Questions tagged [civicase]
civicase identifies issues related to the CiviCase CiviComponent.
411
questions
1
vote
1
answer
28
views
Sending CiviCRM outgoing SMS on a case
It doesn't appear that CiviCRM can send an outbound SMS via an activity on a case. The outbound SMS activity shows as a normal activity, rather than the send SMS screen. Is this normal / expected ...
- 479
1
vote
2
answers
86
views
How to split CiviCRM multiple database values with SQL?
The CiviCRM database stores multiple values as a varchar field (a string with separator characters). For example, the IDs 3, 9 and 15 are internally saved as #3#9#15# (where # is in fact the character ...
- 463
1
vote
1
answer
32
views
CiviCase: Don't Change Status to Resolved on Final Activity of a Sequence?
We have Case Types that only use sequences. For these cases, once we mark the last activity in the sequence to Completed, the Case automatically gets set to Resolved (even if Resolved is not an ...
- 765
1
vote
1
answer
46
views
How to get $activity_id or $case_id variables in HOOKs when cron job execute in Joomla?
How to get $activity_id or $case_id variables in HOOKs when cron job execute in Joomla?
I have 2 functions in HOOK for CiviCase
function joomla_civicrm_tokens(&$tokens)
function ...
2
votes
2
answers
32
views
Case Activity Reporter vs Creator
We have a backlog of activities that we hope to enter into our CiviCRM cases. We hired an individual to do data entry, but we want to distinguish between the "case reporter" (person who ...
- 1,173
1
vote
1
answer
35
views
Assigning existing activity to case via api fails silently - is deprecated activity revisions necessary?
Gurus,
it seems that api3
civicrm_api3('Activity', 'create', [
'id' => 1234,
'case_id' => 12,
]);
does not assign the activity to the case. From my reading of funtion ...
- 1,294
1
vote
2
answers
122
views
Which CiviCase? Compucore or V5?
I am trying to understand which is the 'latest' version of CiviCase to upgrade to, is it:
https://github.com/compucorp/uk.co.compucorp.civicase
or
https://github.com/civicrm/org.civicrm.civicase
Can ...
- 621
1
vote
1
answer
24
views
Public case overview via checksum
Does anybody have a clue how to provide a personalized (id & checksum) case overview for clients in civicrm and drupal. I'm stuck with webforms, formprocessor, contact overview and profiles (all ...
- 1,294
3
votes
1
answer
47
views
Is there a way to insert Case Type definitions?
I have a Drupal/CiviCRM instance (v 5.19.3) that I have inherited. It seems much of the custom work was done prior to version 4.6. And then it was upgraded to 5.19.3 without updating the ...
2
votes
1
answer
59
views
Activity - custom date format display incorrect
I've added a date and time field to an activity ('departure date'). The problem is that it steadfastly refuses to display as anything other than YYYY-MM-DD HH-MM-SS even though the custom field is ...
- 4,720
2
votes
1
answer
36
views
Civirules send email action creates activity in UTC time
I have a rule with the trigger "Case activity is added". This activity is an "Alert" activity, and when is created, the action "Send E-mail to contacts on a case", sends ...
- 53
2
votes
1
answer
29
views
User cannot sort the cases using 'most recent'
On Find case result screen, when sorted using 'Most recent' column get DB error. Is this know error?
Type DB_Error
Code -19
Message DB Error: no such field
Mode 16
UserInfo SELECT ...
- 498
2
votes
0
answers
38
views
No instantiation of Case tokens in mails sent by CiviRules
I am trying to send emails (with case tokens) with CiviRules but I do not get the tokens instantiations.
The environment: I use CiviRules, Compucorp CiviCase. I have activated email Api extension, ...
- 21
0
votes
1
answer
41
views
Workflow for managing duplicate cases
We've found an issue where a member of staff has created a new case for an existing contact instead of adding an activity to an existing case (Training and documentation is being addressed)
But it ...
- 2,037
0
votes
1
answer
60
views
Drupal Views and Case Relationships
I'm setting up a vew of cases of type "x" and using views relationships to pull in cases relationships such as "Case Worker for" Client- as well as client details.
If, I have a ...
- 2,037
1
vote
1
answer
142
views
Civicrm - Expense extension [unable to edit expenses]
Having trouble to figure out whats wrong with the edit expense function as it always return a blank page. What could be the issue?
I extracted the error code from the error log.
My setup environment:
...
- 43
0
votes
0
answers
49
views
Documenten document extension - backfilling documents
I was testing out the functionality of the Documenten extension as it looks promising. (We use CiviCase heavily and are starting to scan some paper files and add them to cases.)
The blog post here: ...
- 2,488
1
vote
1
answer
34
views
Case reports only work properly for originating user - bug or as designed (or both)?
A user has reported that doing an 'Export to CSV' from a case report works OK when she does it, but doesn't work for a user 'B' - even though user 'B' has the correct access (we're using ACLs). ...
- 4,720
1
vote
1
answer
35
views
Document merge in CiviCase from scheduled activity in timeline
I've created a case type with a timeline that includes document print/merge activity. Where I am running into issues is with doing the document creation from that timeline generated activity.
When I ...
0
votes
1
answer
22
views
All CiviCase Functionality Gone Despite Component Being Enabled
All the CiviCase functionality has gone in our CiviCRM D7 (version 5.34.0) website even though the component is enabled. All the menu items for CiviCase are not there. I have flushed all caches, reset ...
- 934
1
vote
1
answer
61
views
Any recommended alumni tracking system that integrates with Civi?
We are a small non-profit school (around 70 students) and we would like to keep some stats on our alumni so we can measure how well are doing at training.
Is this something you would use CiviCase for?...
- 2,388
1
vote
1
answer
96
views
Activity Duration in Hours extension NOT working for CiviCase
Currently using CiviCRM Version 5.31 (Wordpress Version 5.5.3)
Installed the extension to change Activities Duration from Minutes to Hours
https://lab.civicrm.org/extensions/activityhours
The ...
- 11
3
votes
2
answers
84
views
Open CiviCase via Webform with manager role assigned
We are trying to set up a webform to open a case and assign a case role (manager).
I configured two contacts - coordinator and client - and assigned them to the case in the webform. The client as ...
- 51
1
vote
1
answer
28
views
Changing display on CiviCase search results
Currently, when I search using Find Cases on CiviCase, the results are displayed in 9 columns: Client, Subject, Status, Case Type, My Role, Case Manager, Most Recent, Next Sched., Actions.
We don't ...
2
votes
1
answer
23
views
case details field not available through UI
Is it true that the Case Details field can be populated, but cannot be seen through the UI in CiviCRM?
This seems odd - if it's true I'll open an issue in gitlab, but wanted to check in with the ...
- 650
2
votes
1
answer
50
views
Civicase add timeline but activities not shown
Version:civicrm-5.33.1-wordpress
I tried to create a timeline hoping then when i add it, it will be shown in the activities tab. But apparently this is not working. Is there any setting i missed out?
- 43
0
votes
1
answer
28
views
Why does my 'Delete Case' action in the case search report not work?
When I use the 'Find Cases' report (from the Case menu), and I select [Delete Cases] it does nothing. And it looks de different. Like this:
CiviCRM version 5.34.alpha1 on Drupal:
And besides that, ...
- 3,183
2
votes
1
answer
74
views
Version 5.31.0 seems to break the CiviCase Extension
We have the CiviCase (uk.co.compucorp.civicase) extension on our site. It's updated to the latest commit (52d0fbf31c5f4b4fe2a2523c9cec42bfbbec1e58). It was working fine in 5.30.
However, when I ...
- 765
0
votes
1
answer
27
views
Sort function for Activities in CaseView
I want to sort the Activity Types that appear in the dropdown menue in CaseView, when clicking "Add Activity". It should be sorted according to a determined order (based on frequency of use)....
- 463
0
votes
2
answers
45
views
Adding a column for Document Links to the Activity table in CaseView
In the CiviCRM Case View, I want to add another column to the Activities table. Right now, the last column contains some links ("View", "Edit", "Delete") and one link to ...
- 463
0
votes
1
answer
67
views
Adding a field to the Create Activity Form
I'd like to change the form that opens when adding an Activity to a Case (depending on activity type). Specifically, I'd like to add a field.
I tried finding the fields I want to change in sites/all/...
- 463
1
vote
1
answer
31
views
Marking Activities with Priority "urgent" in another color
In the CiviCRM system I work on, activities created for a specific case can have the priority "normal" or "urgent". This attribute is set by the user when creating the activity ...
- 463
1
vote
1
answer
3k
views
Create array in Smarty template
I want to modify the Smarty template sites/all/modules/civicrm/templates/CRM/Case/Audit/Report.tpl. I want to complement an existing foreach expression with comparing the incoming variable $group....
- 463
1
vote
2
answers
71
views
Change permission to "Print Report" in CiviCase
I want to modify CiviCase so that every user with the right "view my cases and activities" can see and use the "Print a Report" button in the Case View.
Right now, this is only ...
- 463
0
votes
1
answer
42
views
Unable to manage CiviCase cases
I've installed CiviCRM, and made sure my Drupal 8 role settings give Admins full permissions for CiviCRM.
I am able to create cases for constituents, but cannot do anything else such as add Activities,...
- 95
2
votes
2
answers
38
views
Icons are not populating to be selected for Activity Type Options
Until today I have been able to change or add an icon to an Activity Type. Now when I click on the icon, the Choose Icon box pops up with a search dialog and the option for no icon but I'm not seeing ...
- 163
2
votes
1
answer
19
views
CiviCase activities: cursor jumps in wrong order
Iam adding a new activity within a case, filling out only the fields
A) subject
B) details.
Then going to change the status and clicking in, the cursor jumps back to subject.
If i change the flow, ...
- 68
2
votes
2
answers
70
views
Change the layout of CiviCRM > CiviCase Dashboard > Find Cases
I've only started trying to change some features of an existing CiviCRM database in a testsystem (using CiviCases). So I am still a beginner, I excuse myself if this is a silly question, and any hint ...
- 463
4
votes
3
answers
72
views
How can I access an activity's grouping value in CiviCases?
I've only started trying to change some features of an existing CiviCRM database in a testsystem (using CiviCases). So I am still a beginner, I excuse myself if this is a silly question, and any hint ...
- 463
2
votes
1
answer
34
views
CiviCase Issue when viewing case file
I'm having a major issue with Civicase,
Anytime I try to view or search for a case file, I'm getting an error. I have no problem creating new case files, I have no problem creating new case types, ...
- 65
0
votes
1
answer
49
views
civiCase missing relationships to reports and new system category
I am getting errors about a missing case relationship to reports:
[error] $Fatal Error Details = Array
(
[callback] => Array
(
[0] => CRM_Core_Error
[1] => exceptionHandler
)
[code] => -19
...
- 31
1
vote
1
answer
29
views
How to set a Task or Communication in Compucorp new CiviCase
After creating new Activity Type either Task or Communication, I cannot see them in the Option for new Task or Communication. Even after the Caches cleared, the Task remains empty and Communication ...
- 553
0
votes
1
answer
62
views
How do I request an issue to be moved to the paid issue queue when I did not create the issue?
I'm wanting to move this issue to the paid issue queue from gitlab.
I'm not exactly sure what the steps are since I have not started the issue.
https://lab.civicrm.org/dev/core/-/issues/1400
Are only ...
- 339
2
votes
2
answers
340
views
getFieldValue failed upon organizing a case
When clicking on "manage case" in the case tab of any contact, I get the error message "getFieldValue failed". I can use all other parts of CiviCase, but don't see a possibility to ...
- 84
1
vote
2
answers
89
views
CiviCase: Migrate historical logs
Since installing the new CiviCase extension (very nicely done, btw!), we see the following warning in our System Status:
This database includes ~10 historical activity revisions based on the
legacy ...
- 765
2
votes
2
answers
112
views
Can I get a list of contacts without created case?
I'm wondering if it's possible to get a list of contacts without a created case (even if the case is closed).
We have a workflow when some beneficiaries "apply" to be "active ...
- 53
1
vote
1
answer
26
views
Word limit on Case Details
After updating to CiviCRM 5.27.0 on Drupal, a user reports that pasting large text content in the "Details" box in CiviCase activities cutoff the text. Is anyone else seeing this issue?
- 1,173
1
vote
0
answers
46
views
Wordpress role permissions to access (administer) their cases?
I have a "volunteer" role that could be assigned as a case role. At the same time I've configured that role with: access_my_cases_and_activities, basic_case_information and other general ...
- 53
3
votes
1
answer
14
views
Any way to catch the user hitting "cancel" or close on Print/Merge form - as activity list does not refresh?
The particular issue I am trying to deal with is that the print/merge form (Export Document on Manage Case) does not refresh the civiCase activities list.
This is because the user never "saves&...
- 201
1
vote
1
answer
109
views
CiviCase dashboard shows cases for invisible contacts
iam using CiviCRM 5.25 and Drupal 7.71. I have a bunch of acls running to limit the access to contacts, so with using CiviCase it controls the limited access for case managers to contacts, or more ...
- 68