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Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

60 questions with no upvoted or accepted answers
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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
  • 1,300
3 votes
0 answers
107 views

Merging contacts and cases

I think I have found an issue with merging contacts (and it also seems to manifest when assigning a different client to a case - which apparently performs a similar merging function). On the demo ...
Cheryl's user avatar
  • 371
3 votes
0 answers
63 views

How would I create a drupal view that pulls information from 3 different activities that are all stored on a single case?

I want to create a drupal view that pulls in information from different activities stored on a CiviCase and information about the case and case client. List of fields to include would be something ...
Gemma - Fuzion's user avatar
2 votes
0 answers
40 views

No instantiation of Case tokens in mails sent by CiviRules

I am trying to send emails (with case tokens) with CiviRules but I do not get the tokens instantiations. The environment: I use CiviRules, Compucorp CiviCase. I have activated email Api extension, ...
Gdn's user avatar
  • 21
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, ...
Simon Walden's user avatar
2 votes
0 answers
68 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 ...
Tunbola Ogunwande's user avatar
2 votes
0 answers
58 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 ...
civiuser2019's user avatar
2 votes
0 answers
29 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 ...
RayWright's user avatar
  • 2,488
2 votes
0 answers
40 views

Timeline not working as before in case activities after upgrade from 4.7 to 5.1

I have a scenario in civicase > Case Types with a Timeline with multiple activities inserted in the following way: Activity Status Reference Offset Select Meeting Scheduled Meeting 7 Newest Meeting ...
Johan's user avatar
  • 113
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 ...
Alexandra Toledo's user avatar
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" ...
user3016811's user avatar
2 votes
0 answers
85 views

creating case types with different component than CiviCase for attached activity types

We created an extension for tasks management which define a new civicrm component called CiviTask .. I want to create 4 case types (with attached activity Types set and a standard timeline ) when ...
Matt's user avatar
  • 121
2 votes
0 answers
68 views

What are the optimal settings to enable a Drupal webform to create a case and populate an activity within the case?

I have a case configuration that includes a specific activity type (lets call it activity type A) in the standard timeline. This is useful for users who want to create and manage a case directly ...
Graham's user avatar
  • 4,055
2 votes
0 answers
117 views

Sending scheduled reminders in civicase

I am trying to set up a scheduled reminder from an activity in Civicase. The options in scheduled reminders are these: I presume what I need to do is send reminders to "Activity Assignees" - that ...
Dave Smith's user avatar
2 votes
0 answers
110 views

CiviCase - cannot save

I am part way through setting up CiviCase. All went well until all of a sudden I get this error message: "Sorry an error occurred and your information was not saved" Is there a limit to the number ...
Dave Smith's user avatar
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 ...
Itamar's user avatar
  • 31
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 ...
Itamar's user avatar
  • 31
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 ...
cbrgal's user avatar
  • 11
1 vote
1 answer
33 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 ...
Cas's user avatar
  • 73
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 ...
Andy Clark's user avatar
  • 4,845
1 vote
1 answer
47 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/...
jsherk's user avatar
  • 583
1 vote
0 answers
39 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 ...
Jon Halle's user avatar
  • 181
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 ...
Tony Horrocks's user avatar
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 ...
Vadim Kozhevnikov's user avatar
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 ...
Morgan Baskin's user avatar
1 vote
0 answers
47 views

Wordpress role permissions to access (administer) their cases?

I have a "volunteer" role that could be assigned as a case role. At the same time I've configured that role with: access_my_cases_and_activities, basic_case_information and other general ...
donMorsa's user avatar
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
0 answers
30 views

Has anyone figured out how to use activity end time on a webform instead of duration?

I've installed civi for many organizations and every single one of the groups would prefer to select an end time for activities instead of duration. Ideally I'd like for them to enter the activity's ...
pmoz's user avatar
  • 1,821
1 vote
0 answers
31 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 ...
Sean's user avatar
  • 11
1 vote
0 answers
30 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 ...
Rose Lanigan's user avatar
  • 1,050
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 ...
Oddjob's user avatar
  • 43
1 vote
0 answers
54 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" ...
adi kusdianto's user avatar
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
0 answers
46 views

When filtering with data in civicrm/contact/view/case&reset=1 I get an error and no filtering

I have a problem in civicrm/contact/view/case&reset=1 when I use the date filter. I have an Italian localization with date format set to dd/mm/yyyy. I choose a date in the calendar and then I ...
Johan's user avatar
  • 113
1 vote
0 answers
31 views

Saved Cases not showing

On occasion, a Case that has been added to an Individual will not show up under the cases section of the individual summary for anywhere between 5 and 40 minutes. I have tested this myself, but ...
shaunalot's user avatar
1 vote
0 answers
46 views

Outlining the required steps in a case type

I'm looking for a way to document the steps that a person should go through when a case of a particular type is opened. My steps are something like this: Have the person fill out this form Have them ...
richardsplayground's user avatar
1 vote
0 answers
129 views

Documentation on using CiviCase tokens

Civicase Tokens Extension does not have documentation. I am trying to use the tokens to do a print/merge of case information. The print page is blank. Any suggestions? Have case tokens been used ...
Dave T's user avatar
  • 1,239
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
0 answers
58 views

Printing Report in CiviCase

Editing original post: When I click "Print Report" from a case, the page is not pulling the CSS and activities are not showing. After the page reloads, I receive an error: Warning: DOMDocument::...
Kristine's user avatar
  • 1,173
1 vote
0 answers
107 views

add new conditions in postProcess hook - Civicrm

I am writing an extension to enhance search builder. I am using myext_civicrm_postProcess hook and I've my 2 extra fields in builder form. I wanted to add only 2 more fields into existing search ...
Vineet's user avatar
  • 111
1 vote
0 answers
35 views

How can I use webform to "assign to another client" for civicase

I am trying to provide a webform that can be used to assign a case (and lots of relationships) to another client. I don't seem to be able to get this to replicate the outcome of doing this via the ...
petednz - fuzion's user avatar
  • 28.3k
1 vote
0 answers
46 views

How would I build a drupal view that shows information from a case including who holds each of the case roles?

I would like to build a drupal view that shows information from a case including who holds each of the case roles. For example the view would show Case Id: 1234 Case Status: Scheluled Role 1 contact:...
Gemma - Fuzion's user avatar
1 vote
0 answers
38 views

Specific reports from civicase

We have developed a sophisticated and fairly detailed civicase. However, we are having some difficulties in using Advanced Search to produce detailed reports based on some of the fields we have ...
Dave Smith's user avatar
1 vote
0 answers
63 views

Combining case timeline with case sequence(s)

Our organization would like to record all activities for coaching processes with clients. In order to accomplish this I consider using Civicase. The case could comprise following: Activities on the ...
TonV's user avatar
  • 105
1 vote
0 answers
65 views

CiviCase losing Relationship in Case?

Since upgrading to 4.7.3 on WordPress, some of our Cases seem to be losing a relationship role. They are not linked to the case from the contact record either, even after re-adding them to the case. ...
G H's user avatar
  • 1,146
1 vote
0 answers
68 views

Permission(s) to edit cases created by the user

I want to restrict a role to be able to create cases in CiviCase and be able to edit them. The "access my cases and activities" permission allows the role to create cases, but not to add new ...
T. Mich.'s user avatar
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 ...
Jan's user avatar
  • 107
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`...
Jan's user avatar
  • 107
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. ...
Jan's user avatar
  • 107
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 ...
Nick's user avatar
  • 41