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Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

40 questions with no upvoted or accepted answers
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4
votes
0answers
57 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
69 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
53 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
1answer
43 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 ...
2
votes
0answers
42 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
25 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
26 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
40 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
84 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
62 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, ...
2
votes
0answers
73 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
52 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
88 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
99 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
1answer
7 views

CiviCase not strictly adhering to permissions?

I have a use case where 'volunteers' deal with casework on an area basis, with a 'supervisor' for each area. Volunteers can add contacts, and view their own cases. Supervisors can view all cases. ...
1
vote
1answer
12 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 ...
1
vote
1answer
12 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
23 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
46 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 ...
1
vote
1answer
50 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
1answer
22 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
19 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
26 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
44 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
30 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
22 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
65 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
vote
0answers
48 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
72 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
55 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
21 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
34 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
36 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
40 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
53 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
56 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
0answers
34 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?