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Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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3
votes
2answers
79 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
41 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
76 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
99 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
139 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: ...
0
votes
3answers
141 views

With an upgrade to 4.7.3, Civicase has become inoperable

This is an addition to the question I asked last week. I have been using Civicase for 4 years and now I am unable to use it at all. Below I have provided more details about the problem that I did not ...
0
votes
2answers
31 views

Why am I getting error messages when trying to search for cases in CiviCase?

I am using Wordpress 4.4.2 and recently upgraded to CiviCrm 4.7.3. When I try to search for cases under the "find cases" menu, I keep getting the following error messages: Warning: Invalid argument ...
1
vote
2answers
66 views

CiviCase Use Examples for Donor/Grant

I was wondering if anyone would mind sharing some screen shots of your setup of CiviCase to track donor and/or grant interactions. The only samples I can seem to find are affiliated with more ...
1
vote
1answer
29 views

Merging case types in CiviCase

I would like to consolidate the case types that I have created for CiviCase. Is there a way to merge two or more case types into a broader category so that the cases once assigned to these more ...
1
vote
0answers
53 views

CiviCase losing Relationship in Case?

Since upgrading to 4.7.3 on WordPress, some of our Cases seem to be losing a relationship role. They are not linked to the case from the contact record either, even after re-adding them to the case. ...
3
votes
1answer
54 views

Activities pane on Manage Case page

Does anyone know how to make the Case activities in the activities pane display in ascending order by default (earliest first)? At the moment, they appear in descending chronological order (latest ...
1
vote
1answer
25 views

CiviCase - Having issues

When trying to add a record in case, I get the above screen. I was originally having an issue with editing Case Types. Even trying to enable or disable wasn't working. Since updating to 4.7.3 the ...
0
votes
1answer
38 views

How can I show only Cases that have no Case Manager?

I asked a similar question recently, but I wanted an answer specifically for Drupal Views. I'm broadening my scope now. I thought I had an answer to my question via Case Reports. I can show only ...
2
votes
1answer
85 views

/civicrm/civicrm/CRM/Case/BAO/Query.php Reported to Contain Malware by Wordfence

I'm testing Wordfence a WordPress security plug-in on our site. It reports that /civicrm/civicrm/CRM/Case/BAO/Query.php contains suspected malware. Is this true? We are running CiviCRM 4.7.2. Here'...
0
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2answers
29 views

Issue in sections of civicrm that use /civicrm/.*/#/.* using LEMP

So civicrm case and extensions like simple donate use a path that includes the # character. When running on apache these work fine, but when I moved the site over to nginx, they stopped working. so I ...
3
votes
1answer
74 views

Formatting tags shown in activity view

It seems that any activity created in 4.7.1 (not sure about earlier 4.7 versions) sometimes shows all formatting tags when viewed. I reproduced this both in Wordpress and Drupal demos by creating a ...
0
votes
2answers
63 views

Would like to know how difficult customise CIVICRM ? did anyone contacted the partners ?

I am looking into customising CIVICRM for thinkForward UK. However I would like to know how hard and complicated customising the solution would be. Does anyone contacted the partners and ...
0
votes
1answer
38 views

Other Relationships

I have tried starting over with CiviCase with the new interface as we had not used the XML based configuration. With the new case type I have a section called Other Relationships. The information in ...
0
votes
1answer
38 views

CiviCase Error.. Help!

I am getting an error when I click manage case. Looks like it has something to do with custom fields for a custom field type (DLSE Claim). Wordpress 4.4.2 CiviCRM 4.6.11 This happened after ...
2
votes
1answer
66 views

How can I add additional clients to a case?

I want to be able to add additional clients to some cases. The ability to do this used to be configurable via the case settings XML file before the configuration got moved into the UI. What's the ...
1
vote
1answer
58 views

How to show CiviCase activities in client Actions dropdown?

I would like to create an extension that pulls in activity types from CiviCase and allows creating those activities against a client record using the "Actions" dropdown on the Client Summary page. If ...
1
vote
2answers
119 views

Check custom data field value change to trigger activity status change

How would you recommend to check data change (with pre and post values) on a custom field (attached to a case) and then to mark an activity in that case as completed? I have looked at hooks like ...
1
vote
1answer
55 views

Search cases - find case by case role

I'm looking for a simple solution to allow staff to search for a case by Case Role in addition to client name. currently the search cases screen (civicrm/case/search?reset=1) has only the client ...
0
votes
2answers
56 views

How to implement nested repeating fields?

Please could I have some suggestions on how to meet this requirement: I need to be able to add a support plan to a contact. The support plan has an indeterminate number of goals. Each goal has a type,...
3
votes
1answer
62 views

Case ID in e-mails from case

When sending e-mails from a case in CiviCRM the subject line contains a hashed case id between square brackets. It looks something like [case #a234db] Subject of the e-mail which is not really user ...
0
votes
1answer
57 views

How can we add case details and filtering to the CiviCRM dashboard?

In future CiviCRM versions would it be possible to added extra functionality to the civi case dashboard, specifically allowing the dashboard to use filters to display the data, e.g. order by contact ...
5
votes
2answers
157 views

What is the largest number of customer records that civicrm supports?

I am evaluating civiCRM to use as the CRM in the captive BPO setup of my non-profit. Need to know how many customer records civiCRM can handle, in the database of my beneficiaries. Can it support a ...
2
votes
1answer
50 views

Export Activities associated with CiviCase

We're currently discussing whether it's possible to use the activities recorded in a Case (including the scheduled activities in a timeline), export them into Excel and convert it into a Gantt chart, ...
1
vote
1answer
49 views

Database constraint error on enabling CiviCase

I'm running civicrm 4.4.20 on the latest Joomla 3.4.5. When I try to enable CiviCase I get an database constraint error (see below). [code] => -3 [message] => DB Error: constraint ...
1
vote
1answer
27 views

Case Overview Button Not working [closed]

I'm using Civi CRM as a local Healthwatch. I can't see an overview of cases - when I click the button, or try to enact a search, the page below shows. Any idea how to fix it? TIA!
0
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3answers
42 views

Determine client of new case from within hook

I'm setting up CiviCase with a new case type of 'Press Release'. We only have one press officer, but want other staff (those who more often deal directly with our members) to be able to open cases. So ...
0
votes
2answers
18 views

Restrict CiviCase Status changes

Does anyone know how to restrict available CiviCase Status types based on what the current status is? I.e. I want not to be able to go to "application rejected" until it has passed through "...
2
votes
1answer
36 views

Where in the DB are CiviCase timelines and sequences stored?

Please can someone tell me, where in the DB are CiviCase timelines and sequences stored?
1
vote
1answer
53 views

Formatting of formatted text in print case and activiy audit

I'm sure this shoudl be fairly straight forward. I think i'm looking in the wrong place. When I try to print the report of a case (civicrm/case/report/print?) or undertake an activity audit of a ...
4
votes
1answer
149 views

What is the status of the make it happen for permissions on activities and cases?

The make it happen listed here is something we're interested in having. What does it mean to be a "confirmed" make it happen? Is this particular capability coming soon? (I emailed the make it happen ...
3
votes
2answers
105 views

Is CiviCase suited for this scenario?

CiviCRM Version : 4.6.10 Joomla Version : 3.4.5 Is CiviCase suited for the following scenario? If so, out of the box? Or would it need to be extended? Scenario: Member opens a case (on front-end) ...
1
vote
1answer
116 views

How can I display only Cases without Case Managers using Drupal Views

I'm using CiviCRM 4.6.9, if it makes a difference. I want to use Drupal Views to display only CiviCase cases that do not have case managers. I feel as though I'm close... so close, but I'm not quite ...
0
votes
2answers
52 views

Upgraded CiviCRM 4.4.6 to 4.5.4; Case is adding but its not showing?

Upgraded civicrm 4.4.6 to 4.5.4. Case is adding but its not showing? I am using drupal-7.22.
1
vote
2answers
58 views

In CiviCASE how do I restore a deleted case?

If I've deleted a contact and it's related cases how can I restore the data from a backup? I've restored the records in civicrm_contact, civicrm_case, civicrm_case_contact, civicrm_activity, ...
2
votes
1answer
54 views

What's the best way to assign a case role via the API?

When you assign a case role through the UI it creates lines in the relationships and activities tables. I can't find an equivalent through the API - I can create the relationship (which then shows ...
3
votes
1answer
98 views

How do I set a case open date and/or close date with a webform?

We've successfully got Webforms that open or close a case and assign a case role. However, I can't seem to figure out how to specify a date to close or open the case. All submissions record the ...
3
votes
2answers
198 views

How can I update a particular activity/case via a webform?

Here's the use case: A user submits reports via a webform on a frequent basis. Each time they submit a report the webform creates a new case, and populate a custom activity type with the data that is ...
6
votes
1answer
223 views

Whats the difference between a case sequence and a case timeline?

Whats the difference between a case sequence and a case timeline? I can see one has an offset and the other doesnt, is that it?
1
vote
1answer
47 views

Change Case summary report to group by Case ID

When civicase is configured to have multiple case clients, the summmary report (report class: CRM_Report_Form_Case_Summary) shows one line for each client. I'm trying to change this to show only ...
0
votes
1answer
23 views

CiviCase: Accordions not toggle (“Roles” “Activities”). Menu Options (“Add Activity” etc.) not “auto-trigger,” Admin menus at top of screen not open

CiviCRM 4.6.8; Drupal 7.39 Everything seems normal when I go to the dashboard initially. I click "Manage" to open a previous case. On the case management page that follows, pretty much all menus and ...
1
vote
0answers
56 views

Permission(s) to edit cases created by the user

I want to restrict a role to be able to create cases in CiviCase and be able to edit them. The "access my cases and activities" permission allows the role to create cases, but not to add new ...
1
vote
2answers
28 views

Can I add a timeline to a Case programatically?

Is it possible to Add a predefined Timeline to a Case from a hook, via API or otherwise? That is, duplicate the effect of a user clicking the "Add Timeline" button in a case?
2
votes
1answer
50 views

How do I rename an activity used in CiviCase?

I have this problem on CiviCRM 4.6.8 with Joomla, and reproduced on the demo server. If I rename an activity (from Administer->Customize Data->Activity Types) used for a Timeline within CiviCase, I ...
2
votes
1answer
138 views

Adding Case Role to CiviCRM Cases Views

I have created a CiviCRM Cases View. How would I add a column for "Case Manager" role to the Views? I am unable to find the field where that can be displayed.