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Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

43 questions with no upvoted or accepted answers
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4
votes
0answers
79 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 ...
3
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0answers
74 views

Merging contacts and cases

I think I have found an issue with merging contacts (and it also seems to manifest when assigning a different client to a case - which apparently performs a similar merging function). On the demo ...
3
votes
0answers
55 views

How would I create a drupal view that pulls information from 3 different activities that are all stored on a single case?

I want to create a drupal view that pulls in information from different activities stored on a CiviCase and information about the case and case client. List of fields to include would be something ...
2
votes
0answers
35 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
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 ...
2
votes
0answers
51 views

Network Error Related to CiviCase After Recent Upgrade to 5.8.2

I am new here and not an IT person so hopefully I ask this question correctly and with enough detail. We upgraded over the weekend from CiviCRM 4.7 to 5.8.2 (drupal) and each time I login to the ...
2
votes
0answers
28 views

Search primary details only, turned off - duplicate/additional case export lines

The additional feature to choose whether or not to search primary details only (introduced somewhere in Civi 4.7) has an undesirable effect on case exports - with the preference set to 'no'. As an ...
2
votes
0answers
31 views

Timeline not working as before in case activities after upgrade from 4.7 to 5.1

I have a scenario in civicase > Case Types with a Timeline with multiple activities inserted in the following way: Activity Status Reference Offset Select Meeting Scheduled Meeting 7 Newest Meeting ...
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
107 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
0answers
77 views

creating case types with different component than CiviCase for attached activity types

We created an extension for tasks management which define a new civicrm component called CiviTask .. I want to create 4 case types (with attached activity Types set and a standard timeline ) when ...
2
votes
0answers
55 views

What are the optimal settings to enable a Drupal webform to create a case and populate an activity within the case?

I have a case configuration that includes a specific activity type (lets call it activity type A) in the standard timeline. This is useful for users who want to create and manage a case directly ...
2
votes
0answers
101 views

Sending scheduled reminders in civicase

I am trying to set up a scheduled reminder from an activity in Civicase. The options in scheduled reminders are these: I presume what I need to do is send reminders to "Activity Assignees" - that ...
2
votes
0answers
100 views

CiviCase - cannot save

I am part way through setting up CiviCase. All went well until all of a sudden I get this error message: "Sorry an error occurred and your information was not saved" Is there a limit to the number ...
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 ...
1
vote
1answer
33 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
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
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 ...
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
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
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
1answer
57 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 ...
1
vote
0answers
26 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 ...
1
vote
0answers
34 views

create civi case using standalone script

creating using standalone php script, http://prntscr.com/n281zd get bellow error http://prntscr.com/n28279 Using cv cli, have same error too cv api Case.create case_type_id="housing_support" ...
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 ...
1
vote
0answers
31 views

When filtering with data in civicrm/contact/view/case&reset=1 I get an error and no filtering

I have a problem in civicrm/contact/view/case&reset=1 when I use the date filter. I have an Italian localization with date format set to dd/mm/yyyy. I choose a date in the calendar and then I ...
1
vote
0answers
24 views

Saved Cases not showing

On occasion, a Case that has been added to an Individual will not show up under the cases section of the individual summary for anywhere between 5 and 40 minutes. I have tested this myself, but ...
1
vote
0answers
39 views

Outlining the required steps in a case type

I'm looking for a way to document the steps that a person should go through when a case of a particular type is opened. My steps are something like this: Have the person fill out this form Have them ...
1
vote
0answers
92 views

Documentation on using CiviCase tokens

Civicase Tokens Extension does not have documentation. I am trying to use the tokens to do a print/merge of case information. The print page is blank. Any suggestions? Have case tokens been used ...
1
vote
0answers
48 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 ...
1
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0answers
50 views

Printing Report in CiviCase

Editing original post: When I click "Print Report" from a case, the page is not pulling the CSS and activities are not showing. After the page reloads, I receive an error: Warning: DOMDocument::...
1
vote
0answers
84 views

add new conditions in postProcess hook - Civicrm

I am writing an extension to enhance search builder. I am using myext_civicrm_postProcess hook and I've my 2 extra fields in builder form. I wanted to add only 2 more fields into existing search ...
1
vote
0answers
59 views

Make Default Activity Status Blank

When creating a new activity, is there a way to have the default activity status as blank/empty? Currently, when creating a new activity, the status is scheduled. I noticed that sometimes, users ...
1
vote
0answers
22 views

How can I use webform to “assign to another client” for civicase

I am trying to provide a webform that can be used to assign a case (and lots of relationships) to another client. I don't seem to be able to get this to replicate the outcome of doing this via the ...
1
vote
0answers
35 views

How would I build a drupal view that shows information from a case including who holds each of the case roles?

I would like to build a drupal view that shows information from a case including who holds each of the case roles. For example the view would show Case Id: 1234 Case Status: Scheluled Role 1 contact:...
1
vote
0answers
38 views

Specific reports from civicase

We have developed a sophisticated and fairly detailed civicase. However, we are having some difficulties in using Advanced Search to produce detailed reports based on some of the fields we have ...
1
vote
0answers
52 views

Combining case timeline with case sequence(s)

Our organization would like to record all activities for coaching processes with clients. In order to accomplish this I consider using Civicase. The case could comprise following: Activities on the ...
1
vote
0answers
55 views

CiviCase losing Relationship in Case?

Since upgrading to 4.7.3 on WordPress, some of our Cases seem to be losing a relationship role. They are not linked to the case from the contact record either, even after re-adding them to the case. ...
1
vote
0answers
58 views

Permission(s) to edit cases created by the user

I want to restrict a role to be able to create cases in CiviCase and be able to edit them. The "access my cases and activities" permission allows the role to create cases, but not to add new ...
0
votes
1answer
15 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
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 ...
0
votes
0answers
35 views

In 4.7 CiviCase relationships are being inserted the wrong way round: bug or feature?

On the 4.7 Drupal demo site I created a case of type 'Housing Support' for Rebekah Adams. I added Beulah Barkley as the 'Benefits Specialist. My user (Test Test in the demo) was the 'Homeless Service ...
0
votes
0answers
22 views

CiviCase - cannot change summary

When I try and make changes in the Summary on CiviCase (i.e. change status or type) I get the error message: required params missing. Any ideas on what is causing this and how to fix it?