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Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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2answers
33 views

Is there any way to group cases?

Is there any way to group cases, other than using tags? We currently need this for an implementation where case management is used to fulfill wishes for children with chronic diseases. The ...
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1answer
10 views

Activities don't show on the profile page

This child has three activities linked to his profile, however they don't show up. The do show up if we navigate to cases, but we would like to see them from this profile view. Is there any way I can ...
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1answer
18 views

Default Activity Subject

Is it possible to set a default subject for specific Activity types? We would like to set a default text on the “subject” of each activity that can be created for a case.
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2answers
26 views

How is case end date set?

I've just found this on one site. I have some (not all) cases of a given case type. There case status is set to a "closed" status. But the case does not have an end date. I cannot find a way to ...
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1answer
34 views

Civi Case DB Error: no such table

Any help please? Issue with Case dashboard and case tab on contact summary. No of this makes any sense to me???? civi 5.13.4 I have deleted all files and SQL database and restored from previous ...
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2answers
51 views

Civicase report shows empty list

I have set up report to list the number of active cases, however the report doesn't show anything when I refresh results, even though there is a number of opened cases which show in the Case dashboard....
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1answer
34 views

Case Type Filter bug in Case Summary Report? Multiple case types reported

Applying the case type filter in the case summary report CRM_Report_Form_Case_Summary is resulting in two case types being reported where only one is selected in the case type filter. Looking at the ...
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1answer
10 views

Case Type field not available to add to a profile

I would like to make a profile that I can use to change case types and update statuses. The Case Status field is available to add to a profile but Case Type is not. This is true in my instance (Spark) ...
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1answer
18 views

Can nomination be part of the workflow for CiviCase?

Historically, I've used CiviCRM for events and member management. I've never used CiviCase, but I think this situation probably calls for CiviCase. Any insight will be helpful. In short, the client ...
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1answer
21 views

Add custom fields to cases

Have managed to add custom fields to contacts, and have tried to do the same for cases. The option seems to be there, but they do not show up on the page for creating a new case. I can add custom ...
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1answer
31 views

Auto-filing e-mails on Cases: Mail content not shown under details and attachment with extension .unknown created

I am trying to set up a workflow with CiviCase to automatically file clients' responses on their respective cases. According to the documentation, mails arriving in the e-mail-to-activity-Mailbox, ...
2
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1answer
29 views

Print merge document from case search files on wrong contact

I've already reported this as a bug but would love to help solve this - am hoping you guys can help point me in the right direction. (https://lab.civicrm.org/dev/core/issues/893) When 'Record ...
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1answer
15 views

Case Status at a Specific Time

I'm on Drupal 7 and CiviCRM 5.10 (yes, I'll update to 5.12 this weekend). I have a case with multiple case status: Active, Maintenance, Closed. When case activities are entered in the system, it doesn'...
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0answers
16 views

Are case activity revisions no longer working?

Not sure when this changed. I'm using the master branch. There's a couple related things: The default for "logging" on the Misc admin screen is off, but so is the default for "Enable Embedded ...
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1answer
41 views

CiviCRM 5.12.0 - Case API returning an Analyzer object containing XML and JSON. Only want JSON

I had a working script set up to create cases in CiviCRM using REST.https://domain.com/administrator/components/com_civicrm/civicrm/extern/rest.php?entity=Case&action=create&json=1&version=...
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1answer
39 views

When a Case is set to Closed we would like all un-Completed Activities on the Case to have their Status changed (eg to Cancelled

anyone have a working model of this. we thought about drupal/civi rules but may just add in an extension. seems to us that it could be quite a generic solution, after all, when a Case is Closed you ...
2
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1answer
31 views

Manage Case ─ display activities in chronological order

Joomla 3.9.2 CiviCRM 5.12.0 On the Manage Case page, the activities are now displayed in a clever order (overdue first, then the rest in newest-to-oldest order). I can imagine that this makes sense ...
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1answer
25 views

CiviCase Attachment

1) I would like to know where the attachments for CiviCase are kept ? Can we configure it to use an external storage like Firebase storage. 2) How do you use the APIs to put the attachment as well ?
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0answers
19 views

create civi case using standalone script

creating using standalone php script, http://prntscr.com/n281zd get bellow error http://prntscr.com/n28279 Using cv cli, have same error too cv api Case.create case_type_id="housing_support" ...
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1answer
39 views

civi case API unable to create case

Using CiviCRM API v3 Explorer, i can create case without any problem. I can see the new case on case dash board, but using the php script, there are an error exception happen Fatal error: Uncaught ...
1
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1answer
22 views

Case Details Report- Active Case Role filter

Trying to run a case details report for all cases of type "x" opened between a given date range. Noticed that not as many cases as expected show. On further investigation found that there is a ...
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2answers
26 views

Updating a Case Activity using API

With case activities, the Activity Create API seems to create a new revision of the activity. Is there a way of using the API to update a case activity without adding a new revision? My code ...
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2answers
25 views

How to obtain user input from an API call

This may be a stupid question - sorry if so. I am writing an API function to create a new case, and I want it to pre-fill the New Case form with field contents based the case source contact and two or ...
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2answers
35 views

Create Case using API via REST - no “Open Case” activity created

I'm using the REST interface and the create case API to create a new case. The case is created, but no activities. In particular, no "Open Case" activity is created as I would have expected. No entry ...
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1answer
30 views

Webform CiviCRM Case Tokens

Has anybody had success in using the CiviCRM Webform Case autocomplete tokens? We are using the cases for case management and would like to give users an option to update an existing case via a custom ...
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1answer
14 views

How to identify case activities in find activities or advanced search

In Activity Detail Reports I can set a filter to include or exclude case activities. Is there a way of filtering activity searches in a similar fashion?
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1answer
19 views

In Civicase - reports ignore 'Order' on 'Status' and use status id instead?

When I run a Civicase report and request it to be sorted by 'Status' the sort order comes out according to the id of the status record (ORDER BY case_civireport.status_id). Whereas I have updated the '...
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1answer
21 views

Assigning case role to contact in webform- not updating as expected

I've been trying to update a case webform so that form contacts are assigned to a given role. I had expected that by creating roles under relationship types and then including the role in the case ...
2
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1answer
54 views

CiviCRM report for Case activities listing Case data

I would like to generate an Activities report (eg upcoming scheduled activities) which includes case data (eg case ID, case Subject, case Role contacts, case custom fields) of the case to which each ...
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1answer
43 views

Case Dashboard- Cases with upcoming activities and Cases with recently performed activities lists show empty

In the case dashboard (D7, Civi 5.8.2) The lists of cases with recently performed or upcoming activities are showing no results Even though I know there are cases that meet the criteria. ...
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1answer
25 views

After Upgrade to 5.10 unable to close Case

I get yellow screen with message as One of parameters (value: 2019-02-13 00:25:00) is not of the type Timestamp when i close the ongoing case. This use to work on 5.9.0 but recent upgrade to 5.10 ...
2
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1answer
41 views

Is it possible to install CiviCase without all the sample data?

When I enable CiviCase I get a whole load of sample configuration added in that I didn't want. Is there a way to (a) get rid of it easily and (b) install CiviCase without that happening in the first ...
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1answer
60 views

Is there a problem with the REST interface on CiviCRM API?

I have the CiviCRM API REST interface working fine for retrieving Case information for individual cases. But I'd like to use the options features options.limit and options.offset so I can retrieve ...
2
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0answers
40 views

Network Error Related to CiviCase After Recent Upgrade to 5.8.2

I am new here and not an IT person so hopefully I ask this question correctly and with enough detail. We upgraded over the weekend from CiviCRM 4.7 to 5.8.2 (drupal) and each time I login to the ...
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0answers
23 views

Search primary details only, turned off - duplicate/additional case export lines

The additional feature to choose whether or not to search primary details only (introduced somewhere in Civi 4.7) has an undesirable effect on case exports - with the preference set to 'no'. As an ...
3
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1answer
31 views

CiviCRM Views Showing Wrong Custom Data

I have a strange Views problem. I'm on Drupal 7 and CiviCRM 5.4.0. I produced a View of case activities by showing several custom fields, one custom field called "placement". The placement field has ...
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1answer
30 views

Items not showing up on activity log

It appears that, following the last upgrade, items which previously showed on an individuals activity log now don't show up. A colleague sent out an email which was assigned to a case. The email ...
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1answer
41 views

Email from case - subject line change to Case ID

I'm looking to swap out the hashed ID for the case ID in Case emails (now that email processing works for this and you can search by case id.) I've looked through the two related posts here on stack ...
3
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1answer
41 views

Filing activities on closed cases

In Civi 4.6, when you filed/moved and activity to a case, you could choose a closed case from the list. In fact, there was a conditional to show closed cases with a strikethrough. In 4.7, when ...
3
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1answer
43 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 ...
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1answer
35 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
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2answers
56 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 ...
3
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1answer
33 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 ...
4
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1answer
51 views

Case Manager is not shown for 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
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1answer
32 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
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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 ...
1
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1answer
89 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
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1answer
38 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
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1answer
29 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 ...
2
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1answer
50 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 ...