Questions tagged [civicase]
civicase identifies issues related to the CiviCase CiviComponent.
36
questions
6
votes
3
answers
286
views
Problem with CiviCase
I have tried to enable the access to the Access my cases and activities as per The docs here - https://docs.civicrm.org/user/en/latest/case-management/set-up/
Access my cases and activities: allows a ...
- 623
6
votes
3
answers
229
views
How to make status always 'Completed' for activities added to a case?
A couple of clients would like to use CiviCase and both of them have very unstructured cases, so a timeline or a sequence is not appropriate. So I have created a case without a timeline or sequence ...
- 4,720
4
votes
1
answer
171
views
What is the status of the make it happen for permissions on activities and cases?
The make it happen listed here is something we're interested in having. What does it mean to be a "confirmed" make it happen? Is this particular capability coming soon?
(I emailed the make it happen ...
- 371
3
votes
1
answer
162
views
Users with Case roles cannot edit activities assigned to them: is this a bug?
first post so please forgive any netiquette transgressions. I'm following the guide https://civicrm.org/bug-reporting to get confirmation this is a bug.
Version: 4.6.12 (also present in 4.7.1)
CMS: ...
- 31
3
votes
1
answer
141
views
Can CiviCRM be used in a HIPAA context?
I was talking to somebody over the weekend regarding a site that seemed a perfect match for CiviCRM -- including donations, event registration, contact/relationships, case management. When I mentioned ...
- 8,253
2
votes
2
answers
127
views
If contact has multiple cases, how do I filter a view to show only case roles associated to that case type
We have contacts that may have multiple cases, each with a case coordinator.
I have created a view for each case type that shows the associated case coordinator along with last activity date, links ...
- 1,821
1
vote
1
answer
252
views
AJAX problem in CiviCase - Administer Case Types
I'm getting the same effect as reported here. I'm trying to set up CiviCase, and all seems fine except when I try to Administer->CiviCase->Case Types I just get blank screen.
The JavaScript console ...
- 1,278
1
vote
1
answer
169
views
Unable to enable CiviCase - Definer v Invoker problem maybe
Drupal 7, Civi 4.7.24
*******Updated at bottom*********
I am unable to enable CiviCase. All other civi components are enabled. I was running 4.7.21 and attempted to enable it and got the following ...
- 1,411
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 ...
- 68
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 ...
- 1,247
5
votes
1
answer
122
views
Case Manager not updating correctly (CiviCRM 4.7.21)
When I added some case roles and set the case manager to one of these roles it doesn't appear to update on the case summary screen.
Set up case
http://dmaster.demo.civicrm.org/civicrm/a/#/caseType
...
- 836
4
votes
1
answer
171
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 ...
- 3,645
4
votes
3
answers
126
views
CiviCRM 5.4, Unable to create case type (angular validation error)
On fresh Install Civi 5.4, Core expect to have new option group called "Activity default assignee", but upgrade script not executed and not updated the option group table with "Activity default ...
- 41
4
votes
3
answers
294
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-...
4
votes
0
answers
110
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 ...
- 1,278
4
votes
1
answer
70
views
Activities pane on Manage Case page
Does anyone know how to make the Case activities in the activities pane display in ascending order by default (earliest first)? At the moment, they appear in descending chronological order (latest ...
- 1,278
3
votes
1
answer
84
views
Formatting tags shown in activity view
It seems that any activity created in 4.7.1 (not sure about earlier 4.7 versions) sometimes shows all formatting tags when viewed.
I reproduced this both in Wordpress and Drupal demos by creating a ...
- 63
3
votes
2
answers
83
views
Module or extension to use for tracking agreements?
I'm looking for a module or extension that has been written for tracking contracts/agreements between organizations within CiviCRM (on drupal). We would like to be able to track all the activities ...
- 371
3
votes
2
answers
94
views
Differences in results between 'Find Cases' and a 'Case Report'
Using 4.6.10 currently, although aiming to update shortly, I've created a case summary report from the template that simply lists all cases that are either 'ongoing' or 'urgent'. This lists 10 cases. ...
- 3,935
2
votes
1
answer
210
views
Adding Case Role to CiviCRM Cases Views
I have created a CiviCRM Cases View. How would I add a column for "Case Manager" role to the Views? I am unable to find the field where that can be displayed.
- 1,173
2
votes
1
answer
189
views
What are some best practices for inbound email handling with CiviCRM?
Our organization has grown past the point where one person can handle the inbound e-mail from our members. I'm looking for best practices from the community on how to handle this.
We don't want to ...
2
votes
2
answers
231
views
Webform created for case activity and multiple case types
Drupal 7.39
Webform Civi Integration version 7.x-4.11.
Just noticed that for contacts with multiple open case types, a new activity submitted via a webform does not always go to the correct case type....
- 1,821
2
votes
1
answer
46
views
CiviCase - Edit Actions with permission: "CiviCase: access my cases and activities"
Im Configurating CiviCase and I have seen that if a contact has the "CiviCase: access my cases and activities" permission, he cannot use the actions of the assigned roles.
I understand that this ...
- 155
2
votes
3
answers
85
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 ...
user7094
1
vote
1
answer
71
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?...
- 21.7k
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 ...
1
vote
1
answer
92
views
Civicase Dashboard - reordering case types
Running Wordpress 4.3 , and Civi 4.6.8.
My organisation currently has around a dozen Case types, and we will soon have more.
In the CiviCase Dashboard, these are listed under "Summary of Involvement"...
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1
vote
1
answer
155
views
How can I modify what is displayed on the civicase dashboard?
currently it shows Contact / Subject / Status / Type / Mt Role / Manager / Most Recent /
I want it to show
Contact / Subject / Activity Status / Custom field 1 / custom field 2
1
vote
1
answer
139
views
How can I display only Cases without Case Managers using Drupal Views
I'm using CiviCRM 4.6.9, if it makes a difference.
I want to use Drupal Views to display only CiviCase cases that do not have case managers.
I feel as though I'm close... so close, but I'm not quite ...
1
vote
1
answer
60
views
Formatting of formatted text in print case and activiy audit
I'm sure this shoudl be fairly straight forward. I think i'm looking in the wrong place.
When I try to print the report of a case (civicrm/case/report/print?) or undertake an activity audit of a ...
- 137
1
vote
1
answer
52
views
If a civicase is reopened why isn't the Case Coordinator (and other roles) reinstated?
Client is wondering why when a Case is reopened it does not regain the Case Roles it had when it was closed.
Seems a fair enough question.
So perhaps the follow on question is - will a patch to fix ...
- 28.1k
1
vote
1
answer
154
views
Permission role to access Cases when using Volunteer?
The context is Drupal 7 w/ CiviCRM When a contact/user given in Drupal, want to access Cases (with full Volunteer & Case permissions given), there is an warning :
Warning: Declaration of ...
- 553
1
vote
0
answers
54
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 ...
- 45
1
vote
1
answer
102
views
Debug PseudoConstant
I noticed recently under my Drupal "recent logged messages", I've been getting errors logged with the message:
"Deprecated function, use CRM_Core_PseudoConstant::getKey Array ( [civi.tag] => ...
- 1,173
0
votes
3
answers
147
views
With an upgrade to 4.7.3, Civicase has become inoperable
This is an addition to the question I asked last week. I have been using Civicase for 4 years and now I am unable to use it at all. Below I have provided more details about the problem that I did not ...
- 103
0
votes
2
answers
50
views
Unable to access clients in CiviCase
I am using Wordpress 4.4.2 and recently upgraded Civicrm to 4.7.3
When I try to "manage" a case, that is, access the record itself, I get this message:
Sorry but we are not able to provide this at ...
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