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Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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1
vote
3answers
153 views

CiviCase - how to use for tracking grants we are applying for?

I've been asked to use CiviCase for tracking grants that my organisation is applying for but am unsure where to start. I'm trying it out with sample data, so I've created a contact called "Dummy Grant ...
1
vote
1answer
42 views

Upcoming activities in Case Control Panel - extend time span?

In the control panel for CiviCase by default you see activities scheduled for the next two weeks under "My upcoming activities". Is it possible to extend or control this timeframe? If so, how?
1
vote
2answers
42 views

Civicase . how to copy a timeline or sequence

we're setting up a few case types, each of which has half a dozen timelines. Once we have set up one timeline, is there any way of duplicating it? I imagine that the timeline definition is stored in ...
9
votes
1answer
747 views

How do I open a case that started more than twenty years ago?

We have one client whose case started 25 years ago. This falls out of range of the allowable open case date range and produces this message: Is there a way to expand/change this date range?
2
votes
0answers
88 views

Sending scheduled reminders in civicase

I am trying to set up a scheduled reminder from an activity in Civicase. The options in scheduled reminders are these: I presume what I need to do is send reminders to "Activity Assignees" - that ...
6
votes
1answer
167 views

How can I make a contact the case manager of several cases with the same client contact?

Our organization is trying to use CiviCase as a ticketing system. So we have one case type, the "Ticket". We can have multiple Tickets open for the same client. However, I can't assign the same ...
6
votes
3answers
98 views

Submitting Cases on a Website

We installed CiviCRM 4.6.5 on our Joomla site recently and enabled CiviCase. What is the best method for allowing site visitors to submit a form that becomes a case? We can't seem to find the obvious ...
0
votes
0answers
22 views

CiviCase - cannot change summary

When I try and make changes in the Summary on CiviCase (i.e. change status or type) I get the error message: required params missing. Any ideas on what is causing this and how to fix it?
1
vote
1answer
135 views

How can I modify what is displayed on the civicase dashboard?

currently it shows Contact / Subject / Status / Type / Mt Role / Manager / Most Recent / I want it to show Contact / Subject / Activity Status / Custom field 1 / custom field 2
1
vote
1answer
36 views

Which email address should the printed Case Report present for the Case Manager in the Role Section of the Report?

The Case Report presented when the Print Report link is selected does not present the primary email for the Case Manager when the Case Manager has more than one email. Should it present the primary ...
3
votes
2answers
218 views

How do I make dropdowns work on CiviCase edit case type?

I upgraded from 4.5.8 to 4.6 and wanted to start exploring CiviCase. I think I've poked at it a little bit in the past without this problem, but may be wrong. After enabling the component, I go to ...
1
vote
1answer
202 views

AJAX problem in CiviCase - Administer Case Types

I'm getting the same effect as reported here. I'm trying to set up CiviCase, and all seems fine except when I try to Administer->CiviCase->Case Types I just get blank screen. The JavaScript console ...
1
vote
1answer
51 views

How do I hide exposed filter options in Drupal View?

Using CiviCase and need to hide two case status' that we aren't using from Drupal Views exposed filters (Pending and Urgent). Pending and Urgent are disabled in the CiviCRM Case Status UI. Just want ...
1
vote
1answer
83 views

Send an Email from CiviCase

is there a way I could add the "Send an Email" activity to the CiviCase timeline? I was hoping to file an activity in the timeline so that x number of days from the Open Date, the user can "Send an ...
1
vote
1answer
65 views

CiviCase Will Not Save Settings for Activities

I am using CiviCRM 4.5.5 on Drupal 7. When I go to the settings page for my Case configuration (Administer -> CiviCase ->Case Types) I can add activities to the list of activities and appears to ...
2
votes
2answers
46 views

Adding custom roles to Case “Add role” function

I've tried this on a couple of instances, but if I have a Case I want to add role to, the list is restricted to the core roles that come with CiviCRM and none of my custom roles based on custom ...
2
votes
2answers
20 views

How do I enter new contact from “New Case” form using a contact subtype?

When I click in the Client field, I can start typing the name of an existing contact or I can click on "New Individual," "New Organization," or "New Household." However, it doesn't list our "Hotline ...
0
votes
1answer
50 views

Custom activity types do not appear in report filter

When creating a report from a template (specifically the Activity Report) custom case types are not available in the filter list.
1
vote
3answers
59 views

CiviCase dashboard for individuals

In our system, based on imported data, we have the role of Pastor (whose parent is individual), and pastors are the only contacts with Drupal accounts. When a pastor logs in, they are shown the ...
1
vote
1answer
58 views

Webform: Only Open Case if Condition is True

I am just starting to learn the Webform integration with CiviCRM. I know that I am able to open a case via the webform module. However, I only want to open a case if a condition is met. For example, ...
3
votes
3answers
364 views

How do I setup a webform so that an existing activity in a case is updated?

Here's the scenario: A user submits a webform that creates a case. An administrator assigns a role in that case to a second user, and edits a specific activity (activity ID = xxx) in that case to ...
3
votes
2answers
66 views

Module or extension to use for tracking agreements?

I'm looking for a module or extension that has been written for tracking contracts/agreements between organizations within CiviCRM (on drupal). We would like to be able to track all the activities ...
1
vote
1answer
150 views

Tags used for Cases, Activities or Attachments in Drupal Views?

We are trying to achieve a hierarchical approach to some of our case types by using case tags. It works great on the back-end, but if I try to filter a view by the case tag, I get no results. In the ...
2
votes
0answers
99 views

CiviCase - cannot save

I am part way through setting up CiviCase. All went well until all of a sudden I get this error message: "Sorry an error occurred and your information was not saved" Is there a limit to the number ...
4
votes
2answers
130 views

Why doesn't creating a case from API work?

I think this is a bug. From the API Explorer, I can successfully run this to create a new case, and it is auto-populated with the default Sequence: $result = civicrm_api3('Case', 'create', array( '...
1
vote
2answers
100 views

If contact has multiple cases, how do I filter a view to show only case roles associated to that case type

We have contacts that may have multiple cases, each with a case coordinator. I have created a view for each case type that shows the associated case coordinator along with last activity date, links ...
1
vote
1answer
79 views

Linking CiviCase with a CiviEvent

This one may have an obvious answer, but I just cant seem to find a simple solution. Running Wordpress 4.2.2 CiviCRM 4.6.3 In a nutshell We want to use CiviCase to coordinate Event management. The ...
7
votes
2answers
70 views

Automatic filing of pdf letter activity within civicase

I am experimenting with "create printable letter" from within a civicase case as a mechanism for writing a letter to that particular client. However the resulting letter does not get automatically ...
2
votes
1answer
33 views

How to add validation to the 'Add Case Role' option in Case Summary View?

I have a customer where it is vital that there is only one Case Role on a case. In the CaseView form it is possible to add a case role, and I want to add some validation to this. in core actual ...
5
votes
1answer
147 views

Why doesn't the activity “send email” have a 'schedule follow up activity' option

I am using send email in civicase to send an email to a case resource (in this case a local council). At the time of sending the email I want to be able to schedule a reminder to check that I have ...
0
votes
1answer
37 views

Is it possible to make Case Resources a smart group?

I discovered via http://forum.civicrm.org/index.php/topic,35204 that the Case Resources available in CiviCase pull from the Case Resources group. Is there any way to make it use a Smart Group? If ...
2
votes
2answers
55 views

CiviCRM 4.6.2 extra components in menu

I just installed drupal 7 and then civiCRM on Linux Mint 17.1 in a VirtualBox Install went smoothly. I am only using CiviCASE and CiviReports moduals. Unfortunately, there are still menu items for ...
2
votes
1answer
36 views

Can I have more than 4 Vacancies appear on the Dashboard in CiviHR?

Using CiviHR, can I set the Vacancy Dashboard to show more than 4 Open Vacancies?
4
votes
3answers
58 views

How can I track donor movement on CiviCRM?

Our organization is using CiviCRM on Drupal and I'm looking for a way to create, track, and report on solicitation plans -- essentially, having a report that forecasts income from a variety of ...
4
votes
2answers
276 views

How do I create a Webform that will open a case and assign case role

I'm trying to set up a webform to open a case and assign a case role. 3 contacts: Source, Client, Case Coordinator The open case part works great, but if I add the Case Coordinator relationship, ...
3
votes
2answers
106 views

Limit the list of contacts to search when assigning a case role

When I assign a case role to someone it seems like CiviCRM allows/requires me to search through the whole contact database. As there might be many matches for a search string it takes extra time to ...
1
vote
1answer
40 views

Is it possible to prevent a certain role from changing the activity status in a case activity?

The use case is that every user should see their cases and their activities, but only certain users (based on their Drupal roles and permissions) should be able to change the status of some activities....
1
vote
1answer
51 views

How do I automatically make roles inactive when case is resolved

CiviCRM Version 4.5.6 Looking at some case types (it seems to work for other case types) where after case status has been changed to "resolved," case roles remain active. Is there a way to ...