Questions tagged [civicase]
civicase identifies issues related to the CiviCase CiviComponent.
409
questions
0
votes
1
answer
20
views
Participants vs Activities vs Cases for custom functionality
I plan to add some semi-custom functionality and I'm not sure if the best way to implement this would be through participants, activities, cases or perhaps even something else.
Here is a sketch of ...
- 3,728
1
vote
1
answer
29
views
How to disable edit of all contact but allow creation of case?
I wish to create a role that is able to view all contacts, but unable to edit the contact details. However, this role should be able to create cases. I have tried the disable the access on "Edit ...
- 63
1
vote
1
answer
18
views
Providing Case Link on Message Template
Upon assigning a role on a case, I wish to be able to send an email to the role. The email should include a link to the case. However, I am having trouble identifying what should the link be. The link ...
- 63
1
vote
1
answer
83
views
error "Cannot add TextRun in TextRun." when generating docx file in CiviCase
I have customized CiviCase for a client who is using it to manage project grants. Things have gone pretty well overall. There are many custom fields and several related document templates in use. &...
- 755
1
vote
1
answer
22
views
Meaning of "Search Cases with Upcoming Activities" in "My Cases" dashlet
For a case with overdue (not yet completed) scheduled tasks, checking the "Search Cases with Upcoming Activities" in the "My Cases" dashlet correctly displays the next upcoming ...
- 163
2
votes
1
answer
38
views
Link to Case from SearchKit Table Display
I'd like to build a report in SearchKit/Afform to replace the default Case tab so that I can organize cases by type a bit better but I can't figure out how to add a link to open the case in the table ...
- 41
2
votes
1
answer
17
views
How do I see CiviCRM variables in Netbeans using xDebug?
I'm trying to use Netbeans and xDebug to read some CiviCRM variables, but I am thus far unable to even see any CiviCRM variables in Netbeans. xDebug (version 3) does seem to be connecting to Netbeans ...
- 21
1
vote
1
answer
22
views
SearchKit: search for Cases with criteria relating to a custom field
In SearchKit, I am trying to search for Cases which have a specific value assigned to a custom field ("Case Subtype"), or for which the custom field is not populated.
I don't seem to be able ...
0
votes
1
answer
50
views
is it possible to restrict access to one particular case case type?
I am unable to find an answer to this, so hoping someone will be able to point me in the direction of a solution....
We work with vulnerable older adults and as such may occasionally have to record ...
- 29
1
vote
0
answers
15
views
Is read only access available for cases
My client needs some users to have read only acccess to contacts, but for activities and cases this doesn't look to be possible. There seems to be nothing to provide view access only for cases. I ...
- 4,585
1
vote
1
answer
53
views
"Open Case" page customization?
I did some significant customization of CiviCase over a year ago for an agency I work with. It was all through the front end with custom fields and the like, not any programming at the time.
They ...
- 755
2
votes
1
answer
29
views
File on case no longer works by Case ID
I've been testing CiviCRM 5.57.4 and noticed that I can no longer type in the Case ID when searching for the case to file an activity to. (I'm in Drupal 7) In version 5.45.7 it was still working. I ...
- 2,488
1
vote
1
answer
33
views
Enable CiviCase component programatically
I am working with CiviCRM 5.59.3, and a drupal module that integrates with CiviCase. How can I check if the CiviCRM component is enabled and enable it if it is disabled? I need to do this with php.
- 111
1
vote
1
answer
18
views
Case Activities Hanging No Such FIeld
I'm on Drupal 7, CiviCRM 5.57.2. Lately, I've been cleaning up a lot of custom fields in by deleting and adding new ones. I have one case activity type with 112 fields across three custom field sets (...
- 1,163
1
vote
1
answer
26
views
CiviCase Dashboard exports all cases instead of the results
If I start at the CiviCase dashboard, select "All Cases", then select a Status - I get the search results that I would expect. Something like all the cases of Type X that have status "...
- 57
0
votes
0
answers
21
views
How might I add Cases to Contacts in bulk?
I am building new workflows and want to add Cases to Individual Contacts retrospectively. Is it possible to add Cases in bulk (ie one Case of Type "XXX" per selected Contact)?.
I would then ...
0
votes
1
answer
18
views
Conditional Allow Contacts to create or add a new case
CiviCRM Noob here...
I have the requirement to allow for contacts/individuals to file a request for benefit.
I have a case and timeline created. My question is how does the contact initiate the case ...
1
vote
2
answers
58
views
Advice on implementing workflow, involving opening new case for contact created by profile
I would like to implement the following workflow: a "potential church volunteer (PCC)" fills in his or her details in a profile hyper-linked to from a WordPress website. This creates a ...
- 163
1
vote
2
answers
52
views
Is it possible to open a case for a (smart) group of contacts?
I've defined a smart group and I've defined a case type. And now I'd like to open this case type for all contacts in a smart group. Is this possible? The alternative would be to click into each ...
- 163
0
votes
1
answer
27
views
Change CiviCRM extension (module) names
I want to change the Case extension/module name from Case to Tasks in CiviCRM and not sure if it is possible. Having worked with SuiteCRM, I know this can be done but not sure where in Civi this is/...
1
vote
1
answer
39
views
CiviCase notes available only to self and manager, not other workers?
Am I able to have case workers that can create a confidential note in a case, and these notes would not be available to any other workers (only the manager).
And also it needs to prevent with View/...
- 521
1
vote
1
answer
47
views
Using CiviRules to create a Case on a Contact record
I'm trying to use CiviRules in WordPress to create a new Case for contact records using a Field Value Comparison (when a custom data field "is not empty").
My test cases are confirming that ...
- 11
1
vote
1
answer
40
views
How can I search for contacts without a specific Activity Type?
I have created an Activity Type "Ceremonial" to attach to Contacts via Cases, which I am using to track qualifications we have awarded, honours we have granted and Fellows that we have ...
1
vote
1
answer
58
views
Search Kit search for cases and roles
On search kit I am trying to create a table with case related information in it (e.g. case status, case type, country). To achieve this I have created a 'search for cases' with the relevant filters ...
- 11
2
votes
1
answer
59
views
How can I use CiviRules to update case status based on age of case (set to inactive or similar)
I want to use Civi Rules to make older cases have their status automatically updated to something appropriate like 'inactive'.
I found https://docs.civicrm.org/civirules/en/latest/basic-example-hints/#...
1
vote
0
answers
31
views
Creating new Case from anonymous webform
I can't seem to set up a Drupal Webform that creates a Case any more for Anonymous user.
I have a webform that creates a couple of contacts and adds a case. When I use the form as an admin, everything ...
- 181
0
votes
1
answer
32
views
Link a Case to a Contribution?
Is there a way or does anyone have a current extension that allows us to link a specific Contribution to a specific Case? We'd like to be able to report on the contribution amounts we have received ...
- 755
2
votes
1
answer
36
views
Displaying closed cases in the dashboard
I'm using compucorp's fork of civiCase. Nice!
Currently in the case manager page, only active cases are displayed (as confirmed by the "Satus: All open cases" placeholder). I'm trying to ...
2
votes
1
answer
36
views
Trying to bulk update cases through finding them and profile
Steps to Replicate:
Find Cases
Select All cases
Choose update cases from task options
Choose profile to update
Hits an error with DB Error: syntax error, was able to replicate on https://dmaster....
- 440
4
votes
2
answers
99
views
Cannot change cases via Drupal Webform after CiviCRM update
We updated two different Test systems with the CiviCRM Security Release (5.50.0, 5.49.4, 5.45.6 ESR) from 1st of June 2022. One test system has Drupal7 and CiviCRM 5.49.4, the other one has Drupal9 ...
- 463
1
vote
1
answer
31
views
Duplicate Relationship error even though Contact B values are different
I want to create some Relationships of type "Case Coordinator" via API Call in CiviCRM.
When I create two relationships with the same contact_id_a, relationship_type_id, is_active and ...
- 463
3
votes
1
answer
59
views
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 ...
- 1,163
0
votes
1
answer
39
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 ...
- 28k
1
vote
1
answer
26
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 ...
- 2,488
0
votes
1
answer
44
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 ...
- 11
1
vote
1
answer
42
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 ...
- 1,163
1
vote
1
answer
32
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 ...
- 1,282
2
votes
1
answer
99
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 ...
- 39
1
vote
1
answer
24
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 &...
- 2,037
3
votes
2
answers
63
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 ...
- 693
0
votes
0
answers
24
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 ...
1
vote
1
answer
22
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 ...
- 440
0
votes
1
answer
48
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 ...
- 1,163
1
vote
2
answers
173
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 ...
- 1,163
2
votes
2
answers
47
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 ...
- 31
1
vote
2
answers
58
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 ...
1
vote
1
answer
49
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 ...
0
votes
0
answers
39
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 ...
- 2,037
1
vote
1
answer
26
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 ...
- 479
1
vote
2
answers
82
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 ...
- 463