Questions tagged [civicase]
civicase identifies issues related to the CiviCase CiviComponent.
411
questions
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After 5.18.4 Upgrade, Cases are Missing from the List
After Drupal 7.67 and CiviCRM 5.18.4 upgrades, when you click on add a case, the correct screen opens, you can enter data, then save, and the number of cases showing in the constituent summary is ...
- 733
1
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2
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64
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Case Details Report- Active Case Role filter
Trying to run a case details report for all cases of type "x" opened between a given date range.
Noticed that not as many cases as expected show.
On further investigation found that there is a ...
- 12.9k
1
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1
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23
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Is there a function or extension that shows one view in a case containing the content of the Summary and Details fields of all activities
We are seeking to show, preferably in the management of a case not as a separate report, a list of the Summary and Details fields of all activities in a case. The goal is to promote the use of cases. ...
- 21.7k
2
votes
0
answers
62
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Civicrm Angular Module system generated files keeps growing exponentially
Does anyone know why the angular-modules system generated files in the contribute/dyn keeps growing at en exponential rate. Also clearing the cache doesn't seem to delete these files. We have more ...
2
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1
answer
46
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Adding multiple Case Coordinators in a Drupal webform?
I've got a multi-site with the following roles in Drupal:
Site admin (full access)
Local admin (can view all contacts)
Case Manager (can view all Cases)
Staff (using ACLs, can view site-specific ...
- 21.7k
2
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1
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76
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Is there any way to switch off e-mail notifications in CiviCase?
It seems that CiviCase sends out e-mail notifications for any change that is done in case activities. Is there a way to switch off these automatic e-mail notifications? (manual e-mail messages should ...
- 28.1k
2
votes
2
answers
70
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Print merge document from case search files on wrong contact
I've already reported this as a bug but would love to help solve this - am hoping you guys can help point me in the right direction. (https://lab.civicrm.org/dev/core/issues/893)
When 'Record ...
- 2,488
2
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1
answer
31
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CiviCase not strictly adhering to permissions?
I have a use case where 'volunteers' deal with casework on an area basis, with a 'supervisor' for each area. Volunteers can add contacts, and view their own cases. Supervisors can view all cases.
...
- 21.7k
2
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1
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46
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CiviCase - Edit Actions with permission: "CiviCase: access my cases and activities"
Im Configurating CiviCase and I have seen that if a contact has the "CiviCase: access my cases and activities" permission, he cannot use the actions of the assigned roles.
I understand that this ...
- 21.7k
1
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2
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37
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Unable to enable CiviCase [duplicate]
When I try to enable CiviCase I get a white screen of death and the following msg:
"A fatal error was triggered: Could not create the MySQL views for CiviCase. Your mysql user needs to have the '...
- 113
3
votes
1
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158
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Add field on Case type form
I want to add a field on Case type setting (civicrm/a/#/caseType/1 which is build in angular js) either just below the description field or as a tab besides case role tab. What is the easiest way to ...
CommunityBot
- 1
1
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1
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73
views
Assigning case roles via webform?
I have inherited a Drupal + CiviCRM 4.7 site which uses CiviCase to track applicants for an award. The applicant is the case client, and each case (nomination) has up to three judges assigned, who are ...
- 30.5k
2
votes
1
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139
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Workflow and Automation
I'm trying to figure out how to do automated workflows.
This is an example of one such process:
Member fills in a request to host an event using Caldera Forms (at the moment). I currently have some ...
- 21.7k
2
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1
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83
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How to change case dashboard column
We need to remove subject from case dashboard. we don't know where to change whether in report or in drupal. can any one please help on this.
- 21.7k
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2
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77
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Is there any way to group cases?
Is there any way to group cases, other than using tags?
We currently need this for an implementation where case management is used to fulfill wishes for children with chronic diseases. The ...
- 28.1k
1
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1
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21
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Activities don't show on the profile page
This child has three activities linked to his profile, however they don't show up. The do show up if we navigate to cases, but we would like to see them from this profile view. Is there any way I can ...
- 21.7k
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1
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31
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Default Activity Subject
Is it possible to set a default subject for specific Activity types?
We would like to set a default text on the “subject” of each activity that can be created for a case.
- 11.8k
1
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2
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70
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Civicase report shows empty list
I have set up report to list the number of active cases, however the report doesn't show anything when I refresh results, even though there is a number of opened cases which show in the Case dashboard....
- 417
1
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1
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19
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Case Type field not available to add to a profile
I would like to make a profile that I can use to change case types and update statuses. The Case Status field is available to add to a profile but Case Type is not. This is true in my instance (Spark) ...
- 21.7k
1
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1
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94
views
Add custom fields to cases
Have managed to add custom fields to contacts, and have tried to do the same for cases. The option seems to be there, but they do not show up on the page for creating a new case.
I can add custom ...
- 105
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1
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100
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Auto-filing e-mails on Cases: Mail content not shown under details and attachment with extension .unknown created
I am trying to set up a workflow with CiviCase to automatically file clients' responses on their respective cases.
According to the documentation, mails arriving in the e-mail-to-activity-Mailbox, ...
- 509
2
votes
1
answer
28
views
Case Status at a Specific Time
I'm on Drupal 7 and CiviCRM 5.10 (yes, I'll update to 5.12 this weekend). I have a case with multiple case status: Active, Maintenance, Closed. When case activities are entered in the system, it doesn'...
- 21.7k
4
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1
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54
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When a Case is set to Closed we would like all un-Completed Activities on the Case to have their Status changed (eg to Cancelled
anyone have a working model of this. we thought about drupal/civi rules but may just add in an extension.
seems to us that it could be quite a generic solution, after all, when a Case is Closed you ...
- 6,731
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74
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CiviCRM 5.12.0 - Case API returning an Analyzer object containing XML and JSON. Only want JSON
I had a working script set up to create cases in CiviCRM using REST.https://domain.com/administrator/components/com_civicrm/civicrm/extern/rest.php?entity=Case&action=create&json=1&version=...
- 21.7k
2
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1
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44
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Manage Case ─ display activities in chronological order
Joomla 3.9.2
CiviCRM 5.12.0
On the Manage Case page, the activities are now displayed in a clever order (overdue first, then the rest in newest-to-oldest order). I can imagine that this makes sense ...
- 1,278
1
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43
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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 ?
- 21.7k
1
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0
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50
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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" ...
- 21.7k
1
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1
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162
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 ...
- 21.7k
4
votes
1
answer
88
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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 ...
- 3,183
1
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2
answers
32
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 ...
- 12.9k
2
votes
2
answers
69
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 ...
- 11.8k
3
votes
2
answers
67
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 ...
- 11.8k
0
votes
1
answer
78
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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 ...
- 6,936
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65
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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?
- 21.7k
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38
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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 '...
- 21.7k
2
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1
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46
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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 ...
- 2,037
2
votes
1
answer
111
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 ...
- 21.7k
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1
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33
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 ...
- 30.5k
2
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0
answers
58
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 ...
- 21
2
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0
answers
29
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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 ...
- 2,488
6
votes
3
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286
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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1
answer
56
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"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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1
answer
46
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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 ...
- 1,173
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97
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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 ...
- 28.1k
3
votes
1
answer
81
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 ...
- 21.7k
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58
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'...
- 61
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2
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75
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 ...
- 61
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75
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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 ...
- 21.7k
1
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1
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17
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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 ...
- 6,936
1
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154
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 ...
- 553