0
votes
1answer
23 views

Case Types page 'blank'

When I go to Administer > CiviCase > Case Types, that page has no content on it and the breadcrumb link at the top just says 'CiviCRM'. In the web console, I get this error when loading that page (I'...
3
votes
2answers
43 views

Is there an area in CiviCRM (or a way) for people involved in a case to communicate privately?

When a new case is set up, we need to let the parties involved with that case communicate privately and have their messages and shared docs only accessible to them? Like a shared, but private, message ...
1
vote
0answers
18 views

“CiviCase: access all cases and activities” Issues

I realize that this has been spoken about and that there was a solution on posted (and it did work for me on 5.4 - Now on Civi 5.6.1 any user that does not have "CiviCase: access all cases and ...
2
votes
0answers
12 views

Case roles on closed cases

I'm testing an upgrade from 4.6.38 to 5.5.3 and have noticed a new case related behavior that feels a little strange to me. When you close a case and subsequently the case roles expire and are ...
1
vote
1answer
21 views

Batch update cases - closing cases

I was very excited to test out the new capability that you can batch update cases but I'm not sure I'm testing it as intended. I was hoping to be able to use it to close multiple cases at once. Here ...
1
vote
1answer
14 views

CiviCase - remember user choices in search filters for activities

We are using CiviCRM 5.5.3 and CiviCase on Wordpress 4.9.8 Similar to "make activity filter user preference an optional setting" CRM-20799 we wish to make the system remember user choices in case ...
0
votes
1answer
26 views

Permission role to access Cases when using Volunteer?

The context is Drupal 7 w/ CiviCRM When a contact/user given in Drupal, want to access Cases (with full Volunteer & Case permissions given), there is an warning : Warning: Declaration of ...
1
vote
1answer
25 views

Civibuild Vagrant - drupal-case build?

Hey all Just found the Civibuildkit using Vagrant - made my day as they have a build that was useful for me to test and work on for my site. My question is: Is there some one out there that can help ...
2
votes
1answer
22 views

Trouble searching for deleted cases

In Civi 5.5.3 (Drupal 7.59) I'm running into an error trying to search for deleted cases. In case search with our without additional parameters set, if I check the "Deleted Cases" box I get an error ...
1
vote
1answer
31 views

Civicase Report?

I am very new to Civicrm, and have gotten a lot figured out and some fixes applied on my own. I am trying to figure out the report features... and maybe very basic - but. I am looking to ...
2
votes
0answers
17 views

Timeline not working as before in case activities after upgrade from 4.7 to 5.1

I have a scenario in civicase > Case Types with a Timeline with multiple activities inserted in the following way: Activity Status Reference Offset Select Meeting Scheduled Meeting 7 Newest Meeting ...
2
votes
1answer
19 views

No contact names in activity emails but only name_{contact_id}. Why?

The emails that are sent by civicrm 5.5.3 (but had same problem with 5.4.1) to a an assigne of a case activity don't have the names of the client, assigne, etc but only a signpost made up of name_{...
3
votes
1answer
32 views

CiviCase Permissions

So I am very new to both civicrm and Drupal, but I have read the setup and can’t seem to get the permissions to work for Civicase Obviously my administrator account - it all works. I created a second ...
1
vote
0answers
25 views

When filtering with data in civicrm/contact/view/case&reset=1 I get an error and no filtering

I have a problem in civicrm/contact/view/case&reset=1 when I use the date filter. I have an Italian localization with date format set to dd/mm/yyyy. I choose a date in the calendar and then I ...
1
vote
0answers
15 views

Saved Cases not showing

On occasion, a Case that has been added to an Individual will not show up under the cases section of the individual summary for anywhere between 5 and 40 minutes. I have tested this myself, but ...
1
vote
1answer
30 views

Missing Custom Activity Field Data When the Activity is Filed on a Case.

As the title states. Data that I enter into custom activity fields, is saved and I can view that saved data from the Activities tab in the Contact Summary. Like this: But after the activity is ...
2
votes
2answers
34 views

Create invoices in CiviCase

We are still evaluating CiviCRM 5.4.1 and CiviCase on Wordpress 4.9.8 Most of our requirements can be filled by CiviCRM and CiviCase. But one requirement is to have invoices listed and followed up ...
3
votes
1answer
48 views

Is it possible to restrict view to certain case activities?

We are currently evaluating CiviCRM 5.4.1 and CiviCase on Wordpress 4.9.8 One of the requirements is to limit access to certain activity types. In simple words, some users are not allowed to view ...
2
votes
1answer
40 views

Getting “DB Error: syntax error” When searching for Deleted cases

When I try and do any kind of search for cases and I select the box for "deleted cases" I get a page saying: DB Error: syntax error I am using Civi 5.3.1 and Drupal 7.59. The log gives the following ...
3
votes
1answer
29 views

Can't edit or save CiviCase types

I have a fresh install of CiviCRM v5.4.0 running on Wordpress. I wanted to modify the default CiviCase types, but the 'Save' button or the 'more' buttons are inactive, i.e. nothing happens when I ...
1
vote
1answer
23 views

Civicase- order results in find case

Following links in Civicase dashboard (4.6.38) normally takes you through to a set of search results in the Find Cases search. Initially cases are displayed by client name, alphabetically. There are ...
4
votes
3answers
84 views

CiviCRM 5.4, Unable to create case type (angular validation error)

On fresh Install Civi 5.4, Core expect to have new option group called "Activity default assignee", but upgrade script not executed and not updated the option group table with "Activity default ...
3
votes
1answer
30 views

Amending relationship types has broken civi case

I was updating a site adding new relationships for cases, and relabelling old relationships to make more sense in case context. What I've since found is that the updates to the relationship table don'...
3
votes
2answers
46 views

Drupal Views Multiple Field CiviCRM

I collect data in case activities, and I'm currently trying to build a Drupal Views of this data. I'm running into a problem with multiple fields. For example: "What colors do you prefer?" The results ...
1
vote
1answer
21 views

CiviCASE - edit / report on 'Detail'?

When creating a case, one of the fields is 'Detail'. It's a very useful description area for the case. However, can anyone point me to where it is then displayed or is editable? I can't find it on any ...
5
votes
3answers
99 views

Problem with CiviCase

I have tried to enable the access to the Access my cases and activities as per The docs here - https://docs.civicrm.org/user/en/latest/case-management/set-up/ Access my cases and activities: allows a ...
4
votes
1answer
30 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
1answer
31 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 ...
1
vote
0answers
35 views

Outlining the required steps in a case type

I'm looking for a way to document the steps that a person should go through when a case of a particular type is opened. My steps are something like this: Have the person fill out this form Have them ...
2
votes
1answer
31 views

Using Civi for a signposting service

I am trying to see if there is a way we can use Civi to help our signposting service. Workers talk to a client about their lives and as a consequence may want to make a referral to a number of ...
1
vote
1answer
29 views

How to duplicate a case

We often have batches of six to eight related cases which have much of the same content (relationships, custom fields, activities). I would like to generate new cases by cloning an existing case ...
1
vote
1answer
41 views

Unhandled Error when adding new Case

Using Joomla 3.8.6, CiviCRM 5.0.0, php 7.0.29, mysql 5.6.39 The following error has occurred since upgrading to 5.0.0. When adding a new case, I enter the minimum field data and click Save, and the ...
2
votes
1answer
21 views

Delete a Missing Case

I ran a Case Detail Report to see a list of cases because my Views table count was not adding up. I realized from this report that there is a case with an "Active" status that does not have a Contact ...
1
vote
1answer
82 views

What are some best practices for inbound email handling with CiviCRM?

Our organization has grown past the point where one person can handle the inbound e-mail from our members. I'm looking for best practices from the community on how to handle this. We don't want to ...
4
votes
2answers
81 views

How do I automatically create a case on inbound email?

I feel like this is an incredibly basic question, but I have read through the user guide, the admin guide, and searched stackexchange and google, and I have not found the answer. I have set up an e-...
2
votes
3answers
65 views

Why can't I add more CiviCase fields to my Profile?

I have created a new Profile to prompt the user to complete a new Case within CiviCase. However, when adding fields to the Profile, it only offers the 'Case Subject' field from CiviCase. What have I ...
1
vote
1answer
24 views

If a civicase is reopened why isn't the Case Coordinator (and other roles) reinstated?

Client is wondering why when a Case is reopened it does not regain the Case Roles it had when it was closed. Seems a fair enough question. So perhaps the follow on question is - will a patch to fix ...
2
votes
3answers
71 views

Why is inbound email activity uneditable in case activity list?

If I send an email to the configured inbound email address it correctly creates an activity. I can see the activity in the activities list on my own contact and on the contact connected with the ...
1
vote
1answer
35 views

How to add a secondary Case Role that has access to Activities they are not 'on', eg ones that existed before they were added

We want to add a secondary case role that is similar to Case Manager with slightly less permissions (eg cannot change/add case roles, can't delete case etc). We have a relationship that can be added ...
3
votes
1answer
34 views

Inbound email formatting differs in Activities compared to CiviCase

Is it possible to include line breaks in activities created from inbound emails, given that this is implemented in CiviCase? If so are there any suggestions about how to go about implementing this? ...
1
vote
0answers
44 views

Documentation on using CiviCase tokens

Civicase Tokens Extension does not have documentation. I am trying to use the tokens to do a print/merge of case information. The print page is blank. Any suggestions? Have case tokens been used ...
2
votes
0answers
37 views

CiviCase Timelines with Activity subjects

It would be great if, when creating a new timeline for a Case type, the "Add Activity" dialog could display the activity subject field for input. At the moment, if you want to differentiate between ...
0
votes
0answers
39 views

How can I create a webform to enter grades, calculate grade point average and display as a custom field in the contact record?

Using 4.7.29 on D7. Just thought I'd ask to see who might have some insight for us. We function as an educational program, a school. People progress over the period of 1-year through 3 phases of ...
0
votes
0answers
28 views

When/ How does the civicase dashboard data refresj

When viewing the CiviCase Dashboard mysite.org.uk/civicrm/case/search?reset=1&case_owner=2&force=1 Clients are reporting that the last/latest case activity data is not up to date. Is there ...
2
votes
1answer
28 views

Display cases in contact summary tab in reverse order (ORDER BY id DESC)

I'm trying to display cases in reverse order in contact summary Cases Tab. I tried using hook called civicrm_searchColumns( $objectName, &$headers, &$values, &$selector ) and changed the ...
5
votes
1answer
29 views

Changing sort of cases with recent activities on case dashboard?

Currently cases with recent activities are sorted oldest>newest - i'd like the newest to be at the top. I am guessing i could do it within Case/Page/DashboardSelector.tpl but i'm floundering from ...
2
votes
1answer
52 views

Case status “status class” - what is it used for?

I can see that the status class (opened or closed) will end case role relationships, but is it used for anything else? edit for clarification: Each case status has a "status class" - open is "opened" ...
3
votes
2answers
13 views

How to load the definition of a case type with the CaseType API

I am trying to use the CaseType API to create a case_type but I can not find any documentation on how to set the definition parameter. Any hints or should I just dive into the code?
5
votes
2answers
43 views

Email a user when they are assigned as case manager?

Can anyone advise on the best way of sending an email to a newly assigned case manager/advisor? (ie to a specific case relationship when it is first made) I've looked at the civirules extension but ...