Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

Filter by
Sorted by
Tagged with
1
vote
1answer
7 views

Is there a way to insert Case Type definitions?

I have a Drupal/CiviCRM instance (v 5.19.3) that I have inherited. It seems much of the custom work was done prior to version 4.6. And then it was upgraded to 5.19.3 without updating the ...
1
vote
1answer
29 views

Activity - custom date format display incorrect

I've added a date and time field to an activity ('departure date'). The problem is that it steadfastly refuses to display as anything other than YYYY-MM-DD HH-MM-SS even though the custom field is ...
3
votes
1answer
81 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 ...
2
votes
0answers
23 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, ...
1
vote
0answers
15 views

Civirules send email action creates activity in UTC time

I have a rule with the trigger "Case activity is added". This activity is an "Alert" activity, and when is created, the action "Send E-mail to contacts on a case", sends ...
1
vote
1answer
20 views

User cannot sort the cases using 'most recent'

On Find case result screen, when sorted using 'Most recent' column get DB error. Is this know error? Type DB_Error Code -19 Message DB Error: no such field Mode 16 UserInfo SELECT ...
0
votes
0answers
29 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: ...
1
vote
1answer
61 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 ...
0
votes
1answer
19 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 ...
1
vote
1answer
62 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
votes
1answer
122 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" ...
0
votes
1answer
16 views

Workflow for managing duplicate cases

We've found an issue where a member of staff has created a new case for an existing contact instead of adding an activity to an existing case (Training and documentation is being addressed) But it ...
2
votes
1answer
58 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 ...
1
vote
1answer
14 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
1answer
122 views

Civicrm - Expense extension [unable to edit expenses]

Having trouble to figure out whats wrong with the edit expense function as it always return a blank page. What could be the issue? I extracted the error code from the error log. My setup environment: ...
0
votes
1answer
19 views

Drupal Views and Case Relationships

I'm setting up a vew of cases of type "x" and using views relationships to pull in cases relationships such as "Case Worker for" Client- as well as client details. If, I have a ...
4
votes
4answers
425 views

How do I setup a webform so that an existing activity in a case is updated?

Here's the scenario: A user submits a webform that creates a case. An administrator assigns a role in that case to a second user, and edits a specific activity (activity ID = xxx) in that case to ...
1
vote
1answer
30 views

Case reports only work properly for originating user - bug or as designed (or both)?

A user has reported that doing an 'Export to CSV' from a case report works OK when she does it, but doesn't work for a user 'B' - even though user 'B' has the correct access (we're using ACLs). ...
1
vote
1answer
34 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 ...
0
votes
1answer
35 views

Unable to manage CiviCase cases

I've installed CiviCRM, and made sure my Drupal 8 role settings give Admins full permissions for CiviCRM. I am able to create cases for constituents, but cannot do anything else such as add Activities,...
0
votes
1answer
19 views

All CiviCase Functionality Gone Despite Component Being Enabled

All the CiviCase functionality has gone in our CiviCRM D7 (version 5.34.0) website even though the component is enabled. All the menu items for CiviCase are not there. I have flushed all caches, reset ...
1
vote
1answer
50 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 ...
1
vote
1answer
31 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, ...
2
votes
1answer
54 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 ...
2
votes
1answer
76 views

CiviCase permissions break My Cases dashlet

CiviCRM 5.14.0 Drupal 7.67 Users with CiviCase permission "access all cases and activities" have no issues, but users with "access my cases and activities" get an error ("DataTables warning: table ...
3
votes
2answers
52 views

Open CiviCase via Webform with manager role assigned

We are trying to set up a webform to open a case and assign a case role (manager). I configured two contacts - coordinator and client - and assigned them to the case in the webform. The client as ...
2
votes
1answer
88 views

Case Dashboard- Cases with upcoming activities and Cases with recently performed activities lists show empty

In the case dashboard (D7, Civi 5.8.2) The lists of cases with recently performed or upcoming activities are showing no results Even though I know there are cases that meet the criteria. ...
1
vote
1answer
45 views

Any recommended alumni tracking system that integrates with Civi?

We are a small non-profit school (around 70 students) and we would like to keep some stats on our alumni so we can measure how well are doing at training. Is this something you would use CiviCase for?...
1
vote
1answer
78 views

Activity Duration in Hours extension NOT working for CiviCase

Currently using CiviCRM Version 5.31 (Wordpress Version 5.5.3) Installed the extension to change Activities Duration from Minutes to Hours https://lab.civicrm.org/extensions/activityhours The ...
1
vote
1answer
11 views

Changing display on CiviCase search results

Currently, when I search using Find Cases on CiviCase, the results are displayed in 9 columns: Client, Subject, Status, Case Type, My Role, Case Manager, Most Recent, Next Sched., Actions. We don't ...
2
votes
1answer
17 views

case details field not available through UI

Is it true that the Case Details field can be populated, but cannot be seen through the UI in CiviCRM? This seems odd - if it's true I'll open an issue in gitlab, but wanted to check in with the ...
2
votes
1answer
40 views

Civicase add timeline but activities not shown

Version:civicrm-5.33.1-wordpress I tried to create a timeline hoping then when i add it, it will be shown in the activities tab. But apparently this is not working. Is there any setting i missed out?
0
votes
1answer
20 views

Why does my 'Delete Case' action in the case search report not work?

When I use the 'Find Cases' report (from the Case menu), and I select [Delete Cases] it does nothing. And it looks de different. Like this: CiviCRM version 5.34.alpha1 on Drupal: And besides that, ...
1
vote
2answers
49 views

Change permission to “Print Report” in CiviCase

I want to modify CiviCase so that every user with the right "view my cases and activities" can see and use the "Print a Report" button in the Case View. Right now, this is only ...
3
votes
1answer
77 views

Filing activities on closed cases

In Civi 4.6, when you filed/moved and activity to a case, you could choose a closed case from the list. In fact, there was a conditional to show closed cases with a strikethrough. In 4.7, when ...
4
votes
1answer
116 views

Case ID in e-mails from case

When sending e-mails from a case in CiviCRM the subject line contains a hashed case id between square brackets. It looks something like [case #a234db] Subject of the e-mail which is not really user ...
2
votes
1answer
58 views

Version 5.31.0 seems to break the CiviCase Extension

We have the CiviCase (uk.co.compucorp.civicase) extension on our site. It's updated to the latest commit (52d0fbf31c5f4b4fe2a2523c9cec42bfbbec1e58). It was working fine in 5.30. However, when I ...
0
votes
1answer
18 views

Sort function for Activities in CaseView

I want to sort the Activity Types that appear in the dropdown menue in CaseView, when clicking "Add Activity". It should be sorted according to a determined order (based on frequency of use)....
0
votes
2answers
30 views

Adding a column for Document Links to the Activity table in CaseView

In the CiviCRM Case View, I want to add another column to the Activities table. Right now, the last column contains some links ("View", "Edit", "Delete") and one link to ...
0
votes
1answer
22 views

Adding a field to the Create Activity Form

I'd like to change the form that opens when adding an Activity to a Case (depending on activity type). Specifically, I'd like to add a field. I tried finding the fields I want to change in sites/all/...
1
vote
1answer
29 views

Marking Activities with Priority “urgent” in another color

In the CiviCRM system I work on, activities created for a specific case can have the priority "normal" or "urgent". This attribute is set by the user when creating the activity ...
1
vote
1answer
430 views

Create array in Smarty template

I want to modify the Smarty template sites/all/modules/civicrm/templates/CRM/Case/Audit/Report.tpl. I want to complement an existing foreach expression with comparing the incoming variable $group....
1
vote
1answer
50 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 ...
2
votes
2answers
246 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 ...
2
votes
2answers
21 views

Icons are not populating to be selected for Activity Type Options

Until today I have been able to change or add an icon to an Activity Type. Now when I click on the icon, the Choose Icon box pops up with a search dialog and the option for no icon but I'm not seeing ...
4
votes
3answers
62 views

How can I access an activity's grouping value in CiviCases?

I've only started trying to change some features of an existing CiviCRM database in a testsystem (using CiviCases). So I am still a beginner, I excuse myself if this is a silly question, and any hint ...
2
votes
1answer
17 views

CiviCase activities: cursor jumps in wrong order

Iam adding a new activity within a case, filling out only the fields A) subject B) details. Then going to change the status and clicking in, the cursor jumps back to subject. If i change the flow, ...
2
votes
2answers
29 views

Change the layout of CiviCRM > CiviCase Dashboard > Find Cases

I've only started trying to change some features of an existing CiviCRM database in a testsystem (using CiviCases). So I am still a beginner, I excuse myself if this is a silly question, and any hint ...
2
votes
1answer
109 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 ...
2
votes
1answer
27 views

CiviCase Issue when viewing case file

I'm having a major issue with Civicase, Anytime I try to view or search for a case file, I'm getting an error. I have no problem creating new case files, I have no problem creating new case types, ...

1
2 3 4 5
8