Questions tagged [civicase]
civicase identifies issues related to the CiviCase CiviComponent.
411
questions
2
votes
1
answer
37
views
Trying to bulk update cases through finding them and profile
Steps to Replicate:
Find Cases
Select All cases
Choose update cases from task options
Choose profile to update
Hits an error with DB Error: syntax error, was able to replicate on https://dmaster....
- 30.5k
4
votes
2
answers
105
views
Cannot change cases via Drupal Webform after CiviCRM update
We updated two different Test systems with the CiviCRM Security Release (5.50.0, 5.49.4, 5.45.6 ESR) from 1st of June 2022. One test system has Drupal7 and CiviCRM 5.49.4, the other one has Drupal9 ...
- 2,085
1
vote
1
answer
27
views
Proximity search in a set of case results
When I used the advanced search screen, displaying results as contacts I can get proximity and case criteria to work together (for instance anyone 50 miles from zip code 12345 with an ongoing facility ...
- 21.7k
1
vote
1
answer
34
views
Duplicate Relationship error even though Contact B values are different
I want to create some Relationships of type "Case Coordinator" via API Call in CiviCRM.
When I create two relationships with the same contact_id_a, relationship_type_id, is_active and ...
- 21.7k
0
votes
1
answer
50
views
Caldera form, civi case and custom fields integration
I've set up a caldera form which collects information and creates a Civicase.
I've managed to set up the form which is collecting information as a particular case type called 'Get involved'.
I've ...
- 11
1
vote
1
answer
42
views
"Find Cases" Page Not Found
It suddenly appears that my users get a "Page Not Found" when they click on the "Find Cases" link. It works for me as an admin, but I can't figure out what user permission is ...
- 21.7k
1
vote
1
answer
24
views
Why do my site permissions mean a volunteer user role can see activities in the Activity tab, but then not see them when moved to case?
Civi 5.42
D7
I have set up a case system for our organisation to allow "Volunteer Counsellors" to access civi, see the clients they are allocated to and manage their clients' cases.
The &...
- 2,037
0
votes
0
answers
24
views
Creating a front page for case workers
I am trying to create a web form for our caseworkers to be able to use in WordPress, instead of having to go into CiviCRM, but I don't know how t do it, or where to start.
Something like being able to ...
1
vote
2
answers
89
views
CiviCase: Migrate historical logs
Since installing the new CiviCase extension (very nicely done, btw!), we see the following warning in our System Status:
This database includes ~10 historical activity revisions based on the
legacy ...
1
vote
1
answer
22
views
Case member to a single case
How can I add more members to a specific case?
Use case: We have group of people working on a case however these groups won't have same members everytime. How can add group of people specific to a ...
- 21.7k
1
vote
2
answers
189
views
Multiple "Mail delivery failed" Emails
In the past month, I've been receiving a lot of junk/spam emails from CiviCRM. The email is titled "Mail delivery failed: returning message to sender" with the message:
This message was ...
- 1,173
2
votes
2
answers
49
views
Problem creating a CiviCase via online form
I want a user to be able to order various stickers from our website. They are distributed for free, but in exchange we request photos of where people put them. To track the whole process of ...
- 28.1k
1
vote
2
answers
58
views
It is possible to receive an alert when we have an action planified?
I would like to receive a notification when I plan a future action in Civicase ? For exemple, if I plan to call a prospect next monday, is it possible to have at 9 am an alert on the following monday ...
- 28.1k
1
vote
1
answer
50
views
How does one add different client contact types (categories) to the same case?
We have 'Allow Multiple Case Clients' enabled on our CiviCRM instance. Before we upgraded to the current version, we were able to add different contact types (individual and organization) to the same ...
0
votes
0
answers
42
views
Can I use civi import/export to update a set of activities and attach them to cases?
I'm updating a set of activities in CiviCRM.
previously these have been recorded ad-hoc on the database, but in future they'll be part of a case.
To update previous details and bring them into the ...
- 2,037
1
vote
1
answer
28
views
Sending CiviCRM outgoing SMS on a case
It doesn't appear that CiviCRM can send an outbound SMS via an activity on a case. The outbound SMS activity shows as a normal activity, rather than the send SMS screen. Is this normal / expected ...
- 21.7k
1
vote
2
answers
85
views
How to split CiviCRM multiple database values with SQL?
The CiviCRM database stores multiple values as a varchar field (a string with separator characters). For example, the IDs 3, 9 and 15 are internally saved as #3#9#15# (where # is in fact the character ...
- 463
1
vote
1
answer
32
views
CiviCase: Don't Change Status to Resolved on Final Activity of a Sequence?
We have Case Types that only use sequences. For these cases, once we mark the last activity in the sequence to Completed, the Case automatically gets set to Resolved (even if Resolved is not an ...
- 21.7k
2
votes
2
answers
32
views
Case Activity Reporter vs Creator
We have a backlog of activities that we hope to enter into our CiviCRM cases. We hired an individual to do data entry, but we want to distinguish between the "case reporter" (person who ...
- 21.7k
1
vote
1
answer
35
views
Assigning existing activity to case via api fails silently - is deprecated activity revisions necessary?
Gurus,
it seems that api3
civicrm_api3('Activity', 'create', [
'id' => 1234,
'case_id' => 12,
]);
does not assign the activity to the case. From my reading of funtion ...
- 1,294
1
vote
1
answer
24
views
Public case overview via checksum
Does anybody have a clue how to provide a personalized (id & checksum) case overview for clients in civicrm and drupal. I'm stuck with webforms, formprocessor, contact overview and profiles (all ...
- 1,294
1
vote
2
answers
121
views
Which CiviCase? Compucore or V5?
I am trying to understand which is the 'latest' version of CiviCase to upgrade to, is it:
https://github.com/compucorp/uk.co.compucorp.civicase
or
https://github.com/civicrm/org.civicrm.civicase
Can ...
- 4,720
2
votes
1
answer
59
views
Activity - custom date format display incorrect
I've added a date and time field to an activity ('departure date'). The problem is that it steadfastly refuses to display as anything other than YYYY-MM-DD HH-MM-SS even though the custom field is ...
CommunityBot
- 1
2
votes
2
answers
54
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 ...
- 311
2
votes
1
answer
36
views
Civirules send email action creates activity in UTC time
I have a rule with the trigger "Case activity is added". This activity is an "Alert" activity, and when is created, the action "Send E-mail to contacts on a case", sends ...
- 3,314
3
votes
1
answer
109
views
Linking CiviCase with a CiviEvent
This one may have an obvious answer, but I just cant seem to find a simple solution.
Running Wordpress 4.2.2 CiviCRM 4.6.3
In a nutshell We want to use CiviCase to coordinate Event management. The ...
- 2,543
3
votes
1
answer
47
views
Is there a way to insert Case Type definitions?
I have a Drupal/CiviCRM instance (v 5.19.3) that I have inherited. It seems much of the custom work was done prior to version 4.6. And then it was upgraded to 5.19.3 without updating the ...
- 21.7k
2
votes
0
answers
38
views
No instantiation of Case tokens in mails sent by CiviRules
I am trying to send emails (with case tokens) with CiviRules but I do not get the tokens instantiations.
The environment: I use CiviRules, Compucorp CiviCase. I have activated email Api extension, ...
- 53
2
votes
1
answer
29
views
User cannot sort the cases using 'most recent'
On Find case result screen, when sorted using 'Most recent' column get DB error. Is this know error?
Type DB_Error
Code -19
Message DB Error: no such field
Mode 16
UserInfo SELECT ...
- 30.5k
0
votes
0
answers
49
views
Documenten document extension - backfilling documents
I was testing out the functionality of the Documenten extension as it looks promising. (We use CiviCase heavily and are starting to scan some paper files and add them to cases.)
The blog post here: ...
- 28.1k
0
votes
1
answer
41
views
Workflow for managing duplicate cases
We've found an issue where a member of staff has created a new case for an existing contact instead of adding an activity to an existing case (Training and documentation is being addressed)
But it ...
- 21.7k
1
vote
1
answer
142
views
Civicrm - Expense extension [unable to edit expenses]
Having trouble to figure out whats wrong with the edit expense function as it always return a blank page. What could be the issue?
I extracted the error code from the error log.
My setup environment:
...
- 43
0
votes
1
answer
60
views
Drupal Views and Case Relationships
I'm setting up a vew of cases of type "x" and using views relationships to pull in cases relationships such as "Case Worker for" Client- as well as client details.
If, I have a ...
- 2,037
4
votes
4
answers
470
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 ...
- 1,292
1
vote
1
answer
34
views
Case reports only work properly for originating user - bug or as designed (or both)?
A user has reported that doing an 'Export to CSV' from a case report works OK when she does it, but doesn't work for a user 'B' - even though user 'B' has the correct access (we're using ACLs). ...
- 21.7k
0
votes
1
answer
42
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,...
- 28.1k
0
votes
1
answer
22
views
All CiviCase Functionality Gone Despite Component Being Enabled
All the CiviCase functionality has gone in our CiviCRM D7 (version 5.34.0) website even though the component is enabled. All the menu items for CiviCase are not there. I have flushed all caches, reset ...
- 28.1k
2
votes
1
answer
58
views
Users with 'view own cases' permission can't access resolved cases
I have noticed that users with the 'view own cases' Drupal permission are getting an access denied error when they try to access their own resolved cases. They can access open cases no problem.
Users ...
- 21.7k
2
votes
1
answer
88
views
CiviCase permissions break My Cases dashlet
CiviCRM 5.14.0 Drupal 7.67
Users with CiviCase permission "access all cases and activities" have no issues, but users with "access my cases and activities" get an error ("DataTables warning: table ...
- 21.7k
3
votes
2
answers
84
views
Open CiviCase via Webform with manager role assigned
We are trying to set up a webform to open a case and assign a case role (manager).
I configured two contacts - coordinator and client - and assigned them to the case in the webform. The client as ...
- 51
2
votes
1
answer
104
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.
...
- 4,720
1
vote
1
answer
61
views
Any recommended alumni tracking system that integrates with Civi?
We are a small non-profit school (around 70 students) and we would like to keep some stats on our alumni so we can measure how well are doing at training.
Is this something you would use CiviCase for?...
- 2,388
1
vote
1
answer
95
views
Activity Duration in Hours extension NOT working for CiviCase
Currently using CiviCRM Version 5.31 (Wordpress Version 5.5.3)
Installed the extension to change Activities Duration from Minutes to Hours
https://lab.civicrm.org/extensions/activityhours
The ...
- 11
1
vote
1
answer
28
views
Changing display on CiviCase search results
Currently, when I search using Find Cases on CiviCase, the results are displayed in 9 columns: Client, Subject, Status, Case Type, My Role, Case Manager, Most Recent, Next Sched., Actions.
We don't ...
- 21.7k
2
votes
1
answer
23
views
case details field not available through UI
Is it true that the Case Details field can be populated, but cannot be seen through the UI in CiviCRM?
This seems odd - if it's true I'll open an issue in gitlab, but wanted to check in with the ...
- 21.7k
2
votes
1
answer
50
views
Civicase add timeline but activities not shown
Version:civicrm-5.33.1-wordpress
I tried to create a timeline hoping then when i add it, it will be shown in the activities tab. But apparently this is not working. Is there any setting i missed out?
- 21.7k
0
votes
1
answer
28
views
Why does my 'Delete Case' action in the case search report not work?
When I use the 'Find Cases' report (from the Case menu), and I select [Delete Cases] it does nothing. And it looks de different. Like this:
CiviCRM version 5.34.alpha1 on Drupal:
And besides that, ...
- 3,183
1
vote
2
answers
71
views
Change permission to "Print Report" in CiviCase
I want to modify CiviCase so that every user with the right "view my cases and activities" can see and use the "Print a Report" button in the Case View.
Right now, this is only ...
- 463
3
votes
1
answer
90
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 ...
- 21.7k
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 ...
- 21.7k