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Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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6 votes
3 answers
290 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 ...
Sohal Khatwani's user avatar
6 votes
3 answers
243 views

How to make status always 'Completed' for activities added to a case?

A couple of clients would like to use CiviCase and both of them have very unstructured cases, so a timeline or a sequence is not appropriate. So I have created a case without a timeline or sequence ...
Andy Clark's user avatar
  • 4,845
4 votes
1 answer
175 views

What is the status of the make it happen for permissions on activities and cases?

The make it happen listed here is something we're interested in having. What does it mean to be a "confirmed" make it happen? Is this particular capability coming soon? (I emailed the make it happen ...
Cheryl's user avatar
  • 371
3 votes
1 answer
145 views

Can CiviCRM be used in a HIPAA context?

I was talking to somebody over the weekend regarding a site that seemed a perfect match for CiviCRM -- including donations, event registration, contact/relationships, case management. When I mentioned ...
Laryn's user avatar
  • 8,268
3 votes
1 answer
167 views

Users with Case roles cannot edit activities assigned to them: is this a bug?

first post so please forgive any netiquette transgressions. I'm following the guide https://civicrm.org/bug-reporting to get confirmation this is a bug. Version: 4.6.12 (also present in 4.7.1) CMS: ...
axa's user avatar
  • 31
2 votes
2 answers
131 views

If contact has multiple cases, how do I filter a view to show only case roles associated to that case type

We have contacts that may have multiple cases, each with a case coordinator. I have created a view for each case type that shows the associated case coordinator along with last activity date, links ...
pmoz's user avatar
  • 1,821
1 vote
1 answer
253 views

AJAX problem in CiviCase - Administer Case Types

I'm getting the same effect as reported here. I'm trying to set up CiviCase, and all seems fine except when I try to Administer->CiviCase->Case Types I just get blank screen. The JavaScript console ...
Jern's user avatar
  • 1,302
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 ...
lbl's user avatar
  • 68
1 vote
1 answer
172 views

Unable to enable CiviCase - Definer v Invoker problem maybe

Drupal 7, Civi 4.7.24 *******Updated at bottom********* I am unable to enable CiviCase. All other civi components are enabled. I was running 4.7.21 and attempted to enable it and got the following ...
frTommy's user avatar
  • 1,411
6 votes
1 answer
164 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 ...
naomi's user avatar
  • 1,247
5 votes
1 answer
123 views

Case Manager not updating correctly (CiviCRM 4.7.21)

When I added some case roles and set the case manager to one of these roles it doesn't appear to update on the case summary screen. Set up case http://dmaster.demo.civicrm.org/civicrm/a/#/caseType ...
Jon-man's user avatar
  • 846
4 votes
1 answer
185 views

Case ID in e-mails from case

When sending e-mails from a case in CiviCRM the subject line contains a hashed case id between square brackets. It looks something like [case #a234db] Subject of the e-mail which is not really user ...
Jaap Jansma - CiviCooP's user avatar
4 votes
3 answers
324 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-...
richardsplayground's user avatar
4 votes
3 answers
128 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 ...
Mathavan's user avatar
4 votes
0 answers
113 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 ...
Jern's user avatar
  • 1,302
4 votes
1 answer
71 views

Activities pane on Manage Case page

Does anyone know how to make the Case activities in the activities pane display in ascending order by default (earliest first)? At the moment, they appear in descending chronological order (latest ...
Jern's user avatar
  • 1,302
3 votes
2 answers
85 views

Module or extension to use for tracking agreements?

I'm looking for a module or extension that has been written for tracking contracts/agreements between organizations within CiviCRM (on drupal). We would like to be able to track all the activities ...
Cheryl's user avatar
  • 371
3 votes
1 answer
86 views

Formatting tags shown in activity view

It seems that any activity created in 4.7.1 (not sure about earlier 4.7 versions) sometimes shows all formatting tags when viewed. I reproduced this both in Wordpress and Drupal demos by creating a ...
T. Mich.'s user avatar
3 votes
2 answers
96 views

Differences in results between 'Find Cases' and a 'Case Report'

Using 4.6.10 currently, although aiming to update shortly, I've created a case summary report from the template that simply lists all cases that are either 'ongoing' or 'urgent'. This lists 10 cases. ...
Graham's user avatar
  • 4,055
2 votes
1 answer
216 views

Adding Case Role to CiviCRM Cases Views

I have created a CiviCRM Cases View. How would I add a column for "Case Manager" role to the Views? I am unable to find the field where that can be displayed.
Kristine's user avatar
  • 1,173
2 votes
1 answer
202 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 ...
richardsplayground's user avatar
2 votes
2 answers
231 views

Webform created for case activity and multiple case types

Drupal 7.39 Webform Civi Integration version 7.x-4.11. Just noticed that for contacts with multiple open case types, a new activity submitted via a webform does not always go to the correct case type....
pmoz's user avatar
  • 1,821
2 votes
3 answers
86 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 ...
user avatar
2 votes
1 answer
48 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 ...
Cesar's user avatar
  • 155
2 votes
2 answers
138 views

Which CiviCase? Compucore or V5?

I am trying to understand which is the 'latest' version of CiviCase to upgrade to, is it: https://github.com/compucorp/uk.co.compucorp.civicase or https://github.com/civicrm/org.civicrm.civicase Can ...
ChumKui's user avatar
  • 786
1 vote
1 answer
74 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?...
Demerit's user avatar
  • 23.3k
1 vote
1 answer
155 views

How can I modify what is displayed on the civicase dashboard?

currently it shows Contact / Subject / Status / Type / Mt Role / Manager / Most Recent / I want it to show Contact / Subject / Activity Status / Custom field 1 / custom field 2
Donald Truss's user avatar
1 vote
1 answer
61 views

Formatting of formatted text in print case and activiy audit

I'm sure this shoudl be fairly straight forward. I think i'm looking in the wrong place. When I try to print the report of a case (civicrm/case/report/print?) or undertake an activity audit of a ...
Bruce's user avatar
  • 137
1 vote
1 answer
97 views

Civicase Dashboard - reordering case types

Running Wordpress 4.3 , and Civi 4.6.8. My organisation currently has around a dozen Case types, and we will soon have more. In the CiviCase Dashboard, these are listed under "Summary of Involvement"...
Chris Dubrow's user avatar
1 vote
1 answer
151 views

How can I display only Cases without Case Managers using Drupal Views

I'm using CiviCRM 4.6.9, if it makes a difference. I want to use Drupal Views to display only CiviCase cases that do not have case managers. I feel as though I'm close... so close, but I'm not quite ...
Squishus Tyrannicus's user avatar
1 vote
1 answer
53 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 ...
petednz - fuzion's user avatar
  • 28.4k
1 vote
0 answers
54 views

Update Indices fails with errno 150 on DROP INDEX UI_case_contact_id after upgrade from 4.6 to 4.7.27

Upgraded from 4.6.19 to 4.7.27 (on wordpress 4.8.3) and attempted to update indices. The table that fails is civicrm_case_contact, with the old index UI_case_contact_id. The error is identical to ...
PhilF's user avatar
  • 45
1 vote
1 answer
104 views

Debug PseudoConstant

I noticed recently under my Drupal "recent logged messages", I've been getting errors logged with the message: "Deprecated function, use CRM_Core_PseudoConstant::getKey Array ( [civi.tag] => ...
Kristine's user avatar
  • 1,173
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 ...
Gillian McIntosh's user avatar
1 vote
1 answer
155 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 ...
Ichi's user avatar
  • 553
0 votes
1 answer
71 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`...
Jan's user avatar
  • 107
0 votes
3 answers
147 views

With an upgrade to 4.7.3, Civicase has become inoperable

This is an addition to the question I asked last week. I have been using Civicase for 4 years and now I am unable to use it at all. Below I have provided more details about the problem that I did not ...
Leslie's user avatar
  • 103
0 votes
2 answers
50 views

Unable to access clients in CiviCase

I am using Wordpress 4.4.2 and recently upgraded Civicrm to 4.7.3 When I try to "manage" a case, that is, access the record itself, I get this message: Sorry but we are not able to provide this at ...
Leslie's user avatar
  • 103