Questions tagged [civicase]
civicase identifies issues related to the CiviCase CiviComponent.
412
questions
2
votes
1
answer
67
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 ...
CommunityBot
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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 ...
CommunityBot
- 1
1
vote
1
answer
13
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 ...
- 21.7k
1
vote
1
answer
37
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 ...
CommunityBot
- 1
0
votes
1
answer
28
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, ...
CommunityBot
- 1
3
votes
2
answers
130
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 ...
CommunityBot
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1
vote
1
answer
40
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/...
CommunityBot
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1
vote
1
answer
109
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 ...
CommunityBot
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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, ...
CommunityBot
- 1
1
vote
1
answer
46
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 ...
CommunityBot
- 1
1
vote
1
answer
27
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 ...
- 21.7k
0
votes
1
answer
50
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 ...
CommunityBot
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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 ...
CommunityBot
- 1
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
...
CommunityBot
- 1
0
votes
1
answer
23
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 ...
- 28.1k
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 ...
CommunityBot
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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" ...
CommunityBot
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1
vote
1
answer
30
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 ...
CommunityBot
- 1
2
votes
2
answers
340
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 ...
- 3,501
1
vote
1
answer
21
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 ...
- 21.7k
1
vote
1
answer
178
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. &...
- 38.6k
1
vote
1
answer
26
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 ...
- 21.7k
2
votes
1
answer
55
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 ...
- 21.7k
2
votes
1
answer
39
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 ...
- 17.5k
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 ...
- 21.7k
1
vote
1
answer
29
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 ...
- 21.7k
0
votes
1
answer
52
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 ...
- 21.7k
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 ...
- 4,720
0
votes
1
answer
44
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 ...
- 21.7k
1
vote
1
answer
54
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 ...
- 21.7k
2
votes
1
answer
29
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 ...
- 21.7k
1
vote
1
answer
36
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.
- 21.7k
6
votes
1
answer
160
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 ...
- 28.1k
1
vote
1
answer
21
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 (...
- 21.7k
3
votes
2
answers
69
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 ...
- 2,037
2
votes
1
answer
99
views
How do i open a case when a specific activity is added
How can I create a case with a set case type when a specific activity is added to a contact or a contact is added to a particular group?
New contact joins using WordPress integration form.
A new ...
- 39
1
vote
1
answer
29
views
CiviCase Dashboard exports all cases instead of the results
If I start at the CiviCase dashboard, select "All Cases", then select a Status - I get the search results that I would expect. Something like all the cases of Type X that have status "...
- 21.7k
0
votes
0
answers
22
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
1
answer
21
views
Conditional Allow Contacts to create or add a new case
CiviCRM Noob here...
I have the requirement to allow for contacts/individuals to file a request for benefit.
I have a case and timeline created. My question is how does the contact initiate the case ...
1
vote
2
answers
60
views
Advice on implementing workflow, involving opening new case for contact created by profile
I would like to implement the following workflow: a "potential church volunteer (PCC)" fills in his or her details in a profile hyper-linked to from a WordPress website. This creates a ...
- 3,356
1
vote
2
answers
55
views
Is it possible to open a case for a (smart) group of contacts?
I've defined a smart group and I've defined a case type. And now I'd like to open this case type for all contacts in a smart group. Is this possible? The alternative would be to click into each ...
- 3,993
1
vote
1
answer
29
views
Change CiviCRM extension (module) names
I want to change the Case extension/module name from Case to Tasks in CiviCRM and not sure if it is possible. Having worked with SuiteCRM, I know this can be done but not sure where in Civi this is/...
- 30.8k
1
vote
1
answer
52
views
Using CiviRules to create a Case on a Contact record
I'm trying to use CiviRules in WordPress to create a new Case for contact records using a Field Value Comparison (when a custom data field "is not empty").
My test cases are confirming that ...
- 11.8k
4
votes
1
answer
62
views
Reassign Role in Multiple Cases
What is the best way to reassign a case manger for multiple cases in CiviCase? For example, a case manager is leaving the organization and we need to reassign these cases to a new person. I can go to ...
- 1,173
1
vote
1
answer
40
views
How can I search for contacts without a specific Activity Type?
I have created an Activity Type "Ceremonial" to attach to Contacts via Cases, which I am using to track qualifications we have awarded, honours we have granted and Fellows that we have ...
- 21.7k
1
vote
1
answer
70
views
Search Kit search for cases and roles
On search kit I am trying to create a table with case related information in it (e.g. case status, case type, country). To achieve this I have created a 'search for cases' with the relevant filters ...
- 21.7k
2
votes
1
answer
62
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/#...
- 3,645
1
vote
0
answers
33
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
2
votes
2
answers
88
views
Export Activities associated with CiviCase
We're currently discussing whether it's possible to use the activities recorded in a Case (including the scheduled activities in a timeline), export them into Excel and convert it into a Gantt chart, ...
- 31
0
votes
1
answer
35
views
Link a Case to a Contribution?
Is there a way or does anyone have a current extension that allows us to link a specific Contribution to a specific Case? We'd like to be able to report on the contribution amounts we have received ...
- 30.8k