Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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10 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 ...
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2answers
56 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 ...
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1answer
28 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 ...
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0answers
14 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 ...
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0answers
15 views

CiviCase and Drupal Webforms

Kind of related to my last question earlier today, I'd like to send a link to someone who has completed a webform but does not have a user account, and ask them to make changes/improve their responses ...
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2answers
35 views

CiviCase + CiviRules + Tokens

I would like to trigger an email to a particular Role on a Case (not the Client) when a Case Status is changed. Is this possible? I've added the CiviCase Tokens Extension, and I can create a message ...
1
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1answer
37 views

How to assign Drupal's system roles to Case Role in CiviCase

I would like to Use CiviCase to manage my cases. I find that the Case Roles can be assigned to update the case. However, the Case Roles are not the Drupal's system user roles. (e.g. Administrator) ...
2
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1answer
24 views

Incoming Grants: CiviGrant or CiviCase?

A new non-profit is asking which component is best for tracking incoming grants, and tracking them at a more detailed level (with activities, maybe even tying the final incoming contribution to the ...
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2answers
31 views

Unable to manage case tags

Im getting this error when attempting to add tags to a case. If I create a case and add tags at the same time, they get added. If I subsequestly try to remove a tag, no problem. If I subsequently ...
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3answers
42 views

Activity get API3 does not return case activity

Im using API3 to get activities My code is function hook_any_activity_get($cid,$type) { $params = [ 'contact_id' => $cid, 'activity_type_id' => $type, 'sequential' => 1, '...
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2answers
47 views

Why are activities to do with a case hidden from contact records?

I have a case and it has some activities which are assigned to Betty. But when I visit Betty's contact record the activities are not listed there, neither is the case, in fact there seems to be ...
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1answer
18 views

What are the pros and cons of using external xml files for CiviCase configuration?

In CiviCase since 4.5-ish there's been an admin screen for configuring case types. Before that it was done using external xml files, and they will still work. What are the pros and cons of each method?...
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2answers
28 views

Get a view of upcoming activites for cases

I am using the lastest version of CiviCRM in the latest version of Joomla I am trying to use CiviCase to manage workflows but I find the interface counter intuitive I want to see a list of my ...
2
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1answer
35 views

Why no record locking in civicase?

I haven't tested all the parts of civicase, but so far I have found that updates to activities, the main case record and custom fields are not locked. Two users can update the same information with ...
2
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1answer
29 views

Reassigning Case Role Gives DB Constraint on Membership

I recently moved to a new webhost with Drupal 7 and upgraded to CiviCRM 5.21.0. Everything seems to be working fine, I have no errors in the Administration Console. However, when I go to cases, and I ...
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1answer
20 views

How do I set a “Case Type Category” in the Compucorp CiviCase extension

I see that the Compucorp CiviCase module adds a new "Case Type Category" field to the database. However, I can see no way through the user interface to change it. This means, e.g, that I can't add ...
1
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1answer
30 views

Users with 'view own cases' permission can't access resolved cases

I have noticed that users with the 'view own cases' Drupal permission are getting an access denied error when they try to access their own resolved cases. They can access open cases no problem. Users ...
1
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1answer
19 views

Is there a function or extension that shows one view in a case containing the content of the Summary and Details fields of all activities

We are seeking to show, preferably in the management of a case not as a separate report, a list of the Summary and Details fields of all activities in a case. The goal is to promote the use of cases. ...
2
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0answers
30 views

Civicrm Angular Module system generated files keeps growing exponentially

Does anyone know why the angular-modules system generated files in the contribute/dyn keeps growing at en exponential rate. Also clearing the cache doesn't seem to delete these files. We have more ...
1
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1answer
49 views

After 5.18.4 Upgrade, Cases are Missing from the List

After Drupal 7.67 and CiviCRM 5.18.4 upgrades, when you click on add a case, the correct screen opens, you can enter data, then save, and the number of cases showing in the constituent summary is ...
2
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1answer
19 views

Adding multiple Case Coordinators in a Drupal webform?

I've got a multi-site with the following roles in Drupal: Site admin (full access) Local admin (can view all contacts) Case Manager (can view all Cases) Staff (using ACLs, can view site-specific ...
2
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1answer
52 views

Is there any way to switch off e-mail notifications in CiviCase?

It seems that CiviCase sends out e-mail notifications for any change that is done in case activities. Is there a way to switch off these automatic e-mail notifications? (manual e-mail messages should ...
1
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1answer
22 views

CiviCase not strictly adhering to permissions?

I have a use case where 'volunteers' deal with casework on an area basis, with a 'supervisor' for each area. Volunteers can add contacts, and view their own cases. Supervisors can view all cases. ...
2
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1answer
31 views

CiviCase - Edit Actions with permission: “CiviCase: access my cases and activities”

Im Configurating CiviCase and I have seen that if a contact has the "CiviCase: access my cases and activities" permission, he cannot use the actions of the assigned roles. I understand that this ...
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1answer
22 views

Search within a case type

I would like to be able to search for a specific Case Type as well as a Case End Date within this case type. To give an example, say I have a record that contains both Case A (which ended January ...
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2answers
28 views

How to remove an activity from a case or file an activity on several cases

I have an Email activity that I sent to several contacts. Each of those contacts has an active case open. My intention was to file that email on each contact's case so that I see it when I review ...
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1answer
46 views

CiviCase permissions break My Cases dashlet and CiviCase Dashboard

CiviCRM 5.14.0 Drupal 7.67 Users with CiviCase permission "access all cases and activities" have no issues, but users with "access my cases and activities" get an error ("DataTables warning: table ...
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2answers
33 views

Unable to enable CiviCase [duplicate]

When I try to enable CiviCase I get a white screen of death and the following msg: "A fatal error was triggered: Could not create the MySQL views for CiviCase. Your mysql user needs to have the '...
1
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1answer
31 views

Assigning case roles via webform?

I have inherited a Drupal + CiviCRM 4.7 site which uses CiviCase to track applicants for an award. The applicant is the case client, and each case (nomination) has up to three judges assigned, who are ...
2
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1answer
56 views

Workflow and Automation

I'm trying to figure out how to do automated workflows. This is an example of one such process: Member fills in a request to host an event using Caldera Forms (at the moment). I currently have some ...
2
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1answer
96 views

Add field on Case type form

I want to add a field on Case type setting (civicrm/a/#/caseType/1 which is build in angular js) either just below the description field or as a tab besides case role tab. What is the easiest way to ...
2
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1answer
54 views

How to change case dashboard column

We need to remove subject from case dashboard. we don't know where to change whether in report or in drupal. can any one please help on this.
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2answers
45 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
15 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 ...
1
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1answer
21 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.
1
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3answers
49 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 ...
1
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1answer
57 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
61 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....
1
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1answer
54 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 ...
1
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1answer
14 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) ...
1
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1answer
29 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 ...
1
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1answer
35 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 ...
1
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1answer
60 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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2answers
56 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 ...
2
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1answer
20 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
23 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 ...
1
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1answer
52 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=...
4
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1answer
40 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
36 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 ...
1
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1answer
27 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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