Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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1answer
26 views

CiviCase Attachment

1) I would like to know where the attachments for CiviCase are kept ? Can we configure it to use an external storage like Firebase storage. 2) How do you use the APIs to put the attachment as well ?
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0answers
33 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" ...
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1answer
81 views

civi case API unable to create case

Using CiviCRM API v3 Explorer, i can create case without any problem. I can see the new case on case dash board, but using the php script, there are an error exception happen Fatal error: Uncaught ...
4
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1answer
72 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 ...
1
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2answers
27 views

How to obtain user input from an API call

This may be a stupid question - sorry if so. I am writing an API function to create a new case, and I want it to pre-fill the New Case form with field contents based the case source contact and two or ...
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2answers
44 views

Updating a Case Activity using API

With case activities, the Activity Create API seems to create a new revision of the activity. Is there a way of using the API to update a case activity without adding a new revision? My code ...
3
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2answers
42 views

Create Case using API via REST - no “Open Case” activity created

I'm using the REST interface and the create case API to create a new case. The case is created, but no activities. In particular, no "Open Case" activity is created as I would have expected. No entry ...
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1answer
41 views

Webform CiviCRM Case Tokens

Has anybody had success in using the CiviCRM Webform Case autocomplete tokens? We are using the cases for case management and would like to give users an option to update an existing case via a custom ...
1
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1answer
22 views

How to identify case activities in find activities or advanced search

In Activity Detail Reports I can set a filter to include or exclude case activities. Is there a way of filtering activity searches in a similar fashion?
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1answer
24 views

In Civicase - reports ignore 'Order' on 'Status' and use status id instead?

When I run a Civicase report and request it to be sorted by 'Status' the sort order comes out according to the id of the status record (ORDER BY case_civireport.status_id). Whereas I have updated the '...
2
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1answer
34 views

Assigning case role to contact in webform- not updating as expected

I've been trying to update a case webform so that form contacts are assigned to a given role. I had expected that by creating roles under relationship types and then including the role in the case ...
1
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1answer
64 views

Case Dashboard- Cases with upcoming activities and Cases with recently performed activities lists show empty

In the case dashboard (D7, Civi 5.8.2) The lists of cases with recently performed or upcoming activities are showing no results Even though I know there are cases that meet the criteria. ...
2
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1answer
70 views

CiviCRM report for Case activities listing Case data

I would like to generate an Activities report (eg upcoming scheduled activities) which includes case data (eg case ID, case Subject, case Role contacts, case custom fields) of the case to which each ...
1
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1answer
29 views

After Upgrade to 5.10 unable to close Case

I get yellow screen with message as One of parameters (value: 2019-02-13 00:25:00) is not of the type Timestamp when i close the ongoing case. This use to work on 5.9.0 but recent upgrade to 5.10 ...
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0answers
46 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
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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 ...
6
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3answers
194 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 ...
3
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1answer
41 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
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1answer
37 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 ...
2
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1answer
61 views

Civicase Report?

I am very new to Civicrm, and have gotten a lot figured out and some fixes applied on my own. I am trying to figure out the report features... and maybe very basic - but. I am looking to ...
1
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1answer
56 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 ...
3
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1answer
61 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
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1answer
55 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 ...
1
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1answer
38 views

Case Types page 'blank'

When I go to Administer > CiviCase > Case Types, that page has no content on it and the breadcrumb link at the top just says 'CiviCRM'. In the web console, I get this error when loading that page (I'...
3
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2answers
62 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 ...
1
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1answer
40 views

Batch update cases - closing cases

I was very excited to test out the new capability that you can batch update cases but I'm not sure I'm testing it as intended. I was hoping to be able to use it to close multiple cases at once. Here ...
1
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1answer
15 views

CiviCase - remember user choices in search filters for activities

We are using CiviCRM 5.5.3 and CiviCase on Wordpress 4.9.8 Similar to "make activity filter user preference an optional setting" CRM-20799 we wish to make the system remember user choices in case ...
1
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1answer
121 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 ...
1
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1answer
50 views

Civibuild Vagrant - drupal-case build?

Hey all Just found the Civibuildkit using Vagrant - made my day as they have a build that was useful for me to test and work on for my site. My question is: Is there some one out there that can help ...
2
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1answer
32 views

Trouble searching for deleted cases

In Civi 5.5.3 (Drupal 7.59) I'm running into an error trying to search for deleted cases. In case search with our without additional parameters set, if I check the "Deleted Cases" box I get an error ...
1
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1answer
27 views

Civicase- order results in find case

Following links in Civicase dashboard (4.6.38) normally takes you through to a set of search results in the Find Cases search. Initially cases are displayed by client name, alphabetically. There are ...
2
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0answers
28 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
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1answer
25 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_{...
3
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1answer
48 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 ...
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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
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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 ...
4
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3answers
111 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 ...
1
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1answer
50 views

Missing Custom Activity Field Data When the Activity is Filed on a Case.

As the title states. Data that I enter into custom activity fields, is saved and I can view that saved data from the Activities tab in the Contact Summary. Like this: But after the activity is ...
2
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2answers
49 views

Create invoices in CiviCase

We are still evaluating CiviCRM 5.4.1 and CiviCase on Wordpress 4.9.8 Most of our requirements can be filled by CiviCRM and CiviCase. But one requirement is to have invoices listed and followed up ...
3
votes
1answer
63 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 ...
2
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1answer
234 views

Getting “DB Error: syntax error” When searching for Deleted cases

When I try and do any kind of search for cases and I select the box for "deleted cases" I get a page saying: DB Error: syntax error I am using Civi 5.3.1 and Drupal 7.59. The log gives the following ...
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 ...
3
votes
1answer
58 views

Amending relationship types has broken civi case

I was updating a site adding new relationships for cases, and relabelling old relationships to make more sense in case context. What I've since found is that the updates to the relationship table don'...
3
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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 ...
4
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3answers
91 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 ...
1
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1answer
25 views

CiviCASE - edit / report on 'Detail'?

When creating a case, one of the fields is 'Detail'. It's a very useful description area for the case. However, can anyone point me to where it is then displayed or is editable? I can't find it on any ...
4
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2answers
79 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 ...
2
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3answers
103 views

Why is inbound email activity uneditable in case activity list?

If I send an email to the configured inbound email address it correctly creates an activity. I can see the activity in the activities list on my own contact and on the contact connected with the ...
5
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3answers
594 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 ...
4
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1answer
38 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?...