Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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9
votes
1answer
748 views

How do I open a case that started more than twenty years ago?

We have one client whose case started 25 years ago. This falls out of range of the allowable open case date range and produces this message: Is there a way to expand/change this date range?
7
votes
2answers
70 views

Automatic filing of pdf letter activity within civicase

I am experimenting with "create printable letter" from within a civicase case as a mechanism for writing a letter to that particular client. However the resulting letter does not get automatically ...
6
votes
3answers
143 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 ...
6
votes
3answers
99 views

Submitting Cases on a Website

We installed CiviCRM 4.6.5 on our Joomla site recently and enabled CiviCase. What is the best method for allowing site visitors to submit a form that becomes a case? We can't seem to find the obvious ...
6
votes
1answer
214 views

Whats the difference between a case sequence and a case timeline?

Whats the difference between a case sequence and a case timeline? I can see one has an offset and the other doesnt, is that it?
6
votes
3answers
172 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 ...
6
votes
2answers
99 views

How can I edit the Subject of a CiviCase?

Whilst Cases have subjects there appears to be no way to edit via the interface.
6
votes
3answers
153 views

Case type edit not saving, broken case types - how to debug?

On a particular Civi 4.6.4 / Drupal 7 installation, recently upgraded from 4.4, there are some misbehaving case types. They appear to have been created through the CiviCase UI since the 4.6 upgrade, ...
6
votes
1answer
167 views

How can I make a contact the case manager of several cases with the same client contact?

Our organization is trying to use CiviCase as a ticketing system. So we have one case type, the "Ticket". We can have multiple Tickets open for the same client. However, I can't assign the same ...
5
votes
2answers
154 views

What is the largest number of customer records that civicrm supports?

I am evaluating civiCRM to use as the CRM in the captive BPO setup of my non-profit. Need to know how many customer records civiCRM can handle, in the database of my beneficiaries. Can it support a ...
5
votes
3answers
585 views

Activities to be shown in a full calendar

CiviCRM 4.62 on Drupal 7.37 in a Linux Virtual Box using only the CiviCASE module. I need a full calendar view for civiCRM activities. I need a page with month, week and day views for the current ...
5
votes
1answer
105 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 ...
5
votes
1answer
147 views

Why doesn't the activity “send email” have a 'schedule follow up activity' option

I am using send email in civicase to send an email to a case resource (in this case a local council). At the time of sending the email I want to be able to schedule a reminder to check that I have ...
5
votes
1answer
36 views

Changing sort of cases with recent activities on case dashboard?

Currently cases with recent activities are sorted oldest>newest - i'd like the newest to be at the top. I am guessing i could do it within Case/Page/DashboardSelector.tpl but i'm floundering from ...
5
votes
1answer
125 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 ...
4
votes
3answers
110 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 ...
4
votes
2answers
64 views

Email a user when they are assigned as case manager?

Can anyone advise on the best way of sending an email to a newly assigned case manager/advisor? (ie to a specific case relationship when it is first made) I've looked at the civirules extension but ...
4
votes
3answers
80 views

Automatic updates of timeline activity dates

I am finding that timelines in civicase assign dates for activities based on when the case is opened, which means timeline dates are rarely accurate to when they should occur. Let's assume that "Open ...
4
votes
4answers
111 views

How do I sort by Case Type Title instead of id in a Drupal View?

We frequently need to sort Drupal Views by Case Type. It works, but sorts by id not the title field. I believe it has to do with the pseudoconstant references in civicrm.case.inc and civicrm.core....
4
votes
1answer
180 views

How should I delete a CiviCase or a Case Type

If I need to delete a CiviCase Type or a CiviCase it can be confusing given that 'deleted' Cases are not actually removed from the db.
4
votes
2answers
117 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
2answers
75 views

How are folk storing lots of Files on Cases?

I know there are File fields on Activities, and we can add File Fields to the case itself. But say there are 20 documents to add over time. while googling I found this which sounds interesting ...
4
votes
1answer
93 views

How can arrange custom fields so they are side by side?

I have a high number of 'outcomes' for a client in the format of 3 fields for each outcome as below: 'outcome words', date identified, date met Problem is that custom fields are formatted as one ...
4
votes
2answers
278 views

How do I create a Webform that will open a case and assign case role

I'm trying to set up a webform to open a case and assign a case role. 3 contacts: Source, Client, Case Coordinator The open case part works great, but if I add the Case Coordinator relationship, ...
4
votes
1answer
67 views

Case Manager is not shown for closed cases

I'm testing an upgrade from 4.6.38 to 5.5.3 and have noticed a new case related behavior that feels a little strange to me. When you close a case and subsequently the case roles expire and are ...
4
votes
1answer
36 views

Is this a bug in civicrm/case/activity/view breadcrumb?

Disable popups in display preferences. Find a case eg civicrm/case/search?reset=1. 'Manage' the case to open it. Click on the activity Subject, goes to eg civicrm/case/activity/view?...
4
votes
1answer
148 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 ...
4
votes
2answers
130 views

Why doesn't creating a case from API work?

I think this is a bug. From the API Explorer, I can successfully run this to create a new case, and it is auto-populated with the default Sequence: $result = civicrm_api3('Case', 'create', array( '...
4
votes
3answers
59 views

How can I track donor movement on CiviCRM?

Our organization is using CiviCRM on Drupal and I'm looking for a way to create, track, and report on solicitation plans -- essentially, having a report that forecasts income from a variety of ...
4
votes
1answer
40 views

When a Case is set to Closed we would like all un-Completed Activities on the Case to have their Status changed (eg to Cancelled

anyone have a working model of this. we thought about drupal/civi rules but may just add in an extension. seems to us that it could be quite a generic solution, after all, when a Case is Closed you ...
4
votes
0answers
63 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
votes
5answers
394 views

How do I add CiviCRM Activity attachment to View

Trying to set up an activity view that displays attachments uploaded to activities. I can't seem to find the field to add. Any ideas?
3
votes
2answers
66 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 ...
3
votes
1answer
139 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: ...
3
votes
4answers
216 views

Is is possible to import cases into Civi

A client has many cases in spreadsheets, and Civicase looks very suitable. I cannot see any facility to import cases into Civi via the UI. Is this possible? I guess the alternative is to import ...
3
votes
2answers
79 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
votes
1answer
60 views

Is it possible to restrict view to certain case activities?

We are currently evaluating CiviCRM 5.4.1 and CiviCase on Wordpress 4.9.8 One of the requirements is to limit access to certain activity types. In simple words, some users are not allowed to view ...
3
votes
2answers
54 views

Drupal Views Multiple Field CiviCRM

I collect data in case activities, and I'm currently trying to build a Drupal Views of this data. I'm running into a problem with multiple fields. For example: "What colors do you prefer?" The results ...
3
votes
3answers
108 views

Best Way to Print Case Activities

I've been thinking about different ways to create a report that displays case notes (in other words, case activities). These are the two options I've considered, but with some limitations. How do you, ...
3
votes
2answers
62 views

Different Result in Code Than API Explorer

I am trying to get data out of the API and when I look at it in API explorer I find what I am looking for but the data is incomplete in my module. For example, I am using civicrm_post($op, $...
3
votes
2answers
104 views

Is CiviCase suited for this scenario?

CiviCRM Version : 4.6.10 Joomla Version : 3.4.5 Is CiviCase suited for the following scenario? If so, out of the box? Or would it need to be extended? Scenario: Member opens a case (on front-end) ...
3
votes
3answers
365 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 ...
3
votes
2answers
106 views

Limit the list of contacts to search when assigning a case role

When I assign a case role to someone it seems like CiviCRM allows/requires me to search through the whole contact database. As there might be many matches for a search string it takes extra time to ...
3
votes
1answer
35 views

CiviCRM Views Showing Wrong Custom Data

I have a strange Views problem. I'm on Drupal 7 and CiviCRM 5.4.0. I produced a View of case activities by showing several custom fields, one custom field called "placement". The placement field has ...
3
votes
1answer
55 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 ...
3
votes
1answer
51 views

Activity - Send a Copy Email

When filing an activity in CiviCase, there's the option "Send a Copy" to people listed in Case Roles. The email is sent correctly. However, when I "reply" to the email, the address of the sender is a ...
3
votes
2answers
61 views

Is there an area in CiviCRM (or a way) for people involved in a case to communicate privately?

When a new case is set up, we need to let the parties involved with that case communicate privately and have their messages and shared docs only accessible to them? Like a shared, but private, message ...
3
votes
1answer
40 views

“CiviCase: access all cases and activities” Issues

I realize that this has been spoken about and that there was a solution on posted (and it did work for me on 5.4 - Now on Civi 5.6.1 any user that does not have "CiviCase: access all cases and ...
3
votes
1answer
43 views

CiviCase Permissions

So I am very new to both civicrm and Drupal, but I have read the setup and can’t seem to get the permissions to work for Civicase Obviously my administrator account - it all works. I created a second ...
3
votes
1answer
37 views

Can't edit or save CiviCase types

I have a fresh install of CiviCRM v5.4.0 running on Wordpress. I wanted to modify the default CiviCase types, but the 'Save' button or the 'more' buttons are inactive, i.e. nothing happens when I ...