Questions tagged [civicase]
civicase identifies issues related to the CiviCase CiviComponent.
411
questions
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Civibuild Vagrant - drupal-case build?
Hey all Just found the Civibuildkit using Vagrant - made my day as they have a build that was useful for me to test and work on for my site.
My question is: Is there some one out there that can help ...
- 1,128
2
votes
1
answer
37
views
Trouble searching for deleted cases
In Civi 5.5.3 (Drupal 7.59) I'm running into an error trying to search for deleted cases. In case search with our without additional parameters set, if I check the "Deleted Cases" box I get an error ...
- 21.7k
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1
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42
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Civicase- order results in find case
Following links in Civicase dashboard (4.6.38) normally takes you through to a set of search results in the Find Cases search.
Initially cases are displayed by client name, alphabetically.
There are ...
- 2,488
2
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0
answers
40
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Timeline not working as before in case activities after upgrade from 4.7 to 5.1
I have a scenario in civicase > Case Types with a Timeline with multiple activities inserted in the following way:
Activity Status Reference Offset Select
Meeting Scheduled Meeting 7 Newest
Meeting ...
- 113
3
votes
1
answer
98
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CiviCase Permissions
So I am very new to both civicrm and Drupal, but I have read the setup and can’t seem to get the permissions to work for Civicase
Obviously my administrator account - it all works. I created a second ...
- 21.7k
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44
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When filtering with data in civicrm/contact/view/case&reset=1 I get an error and no filtering
I have a problem in civicrm/contact/view/case&reset=1 when I use the date filter.
I have an Italian localization with date format set to dd/mm/yyyy.
I choose a date in the calendar and then I ...
- 113
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0
answers
29
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Saved Cases not showing
On occasion, a Case that has been added to an Individual will not show up under the cases section of the individual summary for anywhere between 5 and 40 minutes. I have tested this myself, but ...
- 11
4
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3
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126
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CiviCRM 5.4, Unable to create case type (angular validation error)
On fresh Install Civi 5.4, Core expect to have new option group called "Activity default assignee", but upgrade script not executed and not updated the option group table with "Activity default ...
- 5,664
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1
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60
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Missing Custom Activity Field Data When the Activity is Filed on a Case.
As the title states. Data that I enter into custom activity fields, is saved and
I can view that saved data from the Activities tab in the Contact Summary.
Like this:
But after the activity is ...
- 21.7k
2
votes
2
answers
69
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Create invoices in CiviCase
We are still evaluating CiviCRM 5.4.1 and CiviCase on Wordpress 4.9.8
Most of our requirements can be filled by CiviCRM and CiviCase.
But one requirement is to have invoices listed and followed up ...
- 3,645
3
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1
answer
113
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Is it possible to restrict view to certain case activities?
We are currently evaluating CiviCRM 5.4.1 and CiviCase on Wordpress 4.9.8
One of the requirements is to limit access to certain activity types.
In simple words, some users are not allowed to view ...
- 38.5k
2
votes
1
answer
314
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Getting "DB Error: syntax error" When searching for Deleted cases
When I try and do any kind of search for cases and I select the box for "deleted cases" I get a page saying: DB Error: syntax error
I am using Civi 5.3.1 and Drupal 7.59.
The log gives the following ...
- 30.5k
3
votes
1
answer
45
views
Can't edit or save CiviCase types
I have a fresh install of CiviCRM v5.4.0 running on Wordpress. I wanted to modify the default CiviCase types, but the 'Save' button or the 'more' buttons are inactive, i.e. nothing happens when I ...
- 30.5k
3
votes
1
answer
71
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Amending relationship types has broken civi case
I was updating a site adding new relationships for cases, and relabelling old relationships to make more sense in case context.
What I've since found is that the updates to the relationship table don'...
- 21.7k
4
votes
2
answers
75
views
Drupal Views Multiple Field CiviCRM
I collect data in case activities, and I'm currently trying to build a Drupal Views of this data. I'm running into a problem with multiple fields. For example: "What colors do you prefer?" The results ...
- 3,645
5
votes
3
answers
139
views
Automatic updates of timeline activity dates
I am finding that timelines in civicase assign dates for activities based on when the case is opened, which means timeline dates are rarely accurate to when they should occur.
Let's assume that "Open ...
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1
answer
29
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CiviCASE - edit / report on 'Detail'?
When creating a case, one of the fields is 'Detail'. It's a very useful description area for the case. However, can anyone point me to where it is then displayed or is editable? I can't find it on any ...
- 21.7k
4
votes
2
answers
99
views
How are folk storing lots of Files on Cases?
I know there are File fields on Activities, and we can add File Fields to the case itself.
But say there are 20 documents to add over time.
while googling I found this which sounds interesting ...
- 28.1k
2
votes
3
answers
137
views
Why is inbound email activity uneditable in case activity list?
If I send an email to the configured inbound email address it correctly creates an activity. I can see the activity in the activities list on my own contact and on the contact connected with the ...
- 1,247
5
votes
3
answers
640
views
Activities to be shown in a full calendar
CiviCRM 4.62 on Drupal 7.37 in a Linux Virtual Box using only the CiviCASE module.
I need a full calendar view for civiCRM activities. I need a page with month, week and day views for the current ...
- 542
4
votes
1
answer
47
views
Is this a bug in civicrm/case/activity/view breadcrumb?
Disable popups in display preferences.
Find a case eg civicrm/case/search?reset=1.
'Manage' the case to open it.
Click on the activity Subject, goes to eg civicrm/case/activity/view?...
- 1,021
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0
answers
46
views
Outlining the required steps in a case type
I'm looking for a way to document the steps that a person should go through when a case of a particular type is opened.
My steps are something like this:
Have the person fill out this form
Have them ...
3
votes
1
answer
56
views
CiviCase css problem (Joomla version) after upgrade to 4.7.14
There is a problem with css class "label" in CiviCase. This affects the CiviCase dashboard and custom fields in the Case view panel. I think this only affects the Joomla version of CiviCRM 4.7.14.
- 1,278
2
votes
1
answer
41
views
Using Civi for a signposting service
I am trying to see if there is a way we can use Civi to help our signposting service.
Workers talk to a client about their lives and as a consequence may want to make a referral to a number of ...
- 28.1k
2
votes
3
answers
258
views
Cannot Assign Multiple Roles to Case
Using CiviCRM 4.6.
In CiviCase I was unable to assign a second role on a case. I need to have a Case Coordinator AND a second assignee.
In this case, an Event Rep. If I set the Case Type to use ...
CommunityBot
- 1
1
vote
1
answer
79
views
How to duplicate a case
We often have batches of six to eight related cases which have much of the same content (relationships, custom fields, activities). I would like to generate new cases by cloning an existing case ...
- 11.8k
2
votes
3
answers
105
views
Why can't I add more CiviCase fields to my Profile?
I have created a new Profile to prompt the user to complete a new Case within CiviCase. However, when adding fields to the Profile, it only offers the 'Case Subject' field from CiviCase. What have I ...
- 149
1
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1
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51
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 ...
- 28.1k
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1
answer
71
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 ...
- 21.7k
2
votes
1
answer
34
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 ...
- 6,936
2
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1
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189
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 ...
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4
answers
141
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 ...
- 28.1k
3
votes
2
answers
204
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 ...
CommunityBot
- 1
2
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1
answer
78
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?
...
- 1,835
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79
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 ...
- 21.7k
1
vote
1
answer
52
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 ...
- 6,936
1
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0
answers
121
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 ...
- 1,229
4
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answers
110
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 ...
- 1,278
2
votes
1
answer
47
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 ...
- 213
5
votes
1
answer
63
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 ...
- 21.7k
1
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1
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35
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 ...
- 2,488
3
votes
2
answers
15
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?
- 17.5k
4
votes
2
answers
112
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 ...
- 11.8k
1
vote
1
answer
57
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 ...
- 553
1
vote
0
answers
54
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 ...
- 45
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1
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68
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 ...
- 21.7k
2
votes
1
answer
76
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 ...
CommunityBot
- 1
4
votes
1
answer
359
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.
- 28.1k
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1
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169
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 ...
- 1,411
1
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0
answers
56
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::...
- 1,173