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Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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0 votes
1 answer
68 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 ...
0 votes
2 answers
77 views

How difficult is it to customise CIVICRM?

I am looking into customising CIVICRM for thinkForward UK. However I would like to know how hard and complicated customising the solution would be. Has anyone contacted the partners and contributors? ...
0 votes
1 answer
13 views

Custom Data Fields not showing on Case Print Report

We're in the midst of upgrading (5.69 > 5.71), and I noticed that when viewing a case, if I click on Print Report, none of the custom fields appear on the print view on our 5.71 dev site. They ...
1 vote
1 answer
67 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 ...
0 votes
1 answer
27 views

SearchKit table display link is missing URL parameter

I have SearchKit searches/tables on cases that that use a link on the ID column. Some of them - I presume the ones that I built last - don't have URL parameter cid in it and thus lead to errors when ...
0 votes
1 answer
66 views

DB Error: constraint violation on changing case status

I am using three different case types on two of which I am getting a DB contraint violation when changing the case status. The failing SQL-query is the following: INSERT INTO `civicrm_activity_contact`...
2 votes
1 answer
28 views

Link contribution to case

I know it is possible to add expense to a case. But is it possible to link contribution to a case? Thanks you.
1 vote
1 answer
47 views

Is there a more upto date guide for civicase?

I'm currently trying to learn more about how to make civicase work better for us but there is only the https://docs.civicrm.org/user/en/latest/case-management/ available which I understand is out of ...
0 votes
1 answer
53 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
1 answer
87 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 ...
2 votes
1 answer
161 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" ...
1 vote
1 answer
32 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 ...
2 votes
1 answer
71 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 ...
3 votes
2 answers
82 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
1 answer
39 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
0 answers
18 views

Exception when adding case type to custom field set

I have a custom field set that is used for cases of a certain case type. Adding a second case type brings up the following popup after saving: Warning: You have chosen to remove one or more subtypes. ...
1 vote
1 answer
39 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 vote
1 answer
24 views

How to set duration and some custom fields for inbound email activity

When processing inbound email to activities, and automatically they are filed to correct case with the specified case id, how to set the value of duration for these inbound email activities? Where ...
0 votes
1 answer
33 views

Best workaround for volunteer database with training journals

I’m hoping to create a volunteer section that will record and report on personal details, work location and training courses status etc. It was suggested that CiviCase would be the best option, ...
0 votes
1 answer
33 views

How to direct users to the case they just created using FormBuilder?

I’m using FormBuilder to create cases. When the form is submitted, I want the user to find themselves in case they just created. I don’t understand well enough the syntax of internal pages’ links or ...
1 vote
1 answer
46 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/...
1 vote
1 answer
112 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 ...
2 votes
1 answer
60 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
1 answer
27 views

CiviCase Timelines based on specific values of fields

I’m new here, so sorry if I’m asking something too obvious, but I couldn’t find an answer in Civi manual to it. The manual stats that “…if one of the activities in your standard timeline is a medical ...
0 votes
0 answers
14 views

Civisualize for CiviCase not work

I have referred to the following: https://77.68.13.56/blog/civisualize-civicase https://github.com/mountev/civisualize/commit/4810617d23f5a64b95ada1671d4e90b3c164a096 The SQL inside can get the data ...
1 vote
1 answer
47 views

How to get $activity_id or $case_id variables in HOOKs when cron job execute in Joomla?

How to get $activity_id or $case_id variables in HOOKs when cron job execute in Joomla? I have 2 functions in HOOK for CiviCase function joomla_civicrm_tokens(&$tokens) function ...
1 vote
1 answer
43 views

Adding Custom Fields to Open Case Screen

I have created a custom data set of items to open a case that I was hoping would show in the new case screen: But these fields are not showing up in the open case area nor are they showing in the ...
1 vote
0 answers
30 views

Email reminders for a case

I’m using Civi 5.68.1 on WP. I want to create auto reminders for the case ahead of a deadline, which is stored as a custom field on the case. I assume Scheduled Reminders would have been the obvious ...
1 vote
2 answers
41 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 ...
1 vote
1 answer
21 views

CiviCase: Activities duplicated when filed

Recently, when filing an Activity to a Case file, the Activity is being duplicated; one copy is filed as expected, the other is not filed and a prefix "Filed on Case XXX" is added to the ...
3 votes
2 answers
131 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 ...
1 vote
1 answer
31 views

"malformed locale" error when merging document

We're using CiviCase as a project tracker and document generator. It has been working fine, but I had to recently move the site to a new server. The directory structure, domain, database all stayed ...
0 votes
1 answer
32 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 ...
2 votes
2 answers
381 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
1 answer
25 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 ...
1 vote
1 answer
402 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. &...
1 vote
1 answer
29 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 ...
2 votes
1 answer
79 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 ...
2 votes
1 answer
40 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 ...
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 ...
1 vote
1 answer
47 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
61 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 ...
1 vote
0 answers
18 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 ...
0 votes
1 answer
49 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 ...
1 vote
1 answer
67 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 ...
2 votes
1 answer
32 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 ...
1 vote
1 answer
42 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.
6 votes
1 answer
162 views

Different default status for different activity types?

Wondering how to do this, it clearly would need an extension (or, as I have done for other things, a Drupal module) but just looking for any tips really. I would like to be able to specify a default ...
1 vote
1 answer
24 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 (...
3 votes
2 answers
79 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 ...

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