Questions tagged [civicase]
civicase identifies issues related to the CiviCase CiviComponent.
37
questions with no upvoted or accepted answers
4
votes
0answers
51 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 ...
3
votes
0answers
65 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 ...
3
votes
0answers
51 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 ...
2
votes
1answer
30 views
Print merge document from case search files on wrong contact
I've already reported this as a bug but would love to help solve this - am hoping you guys can help point me in the right direction. (https://lab.civicrm.org/dev/core/issues/893)
When 'Record ...
2
votes
0answers
40 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 ...
2
votes
0answers
23 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
votes
0answers
23 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 ...
2
votes
1answer
36 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
1answer
71 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" ...
2
votes
0answers
57 views
Case activities are not shown in activity tab but appear in the filter
In the Activity tab for a contact, case activities are not shown. I would rather they were, but I can live without that.
But in the filter for including and excluding activity types from the view, ...
2
votes
0answers
71 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 ...
2
votes
0answers
51 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 ...
2
votes
0answers
86 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 ...
2
votes
0answers
99 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 ...
1
vote
1answer
51 views
Add field on Case type form
I want to add a field on Case type setting (civicrm/a/#/caseType/1 which is build in angular js) either just below the description field or as a tab besides case role tab. What is the easiest way to ...
1
vote
1answer
38 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
1answer
42 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 ...
1
vote
1answer
18 views
Can nomination be part of the workflow for CiviCase?
Historically, I've used CiviCRM for events and member management. I've never used CiviCase, but I think this situation probably calls for CiviCase. Any insight will be helpful.
In short, the client ...
1
vote
0answers
16 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 ...
1
vote
0answers
21 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
1answer
30 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
0answers
29 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 ...
1
vote
0answers
19 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 ...
1
vote
0answers
37 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
0answers
61 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
vote
0answers
48 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 ...
1
vote
0answers
44 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
vote
0answers
68 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 ...
1
vote
0answers
53 views
Make Default Activity Status Blank
When creating a new activity, is there a way to have the default activity status as blank/empty? Currently, when creating a new activity, the status is scheduled. I noticed that sometimes, users ...
1
vote
0answers
20 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 ...
1
vote
0answers
34 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:...
1
vote
0answers
36 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 ...
1
vote
0answers
36 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 ...
1
vote
0answers
51 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
vote
0answers
54 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 ...
0
votes
0answers
34 views
In 4.7 CiviCase relationships are being inserted the wrong way round: bug or feature?
On the 4.7 Drupal demo site I created a case of type 'Housing Support' for Rebekah Adams. I added Beulah Barkley as the 'Benefits Specialist. My user (Test Test in the demo) was the 'Homeless Service ...
0
votes
0answers
22 views
CiviCase - cannot change summary
When I try and make changes in the Summary on CiviCase (i.e. change status or type) I get the error message: required params missing.
Any ideas on what is causing this and how to fix it?
