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Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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1
vote
2answers
127 views

cases - change case roles

I try to change the role of a case. - Case coordinator (case manager) is manuel berger. - I click on reassign case coordinator - Enter a new name and click save then the following error massage ...
0
votes
1answer
24 views

Can not add both Individual and Organisation to case

When a case is created one contact is added. But later, when I want to add another contact, sometimes that is not possible. I've figured out, I think, that if the first contact is of one type, ...
1
vote
1answer
62 views

Custom Case Fields do not work in Drupal Views

I have correctly setup views to work for civicrm fields and am also using the civicrm entity module for Drupal to expose fields. In my testing it seems like the custom fields work for certain types of ...
3
votes
1answer
30 views

How do I prevent the cursor going up instead of down when I press enter in an e-mail while using an iMac

Our organisation is using CiviCrm 4.4.8. And we use Civicases a lot. Our users that login to our CiviCrm system using an iMac have trouble typing their e-mail (on a case) as each time when they press ...
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 ...
1
vote
1answer
55 views

Cannot determine default context. CRM_Contact_Form_RelatedContact should implement getDefaultContext

When clicking Manage Case # on my contact dashboard, I am met with an error Cannot determine default context. CRM_Contact_Form_RelatedContact should implement getDefaultContext Is there a ...
2
votes
0answers
62 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, ...
5
votes
1answer
124 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 ...
2
votes
2answers
36 views

Link CiviCase with CiviAccounts

I was wondering how would you configure CiviCase to link with CiviAccounts. So for instance: you set up a new case to process a member's expense for train tickets. Can you link that from the case ...
3
votes
0answers
70 views

Merging contacts and cases

I think I have found an issue with merging contacts (and it also seems to manifest when assigning a different client to a case - which apparently performs a similar merging function). On the demo ...
3
votes
1answer
78 views

Update custom field in CiviCase using batch profile?

I made a custom field in CiviCase and since I have hundreds of records where this field needs updating, I'd prefer to do it using batch update with profile. I made a profile containing the custom ...
0
votes
1answer
69 views

Why don't links work from CiviCase Dashboard to filter by case type?

This works correctly on the Joomla demo server with 4.6.0, but not on my Joomla with CiviCRM 4.6.8. Not sure if this is a problem with the more recent CiviCRM versions, or something else in my ...
2
votes
0answers
52 views

What are the optimal settings to enable a Drupal webform to create a case and populate an activity within the case?

I have a case configuration that includes a specific activity type (lets call it activity type A) in the standard timeline. This is useful for users who want to create and manage a case directly ...
1
vote
1answer
30 views

Why, in Civicase, is 'other relationships' purely additive & why do they show up on every subsequent case?

If I manually add someone to 'Other Relationships' in Civicase by using 'Add members to Case Resources', then that someone then shows up in ALL cases under 'other relationships' - not just for the ...
3
votes
1answer
38 views

Is it possible to set up to search name of attached document or better yet, contents of attach doc?

We're still trying to figure out if CiviCRM will work for our organization. Our users would like to have the functionality to search the name of a document that has been attached to a case. Ideally (...
1
vote
0answers
21 views

How can I use webform to “assign to another client” for civicase

I am trying to provide a webform that can be used to assign a case (and lots of relationships) to another client. I don't seem to be able to get this to replicate the outcome of doing this via the ...
1
vote
1answer
79 views

Case Type page blank

This is super strange. We've tried the latest CiviCRM 4.7.10 clean installed on BOTH the latest Wordpress AND Drupal 7.50 and in both installations, going to Administer > CiviCase > Case Types results ...
3
votes
0answers
53 views

How would I create a drupal view that pulls information from 3 different activities that are all stored on a single case?

I want to create a drupal view that pulls in information from different activities stored on a CiviCase and information about the case and case client. List of fields to include would be something ...
1
vote
0answers
34 views

How would I build a drupal view that shows information from a case including who holds each of the case roles?

I would like to build a drupal view that shows information from a case including who holds each of the case roles. For example the view would show Case Id: 1234 Case Status: Scheluled Role 1 contact:...
0
votes
1answer
113 views

Set up for a Scheduled Reminder using case activity

Using Civi 4.7.8 (about to go 4.7.10) I want to create a scheduled reminder such that when the status of a custom activity type (which I've called 'Decision') changes to 'Completed', the case ...
1
vote
1answer
32 views

How are CiviCase Case ID numbers generated?

I've assumed that CiviCRM simply allocates the next available Case ID number when a new case is created. Certainly it has always looked that way. However, on one site I work with where cases are used ...
1
vote
1answer
98 views

How to add case fields to activity report?

Is it possible and what's the best way to add case fields (e.g. case type) to an activity report whilst still ensuring civi can be updated easily? I'd imagine those aren't default options because not ...
2
votes
0answers
73 views

creating case types with different component than CiviCase for attached activity types

We created an extension for tasks management which define a new civicrm component called CiviTask .. I want to create 4 case types (with attached activity Types set and a standard timeline ) when ...
0
votes
1answer
31 views

How to change the display of case listings to show and/or sort on case ID

My client makes extensive use of cases, and the case ID is an important identifier. CiviCRM tends to downplay the case ID, however, often placing more emphasis on the case subject, which isn't as ...
0
votes
2answers
46 views

Add new case: “Case Type is a required field”

When I try (on 4.6.18) to create a new Case, I get an error saying Case Type and Case Start Date are required, but no fields exist on the form to specify these? I have Case Types defined and enabled ...
0
votes
1answer
32 views

Searching by case - would like to sort by subject - greyed out

When I search for Cases, the search results are sortable by clicking on any of the column headings except for Subject and Case Manager. I would like to order the results by Subject - either by ...
1
vote
1answer
39 views

Why is the list of relationships presented when adding an additional role to a case different from those presented when configuring a case?

The list of relationships presented for selection when configuring a case type are B to A Relationships. The list available from which to add roles to cases contains A to B relationships. Is this ...
1
vote
0answers
36 views

Specific reports from civicase

We have developed a sophisticated and fairly detailed civicase. However, we are having some difficulties in using Advanced Search to produce detailed reports based on some of the fields we have ...
3
votes
4answers
212 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 ...
1
vote
1answer
38 views

In 4.7 CiviCase, why does reassigning a role not delete the old one?

In 4.7, when managing a case, I try to reassign a role to another contact, but it adds a new one. It should delete the old relationship. The button is an 'edit' pencil and the hover text says '...
1
vote
2answers
103 views

Entity Relationship Between Grant and Case

I'm exploring Civicrm for a client that processes emergency grants for individuals with medical, and other issues. There is a process to fill out forms which often requires follow-up in the workflow. ...
1
vote
4answers
145 views

Civicase activity table default options

I would like to change two aspects of the Activities table on the Civicase summary screen. Change the default number of rows to be shown from 10 -> 100 Also have a filter to automatically hide the ...
1
vote
1answer
36 views

Geocoding: Can you only use it for contacts?

I want to use Geocoding on Cases. My cases have specific locations and I would like to input an address and then use Geocoding. Can this be done? Thanks
0
votes
1answer
26 views

Custom date field throwing DB constraint error “cannot be null”

I have a date field associated with a particular case type. When I try to create a new case, it is failing because the dates are empty. However, when I created the custom data, I did not make them ...
1
vote
0answers
40 views

Combining case timeline with case sequence(s)

Our organization would like to record all activities for coaching processes with clients. In order to accomplish this I consider using Civicase. The case could comprise following: Activities on the ...
3
votes
1answer
103 views

Can CiviCRM be used in a HIPAA context?

I was talking to somebody over the weekend regarding a site that seemed a perfect match for CiviCRM -- including donations, event registration, contact/relationships, case management. When I mentioned ...
1
vote
1answer
42 views

Activating component CiviCase failed

I want to activate CiviCase in admin/setting/component?reset=1 and this results in an "DB error". This is the error-log: CiviCRM_API3_Exception: "DB Error: already exists" [...] Entschuldigung, ...
2
votes
2answers
56 views

In 4.7 the activity 'Assign Case Role' is assigned to the client: is this a bug?

I can reproduce this on the 4.7 demo. I create a case of type 'Adult Day Care Referral' for client Rebekah Adams. Using the civicrm/contact/view/case screen, I assign the role 'Health Services ...
0
votes
0answers
34 views

In 4.7 CiviCase relationships are being inserted the wrong way round: bug or feature?

On the 4.7 Drupal demo site I created a case of type 'Housing Support' for Rebekah Adams. I added Beulah Barkley as the 'Benefits Specialist. My user (Test Test in the demo) was the 'Homeless Service ...
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?
2
votes
2answers
85 views

How to create a Drupal View of Open and Resolved Cases

Goal is to recreate the CiviCRM Summary of Involvement Dashlet in Views. Problem arises when I try to count both open and resolved Cases in one View. Table should look like: Columns: Case Type/Open ...
1
vote
1answer
62 views

How do you create a new custom table tied to case type?

Drupal 7.39 CiviCRM 4.6.8 Webform Civi Integration version 7.x-4.11. None of our case managers see any of the Civi back-end. All of their interaction is through Drupal, Views and Webforms. This ...
1
vote
1answer
38 views

Why did Case Type get stripped from all Smart Groups after upgrade to 4.6.9?

Drupal 7.41 After upgrade to CiviCRM 4.6.9, all Smart Groups that had a case type in the criteria were empty. When I looked at the criteria for each group, the case type was stripped from the search....
1
vote
1answer
95 views

Updating Custom Form Value via jQuery not Saving to Database

I have been charged with developing CivicCrm for my place of business. The company I work for is a nonprofit and we help people with disabilities both mental and physical. The Department that deals ...
3
votes
2answers
78 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. ...
1
vote
2answers
62 views

FIne-grained Volunteer Management

There is a need to manage neighbor-helping-neighbor volunteers in Senior Villages (and similar). Senior Villages are mutual-support organizations, often without paid staff, which provide social, ...
2
votes
1answer
40 views

What does the “All Cases” dashlet actually display?

Does anyone know what the criteria are for a case to be displayed when using the "All Cases' dashlet? What seems to be clear is that what it doesn't display is all of the cases.
2
votes
3answers
74 views

Edits not saving in Case Activity Tab since 4.7.4 upgrade

If I edit an activity (eg the date or the status) in the Activities tab of the Manage Case page, I get the confirmation message "[activity name] saved". But the edit is not saved. This problem only ...
1
vote
1answer
97 views

CiviCase Users Unable to Edit & Add Activities on Cases They've Been Assigned [duplicate]

We have assigned the Wordpress Access Control permission “CiviCase: access my cases and activities” to a variety of users who we want to assign case roles to. The description of “CiviCase: access my ...
3
votes
1answer
137 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: ...