Questions tagged [civicase]
civicase identifies issues related to the CiviCase CiviComponent.
52
questions with no upvoted or accepted answers
4
votes
0
answers
110
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 ...
- 1,278
3
votes
2
answers
127
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 ...
- 31
3
votes
0
answers
102
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 ...
- 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 ...
- 824
2
votes
0
answers
36
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, ...
- 21
2
votes
1
answer
58
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, ...
- 201
2
votes
0
answers
59
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 ...
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 ...
- 21
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 ...
- 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 ...
- 113
2
votes
1
answer
65
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 ...
2
votes
1
answer
156
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" ...
- 445
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 ...
- 121
2
votes
0
answers
67
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 ...
- 3,915
2
votes
0
answers
109
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 ...
- 181
2
votes
0
answers
109
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 ...
- 181
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
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
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
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
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
1
vote
1
answer
44
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
35
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 ...
1
vote
0
answers
44
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 ...
- 53
1
vote
1
answer
100
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 ...
- 68
1
vote
0
answers
28
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 ...
- 1,821
1
vote
0
answers
29
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 ...
- 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 ...
- 980
1
vote
1
answer
66
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 ...
- 43
1
vote
0
answers
50
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" ...
1
vote
1
answer
83
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 ...
1
vote
0
answers
44
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 ...
- 113
1
vote
0
answers
29
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 ...
- 11
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 ...
1
vote
0
answers
118
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 ...
- 1,189
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 ...
- 45
1
vote
0
answers
56
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::...
- 1,163
1
vote
0
answers
106
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 ...
- 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 ...
- 28k
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:...
- 824
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 ...
- 181
1
vote
0
answers
58
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 ...
- 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. ...
- 1,146
1
vote
0
answers
66
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 ...
- 63
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
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 ...
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
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
0
votes
0
answers
48
views
Documenten document extension - backfilling documents
I was testing out the functionality of the Documenten extension as it looks promising. (We use CiviCase heavily and are starting to scan some paper files and add them to cases.)
The blog post here: ...
- 2,488
0
votes
1
answer
49
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
...
- 31