Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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4
votes
3answers
54 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 ...
0
votes
1answer
14 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 ...
2
votes
1answer
15 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
24 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 ...
1
vote
1answer
55 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
44 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
106 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
1answer
53 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
20 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, ...
2
votes
2answers
102 views

Email from case - subject line change to Case ID

I'm looking to swap out the hashed ID for the case ID in Case emails (now that email processing works for this and you can search by case id.) I've looked through the two related posts here on stack ...
1
vote
1answer
17 views

How to set a Task or Communication in Compucorp new CiviCase

After creating new Activity Type either Task or Communication, I cannot see them in the Option for new Task or Communication. Even after the Caches cleared, the Task remains empty and Communication ...
0
votes
1answer
53 views

How do I request an issue to be moved to the paid issue queue when I did not create the issue?

I'm wanting to move this issue to the paid issue queue from gitlab. I'm not exactly sure what the steps are since I have not started the issue. https://lab.civicrm.org/dev/core/-/issues/1400 Are only ...
1
vote
1answer
23 views

CiviCase: Migrate historical logs

Since installing the new CiviCase extension (very nicely done, btw!), we see the following warning in our System Status: This database includes ~10 historical activity revisions based on the legacy ...
1
vote
1answer
27 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
vote
2answers
39 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
vote
1answer
32 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 ...
2
votes
2answers
97 views

Can I get a list of contacts without created case?

I'm wondering if it's possible to get a list of contacts without a created case (even if the case is closed). We have a workflow when some beneficiaries "apply" to be "active ...
1
vote
1answer
24 views

Word limit on Case Details

After updating to CiviCRM 5.27.0 on Drupal, a user reports that pasting large text content in the "Details" box in CiviCase activities cutoff the text. Is anyone else seeing this issue?
1
vote
1answer
22 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, ...
1
vote
0answers
38 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
votes
3answers
75 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 ...
2
votes
1answer
68 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
votes
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&...
3
votes
3answers
87 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
vote
3answers
47 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
vote
1answer
56 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
votes
3answers
106 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
vote
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 ...
1
vote
0answers
21 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
votes
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
votes
1answer
35 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 ...
4
votes
2answers
48 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
votes
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
votes
1answer
49 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
votes
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
votes
1answer
38 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
vote
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
vote
2answers
71 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
vote
0answers
19 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
vote
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
vote
2answers
35 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
votes
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
votes
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
34 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
82 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
votes
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
vote
1answer
24 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
votes
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
votes
3answers
174 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 ...

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