Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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1answer
45 views

Unhandled Error when adding new Case

Using Joomla 3.8.6, CiviCRM 5.0.0, php 7.0.29, mysql 5.6.39 The following error has occurred since upgrading to 5.0.0. When adding a new case, I enter the minimum field data and click Save, and the ...
1
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1answer
58 views

CiviCase case closed and remove remaining activities

On CiviCase, if you setup the standard timeline to be: Open Case Phone Call to Confirm Interest (offset, 2 days) Setup Meeting (offset 7 days after phone call) Case Closed This example here will ...
2
votes
1answer
23 views

Delete a Missing Case

I ran a Case Detail Report to see a list of cases because my Views table count was not adding up. I realized from this report that there is a case with an "Active" status that does not have a Contact ...
2
votes
1answer
125 views

What are some best practices for inbound email handling with CiviCRM?

Our organization has grown past the point where one person can handle the inbound e-mail from our members. I'm looking for best practices from the community on how to handle this. We don't want to ...
1
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4answers
85 views

How can I import e-mails to CiviCRM?

I would like to be able to select and import one or more e-mails from my external inbox, into the Activities of a Case, creating a new activity. Is this possible and if yes, how? Who is familiar with ...
3
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2answers
152 views

Tokens when setting up activity scheduled reminder

Using Drupal 7.34 and CiviCRM 4.6.4. We are using civiCase and want to send a reminder to the manager of a case. When I try and set up a template, there does not seem to be a way of telling the ...
2
votes
1answer
49 views

Inbound email formatting differs in Activities compared to CiviCase

Is it possible to include line breaks in activities created from inbound emails, given that this is implemented in CiviCase? If so are there any suggestions about how to go about implementing this? ...
1
vote
1answer
50 views

How to add a secondary Case Role that has access to Activities they are not 'on', eg ones that existed before they were added

We want to add a secondary case role that is similar to Case Manager with slightly less permissions (eg cannot change/add case roles, can't delete case etc). We have a relationship that can be added ...
1
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1answer
34 views

If a civicase is reopened why isn't the Case Coordinator (and other roles) reinstated?

Client is wondering why when a Case is reopened it does not regain the Case Roles it had when it was closed. Seems a fair enough question. So perhaps the follow on question is - will a patch to fix ...
2
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3answers
74 views

Can webform be used to terminate one Case Role and create a replacement?

Scenario: A case has a Purchasing Partner role. Sometimes that needs to be changed and we want to do so via a webform (from a View with links containing whatever cid1 etc it needs). My testing shows ...
1
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0answers
72 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 ...
4
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0answers
65 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 ...
2
votes
1answer
35 views

Display cases in contact summary tab in reverse order (ORDER BY id DESC)

I'm trying to display cases in reverse order in contact summary Cases Tab. I tried using hook called civicrm_searchColumns( $objectName, &$headers, &$values, &$selector ) and changed the ...
5
votes
1answer
37 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 ...
1
vote
1answer
30 views

Why doesn't CiviCase API filter by case status when the client is specified?

This seems like a bug. I encountered it on Joomla with 4.6.8 and reproduced on the demo server. If I create a case and change the status to "Urgent", then use the API (including API explorer), it ...
3
votes
2answers
13 views

How to load the definition of a case type with the CaseType API

I am trying to use the CaseType API to create a case_type but I can not find any documentation on how to set the definition parameter. Any hints or should I just dive into the code?
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 ...
1
vote
1answer
44 views

Cannot add a new role to any case

In a Case, when I try to add a New Role, there is an Error warning. First I get the window to indicate Relationship Type and to Assign To:, then no role is added. Error API (EntitySetting, get) does ...
1
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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
1answer
37 views

How to expose the civicase hashed value that gets sent in Subject when sending an email from case

Happy to be told we are going about this wrong. SCENARIO: Case Manager gets sent an email from an external source to their private/organisational email address. They want to forward/resend to it ...
2
votes
1answer
60 views

CiviCase tab not showing up on contact summary

When I open a case with a contact, the case tab does not show up on their contact summary. The case exists I can edit it through the case dashboard and it creates the correct relationships. I did a ...
4
votes
1answer
181 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.
1
vote
1answer
146 views

Unable to enable CiviCase - Definer v Invoker problem maybe

Drupal 7, Civi 4.7.24 *******Updated at bottom********* I am unable to enable CiviCase. All other civi components are enabled. I was running 4.7.21 and attempted to enable it and got the following ...
1
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0answers
49 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::...
3
votes
3answers
112 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, ...
0
votes
2answers
29 views

Workaround Duplicate Label

I noticed that all labels in the "Activity Type Options" and "Custom Fields" cannot be the same. For example, if I wanted to add a "Medical Assessment" activity type, I cannot use the same label again....
3
votes
1answer
30 views

How can my case activities show up on an organisations profile?

When I log case activities I often tag in an organisation or individuals name but when I return to the home screen, search for the organisation and check if there are any new activities or ...
6
votes
3answers
154 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, ...
2
votes
3answers
112 views

Updating a custom field set for case entity Civi API

I have defined a custom field for a particular case type ("adhesion") it's a yes or no field that I need to update when I finish the processing. So I use the Case API to update it passing the id and ...
1
vote
1answer
30 views

Restrict case clients to organizations?

Is there a way i could restrict case clients to organizations only when creating a new case? Wouldn't necessarily need to only show orgs in the autocomplete search, as long as submitting was ...
0
votes
1answer
49 views

How to add a custom field in Civicase that can be retrieved later?

My question sounds simple, but... to explain. We are using Civicase to manage mentoring. I want to add from 1 to 6 mentoring goals for each case - these would be text fields individual to each case. ...
1
vote
1answer
53 views

How to change the Email that get notified when a new case is opened

I am new to Civi CRM, been reading the docs and can't for the life of me find where to set what email gets notified when we open up a new case.
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, $...
1
vote
2answers
66 views

How to build reports or Views based on who the Manager is

We need some summary reports of Count of open Cases by Case Manager. Maybe overlooking something but not spotting these. Just getting to grips with how Case Manager is identified. Seems to initially ...
1
vote
1answer
78 views

Debug PseudoConstant

I noticed recently under my Drupal "recent logged messages", I've been getting errors logged with the message: "Deprecated function, use CRM_Core_PseudoConstant::getKey Array ( [civi.tag] => ...
1
vote
1answer
50 views

Reassign Case Role Not Working in 4.7

I'm on Drupal with CiviCRM 4.7.21. I have a case with John Doe as the "Manager." When I try to reassign the individual, I can select a new individual and the form will submit. However, nothing changes ...
1
vote
0answers
80 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 ...
6
votes
3answers
146 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 ...
1
vote
1answer
33 views

Confused About API Results

Right now I am using the API Explorer (in 4.7.21) just to get the pieces I need for some custom code in Drupal. I am just very confused about what the API Explorer is returning. I am guessing this ...
0
votes
3answers
84 views

CiviCase error “required params missing”

I'm getting a fatal error in the popup when trying to edit Case details (eg Type, Status) by clicking on the grey pencil in the contact summary. This has only happened since I moved the installation ...
0
votes
2answers
90 views

Case dashlets - what do they show and how can I edit them?

The CiviCase component includes two default "dashlets" that the user can place on their CiviCRM dashboard: 'My cases' and 'All cases'. It looks like these dashlets are showing only cases with upcoming ...
1
vote
0answers
57 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
2answers
49 views

Automatically setting a date for an activity being added by a sequence

I am attempting to set up a timeline for a set of case types. I made a sequence for a few activities. However, the scheduled date automatically sets to the current day. How do I get it so that when an ...
0
votes
1answer
28 views

Problem with imported case activities not appearing in the case record

Identical issue to: https://forum.civicrm.org/index.php?topic=32904.msg140249#msg140249 which was never solved. Manually inserted a case with all of the tables mentioned in the post, yet it doesn't ...
5
votes
1answer
108 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 ...
6
votes
2answers
100 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.
0
votes
2answers
33 views

Normal to have API error while saving a Case Type?

I'm on CiviCRM 4.6.18 and Drupal. When I save a case type, I keep getting an error on the top right that says "API error: DB Error: already exists." I'm not sure if this is causing another issue I'm ...
0
votes
2answers
55 views

How can I have a repeating activity in a case standard timeline?

I am currently exploring CiviCase. I like to setup an activity that tracks the progress of the client every 6 months. Is this possible with a case standard timeline? I can't predict how many times ...
2
votes
1answer
52 views

What is the best way to create a conditional question in case activities?

I currently have cases with different activities in CiviCRM for different programs. I then used custom fields to add additional questions to appear in each activity in the forms. Is it possible to set ...
2
votes
1answer
55 views

Error when creating new Case: One of parameters (value: ) is not of the type Integer

I have set up some new Case types and it was all working fine until a user tried to create a case and got the above error, this is happening for all case types now and seems to be being generated by ...