Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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1answer
21 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, ...
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0answers
19 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 ...
2
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3answers
69 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 ...
1
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1answer
63 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 ...
3
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1answer
12 views

Any way to catch the user hitting “cancel” or close on Print/Merge form - as activity list does not refresh?

The particular issue I am trying to deal with is that the print/merge form (Export Document on Manage Case) does not refresh the civiCase activities list. This is because the user never "saves&...
1
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1answer
23 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 ...
3
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3answers
77 views

CiviCase: How to handle confidential cases

I have the following use-case: employees usually have access to all cases in CiviCRM, but occasionally there can be a sensitive case that must only be visible to users with a higher permission level. ...
1
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3answers
43 views

civiCase emails don't use case tokens?? Print/merge does? What am I doing wrong?

I have templates that use a range of tokens from the contact and the case, including standard case tokens and custom fields. i.e. {contact.display_name}   {case.id}   {case.subject}   {case....
1
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1answer
55 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 ...
3
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3answers
104 views

Can webform be used to terminate one Case Role and create a replacement?

Scenario: A case has a Purchasing Partner role. Sometimes that needs to be changed and we want to do so via a webform (from a View with links containing whatever cid1 etc it needs). My testing shows ...
1
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1answer
36 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 ...
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0answers
20 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 ...
2
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1answer
36 views

No contact names in activity emails but only name_{contact_id}. Why?

The emails that are sent by civicrm 5.5.3 (but had same problem with 5.4.1) to a an assigne of a case activity don't have the names of the client, assigne, etc but only a signpost made up of name_{...
2
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1answer
31 views

'DB Error - No Such Table' — CiviCase in Drupal 7

I have a Drupal 7 + CiviCRM database with CiviCase. This is a fairly new install. I would say CiviCRM was installed fresh about 3-4 months ago. As of now, CiviCRM has been upgraded to the latest ...
1
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1answer
53 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 ...
2
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1answer
99 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
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1answer
52 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 ...
4
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2answers
45 views

Editing a submission on Drupal Webform - not updating CiviCRM

I've got a webform that creates a Case and two Contact Records (one of whom is logged in as authenticated user). I want to allow the user the ability to edit the webform. I've tried two options: ...
2
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1answer
14 views

Finding another case manager's cases

Is there a way of using advanced search to find another case manager's cases? I find the reports really complicated but would like to find another person's cases so I can update the notes. It's really ...
2
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1answer
46 views

What's the best way to update ambiguous relationship types?

On some older sites we are now getting warnings relating to ambiguities in relationship set ups. What is the best way to change the relationship settings without affecting existing relationships? ...
0
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1answer
11 views

'Cases' option missing in Advanced Search - how to correct?

'Cases' are missing in Advanced Search (usually the last search item). The last 2 items I have are 'Mailings' then lastly 'Events'. I can't see any configuration option that sets this, so am puzzled ...
2
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1answer
36 views

Case Activity does't respect 'Do not notify assignees for'?

When submitting activity from case, assignee contact still gets email even though the activity type is included in 'Do not notify assignees for' setting under Display Preference. However it obeys the ...
1
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1answer
23 views

Search within a case type

I would like to be able to search for a specific Case Type as well as a Case End Date within this case type. To give an example, say I have a record that contains both Case A (which ended January ...
1
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2answers
30 views

How to remove an activity from a case or file an activity on several cases

I have an Email activity that I sent to several contacts. Each of those contacts has an active case open. My intention was to file that email on each contact's case so that I see it when I review ...
1
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0answers
17 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 ...
1
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2answers
62 views

CiviCase + CiviRules + Tokens

I would like to trigger an email to a particular Role on a Case (not the Client) when a Case Status is changed. Is this possible? I've added the CiviCase Tokens Extension, and I can create a message ...
1
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0answers
17 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 ...
1
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1answer
37 views

How to assign Drupal's system roles to Case Role in CiviCase

I would like to Use CiviCase to manage my cases. I find that the Case Roles can be assigned to update the case. However, the Case Roles are not the Drupal's system user roles. (e.g. Administrator) ...
1
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2answers
34 views

Unable to manage case tags

Im getting this error when attempting to add tags to a case. If I create a case and add tags at the same time, they get added. If I subsequestly try to remove a tag, no problem. If I subsequently ...
2
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2answers
70 views

Is it possible to install CiviCase without all the sample data?

When I enable CiviCase I get a whole load of sample configuration added in that I didn't want. Is there a way to (a) get rid of it easily and (b) install CiviCase without that happening in the first ...
0
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3answers
42 views

Activity get API3 does not return case activity

Im using API3 to get activities My code is function hook_any_activity_get($cid,$type) { $params = [ 'contact_id' => $cid, 'activity_type_id' => $type, 'sequential' => 1, '...
2
votes
1answer
30 views

Incoming Grants: CiviGrant or CiviCase?

A new non-profit is asking which component is best for tracking incoming grants, and tracking them at a more detailed level (with activities, maybe even tying the final incoming contribution to the ...
3
votes
1answer
79 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, ...
0
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2answers
47 views

Why are activities to do with a case hidden from contact records?

I have a case and it has some activities which are assigned to Betty. But when I visit Betty's contact record the activities are not listed there, neither is the case, in fact there seems to be ...
1
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1answer
22 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?...
2
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2answers
30 views

Get a view of upcoming activites for cases

I am using the lastest version of CiviCRM in the latest version of Joomla I am trying to use CiviCase to manage workflows but I find the interface counter intuitive I want to see a list of my ...
4
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3answers
168 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-...
2
votes
1answer
37 views

Why no record locking in civicase?

I haven't tested all the parts of civicase, but so far I have found that updates to activities, the main case record and custom fields are not locked. Two users can update the same information with ...
2
votes
1answer
31 views

Reassigning Case Role Gives DB Constraint on Membership

I recently moved to a new webhost with Drupal 7 and upgraded to CiviCRM 5.21.0. Everything seems to be working fine, I have no errors in the Administration Console. However, when I go to cases, and I ...
1
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1answer
23 views

How do I set a “Case Type Category” in the Compucorp CiviCase extension

I see that the Compucorp CiviCase module adds a new "Case Type Category" field to the database. However, I can see no way through the user interface to change it. This means, e.g, that I can't add ...
1
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3answers
57 views

How is case end date set?

I've just found this on one site. I have some (not all) cases of a given case type. There case status is set to a "closed" status. But the case does not have an end date. I cannot find a way to ...
1
vote
1answer
49 views

After 5.18.4 Upgrade, Cases are Missing from the List

After Drupal 7.67 and CiviCRM 5.18.4 upgrades, when you click on add a case, the correct screen opens, you can enter data, then save, and the number of cases showing in the constituent summary is ...
2
votes
1answer
157 views

Is there a problem with the REST interface on CiviCRM API?

I have the CiviCRM API REST interface working fine for retrieving Case information for individual cases. But I'd like to use the options features options.limit and options.offset so I can retrieve ...
1
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2answers
51 views

Case Details Report- Active Case Role filter

Trying to run a case details report for all cases of type "x" opened between a given date range. Noticed that not as many cases as expected show. On further investigation found that there is a ...
1
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1answer
33 views

Users with 'view own cases' permission can't access resolved cases

I have noticed that users with the 'view own cases' Drupal permission are getting an access denied error when they try to access their own resolved cases. They can access open cases no problem. Users ...
1
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1answer
19 views

Is there a function or extension that shows one view in a case containing the content of the Summary and Details fields of all activities

We are seeking to show, preferably in the management of a case not as a separate report, a list of the Summary and Details fields of all activities in a case. The goal is to promote the use of cases. ...
2
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0answers
33 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
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1answer
21 views

Adding multiple Case Coordinators in a Drupal webform?

I've got a multi-site with the following roles in Drupal: Site admin (full access) Local admin (can view all contacts) Case Manager (can view all Cases) Staff (using ACLs, can view site-specific ...
2
votes
1answer
59 views

Is there any way to switch off e-mail notifications in CiviCase?

It seems that CiviCase sends out e-mail notifications for any change that is done in case activities. Is there a way to switch off these automatic e-mail notifications? (manual e-mail messages should ...
2
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2answers
57 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 ...

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