Questions tagged [civicase]
civicase identifies issues related to the CiviCase CiviComponent.
411
questions
2
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1
answer
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Version 5.31.0 seems to break the CiviCase Extension
We have the CiviCase (uk.co.compucorp.civicase) extension on our site. It's updated to the latest commit (52d0fbf31c5f4b4fe2a2523c9cec42bfbbec1e58). It was working fine in 5.30.
However, when I ...
- 21.7k
0
votes
1
answer
27
views
Sort function for Activities in CaseView
I want to sort the Activity Types that appear in the dropdown menue in CaseView, when clicking "Add Activity". It should be sorted according to a determined order (based on frequency of use)....
- 463
0
votes
2
answers
45
views
Adding a column for Document Links to the Activity table in CaseView
In the CiviCRM Case View, I want to add another column to the Activities table. Right now, the last column contains some links ("View", "Edit", "Delete") and one link to ...
- 463
0
votes
1
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67
views
Adding a field to the Create Activity Form
I'd like to change the form that opens when adding an Activity to a Case (depending on activity type). Specifically, I'd like to add a field.
I tried finding the fields I want to change in sites/all/...
- 11.8k
1
vote
1
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31
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Marking Activities with Priority "urgent" in another color
In the CiviCRM system I work on, activities created for a specific case can have the priority "normal" or "urgent". This attribute is set by the user when creating the activity ...
- 463
1
vote
1
answer
3k
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Create array in Smarty template
I want to modify the Smarty template sites/all/modules/civicrm/templates/CRM/Case/Audit/Report.tpl. I want to complement an existing foreach expression with comparing the incoming variable $group....
- 21.7k
1
vote
1
answer
53
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 ...
CommunityBot
- 1
2
votes
2
answers
345
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Is there a problem with the REST interface on CiviCRM API?
I have the CiviCRM API REST interface working fine for retrieving Case information for individual cases. But I'd like to use the options features options.limit and options.offset so I can retrieve ...
- 21
2
votes
2
answers
38
views
Icons are not populating to be selected for Activity Type Options
Until today I have been able to change or add an icon to an Activity Type. Now when I click on the icon, the Choose Icon box pops up with a search dialog and the option for no icon but I'm not seeing ...
- 163
4
votes
3
answers
72
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How can I access an activity's grouping value in CiviCases?
I've only started trying to change some features of an existing CiviCRM database in a testsystem (using CiviCases). So I am still a beginner, I excuse myself if this is a silly question, and any hint ...
- 463
2
votes
1
answer
19
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CiviCase activities: cursor jumps in wrong order
Iam adding a new activity within a case, filling out only the fields
A) subject
B) details.
Then going to change the status and clicking in, the cursor jumps back to subject.
If i change the flow, ...
- 21.7k
2
votes
2
answers
70
views
Change the layout of CiviCRM > CiviCase Dashboard > Find Cases
I've only started trying to change some features of an existing CiviCRM database in a testsystem (using CiviCases). So I am still a beginner, I excuse myself if this is a silly question, and any hint ...
- 463
2
votes
1
answer
34
views
CiviCase Issue when viewing case file
I'm having a major issue with Civicase,
Anytime I try to view or search for a case file, I'm getting an error. I have no problem creating new case files, I have no problem creating new case types, ...
- 21.7k
2
votes
2
answers
158
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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 ...
- 21.7k
1
vote
1
answer
29
views
How to set a Task or Communication in Compucorp new CiviCase
After creating new Activity Type either Task or Communication, I cannot see them in the Option for new Task or Communication. Even after the Caches cleared, the Task remains empty and Communication ...
- 553
0
votes
1
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62
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How do I request an issue to be moved to the paid issue queue when I did not create the issue?
I'm wanting to move this issue to the paid issue queue from gitlab.
I'm not exactly sure what the steps are since I have not started the issue.
https://lab.civicrm.org/dev/core/-/issues/1400
Are only ...
- 21.7k
1
vote
2
answers
55
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 ...
CommunityBot
- 1
2
votes
2
answers
112
views
Can I get a list of contacts without created case?
I'm wondering if it's possible to get a list of contacts without a created case (even if the case is closed).
We have a workflow when some beneficiaries "apply" to be "active ...
- 21.7k
1
vote
1
answer
26
views
Word limit on Case Details
After updating to CiviCRM 5.27.0 on Drupal, a user reports that pasting large text content in the "Details" box in CiviCase activities cutoff the text. Is anyone else seeing this issue?
- 21.7k
1
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0
answers
46
views
Wordpress role permissions to access (administer) their cases?
I have a "volunteer" role that could be assigned as a case role. At the same time I've configured that role with: access_my_cases_and_activities, basic_case_information and other general ...
- 53
2
votes
3
answers
85
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Is there a way to separate audit activities from "real" actvitites in a case?
In the "Activities" section of case management, real to-do items are mixed with the audit activities that are recorded for documentation purposes. This is irritating to some users.
Has anybody found ...
CommunityBot
- 1
3
votes
1
answer
14
views
Any way to catch the user hitting "cancel" or close on Print/Merge form - as activity list does not refresh?
The particular issue I am trying to deal with is that the print/merge form (Export Document on Manage Case) does not refresh the civiCase activities list.
This is because the user never "saves&...
- 21.7k
3
votes
3
answers
145
views
CiviCase: How to handle confidential cases
I have the following use-case: employees usually have access to all cases in CiviCRM, but occasionally there can be a sensitive case that must only be visible to users with a higher permission level.
...
- 68
1
vote
3
answers
91
views
civiCase emails don't use case tokens?? Print/merge does? What am I doing wrong?
I have templates that use a range of tokens from the contact and the case, including standard case tokens and custom fields. i.e.
{contact.display_name} {case.id} {case.subject} {case....
- 201
3
votes
3
answers
124
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 ...
- 1,821
1
vote
0
answers
29
views
Has anyone figured out how to use activity end time on a webform instead of duration?
I've installed civi for many organizations and every single one of the groups would prefer to select an end time for activities instead of duration.
Ideally I'd like for them to enter the activity's ...
- 1,821
3
votes
1
answer
43
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_{...
2
votes
1
answer
68
views
'DB Error - No Such Table' -- CiviCase in Drupal 7
I have a Drupal 7 + CiviCRM database with CiviCase.
This is a fairly new install. I would say CiviCRM was installed fresh about 3-4 months ago. As of now, CiviCRM has been upgraded to the latest ...
- 21.7k
4
votes
2
answers
74
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Editing a submission on Drupal Webform - not updating CiviCRM
I've got a webform that creates a Case and two Contact Records (one of whom is logged in as authenticated user). I want to allow the user the ability to edit the webform.
I've tried two options:
...
- 1,000
2
votes
1
answer
14
views
Finding another case manager's cases
Is there a way of using advanced search to find another case manager's cases? I find the reports really complicated but would like to find another person's cases so I can update the notes. It's really ...
- 21.7k
3
votes
1
answer
95
views
What's the best way to update ambiguous relationship types?
On some older sites we are now getting warnings relating to ambiguities in relationship set ups.
What is the best way to change the relationship settings without affecting existing relationships?
...
- 21.7k
0
votes
1
answer
19
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'Cases' option missing in Advanced Search - how to correct?
'Cases' are missing in Advanced Search (usually the last search item). The last 2 items I have are 'Mailings' then lastly 'Events'. I can't see any configuration option that sets this, so am puzzled ...
- 30.5k
3
votes
1
answer
54
views
Case Activity does't respect 'Do not notify assignees for'?
When submitting activity from case, assignee contact still gets email even though the activity type is included in 'Do not notify assignees for' setting under Display Preference. However it obeys the ...
- 21.7k
1
vote
0
answers
29
views
Civicase not appearing in Spark despite being enabled
I have purchased CiviCRM Spark and have walked through the set up list. I have activated civicase and it isn't appearing on the menu at all. I've logged in and out three times and waited at least two ...
- 21.7k
2
votes
2
answers
200
views
CiviCase + CiviRules + Tokens
I would like to trigger an email to a particular Role on a Case (not the Client) when a Case Status is changed. Is this possible? I've added the CiviCase Tokens Extension, and I can create a message ...
- 3,645
1
vote
0
answers
30
views
CiviCase and Drupal Webforms
Kind of related to my last question earlier today, I'd like to send a link to someone who has completed a webform but does not have a user account, and ask them to make changes/improve their responses ...
- 1,000
1
vote
1
answer
50
views
How to assign Drupal's system roles to Case Role in CiviCase
I would like to Use CiviCase to manage my cases.
I find that the Case Roles can be assigned to update the case. However, the Case Roles are not the Drupal's system user roles. (e.g. Administrator)
...
- 12.9k
1
vote
2
answers
46
views
Unable to manage case tags
Im getting this error when attempting to add tags to a case.
If I create a case and add tags at the same time, they get added.
If I subsequestly try to remove a tag, no problem.
If I subsequently ...
2
votes
2
answers
77
views
Is it possible to install CiviCase without all the sample data?
When I enable CiviCase I get a whole load of sample configuration added in that I didn't want. Is there a way to (a) get rid of it easily and (b) install CiviCase without that happening in the first ...
- 3,910
0
votes
3
answers
61
views
Activity get API3 does not return case activity
Im using API3 to get activities
My code is
function hook_any_activity_get($cid,$type) {
$params = [
'contact_id' => $cid,
'activity_type_id' => $type,
'sequential' => 1,
'...
- 1,292
3
votes
1
answer
118
views
Incoming Grants: CiviGrant or CiviCase?
A new non-profit is asking which component is best for tracking incoming grants, and tracking them at a more detailed level (with activities, maybe even tying the final incoming contribution to the ...
- 38.5k
3
votes
1
answer
122
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, ...
- 3,910
0
votes
2
answers
51
views
Why are activities to do with a case hidden from contact records?
I have a case and it has some activities which are assigned to Betty. But when I visit Betty's contact record the activities are not listed there, neither is the case, in fact there seems to be ...
- 21.7k
1
vote
1
answer
71
views
What are the pros and cons of using external xml files for CiviCase configuration?
In CiviCase since 4.5-ish there's been an admin screen for configuring case types. Before that it was done using external xml files, and they will still work. What are the pros and cons of each method?...
- 21.7k
2
votes
2
answers
38
views
Get a view of upcoming activites for cases
I am using the lastest version of CiviCRM in the latest version of Joomla
I am trying to use CiviCase to manage workflows but I find the interface counter intuitive
I want to see a list of my ...
- 21.7k
4
votes
3
answers
291
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-...
2
votes
1
answer
44
views
Why no record locking in civicase?
I haven't tested all the parts of civicase, but so far I have found that updates to activities, the main case record and custom fields are not locked.
Two users can update the same information with ...
- 21.7k
2
votes
1
answer
37
views
Reassigning Case Role Gives DB Constraint on Membership
I recently moved to a new webhost with Drupal 7 and upgraded to CiviCRM 5.21.0. Everything seems to be working fine, I have no errors in the Administration Console. However, when I go to cases, and I ...
- 21.7k
1
vote
1
answer
62
views
How do I set a "Case Type Category" in the Compucorp CiviCase extension
I see that the Compucorp CiviCase module adds a new "Case Type Category" field to the database. However, I can see no way through the user interface to change it. This means, e.g, that I can't add ...
- 21.7k
2
votes
3
answers
94
views
How is case end date set?
I've just found this on one site. I have some (not all) cases of a given case type. There case status is set to a "closed" status. But the case does not have an end date.
I cannot find a way to ...
- 371