Questions tagged [civicase]
civicase identifies issues related to the CiviCase CiviComponent.
411
questions
2
votes
1
answer
58
views
email activity - any solution to being able to preview like print/merge document?
When using the single email activity (not civimail) is there a way of previewing the email - with the tokens replaced - like in print/merge document?
I had a quick fiddle with coding a button for it, ...
- 201
1
vote
3
answers
91
views
civiCase emails don't use case tokens?? Print/merge does? What am I doing wrong?
I have templates that use a range of tokens from the contact and the case, including standard case tokens and custom fields. i.e.
{contact.display_name} {case.id} {case.subject} {case....
- 201
1
vote
0
answers
29
views
Has anyone figured out how to use activity end time on a webform instead of duration?
I've installed civi for many organizations and every single one of the groups would prefer to select an end time for activities instead of duration.
Ideally I'd like for them to enter the activity's ...
- 1,821
2
votes
1
answer
68
views
'DB Error - No Such Table' -- CiviCase in Drupal 7
I have a Drupal 7 + CiviCRM database with CiviCase.
This is a fairly new install. I would say CiviCRM was installed fresh about 3-4 months ago. As of now, CiviCRM has been upgraded to the latest ...
- 157
3
votes
3
answers
145
views
CiviCase: How to handle confidential cases
I have the following use-case: employees usually have access to all cases in CiviCRM, but occasionally there can be a sensitive case that must only be visible to users with a higher permission level.
...
- 3,356
2
votes
1
answer
14
views
Finding another case manager's cases
Is there a way of using advanced search to find another case manager's cases? I find the reports really complicated but would like to find another person's cases so I can update the notes. It's really ...
4
votes
2
answers
75
views
Editing a submission on Drupal Webform - not updating CiviCRM
I've got a webform that creates a Case and two Contact Records (one of whom is logged in as authenticated user). I want to allow the user the ability to edit the webform.
I've tried two options:
...
- 1,000
3
votes
1
answer
95
views
What's the best way to update ambiguous relationship types?
On some older sites we are now getting warnings relating to ambiguities in relationship set ups.
What is the best way to change the relationship settings without affecting existing relationships?
...
- 2,037
0
votes
1
answer
19
views
'Cases' option missing in Advanced Search - how to correct?
'Cases' are missing in Advanced Search (usually the last search item). The last 2 items I have are 'Mailings' then lastly 'Events'. I can't see any configuration option that sets this, so am puzzled ...
- 4,720
2
votes
3
answers
85
views
Is there a way to separate audit activities from "real" actvitites in a case?
In the "Activities" section of case management, real to-do items are mixed with the audit activities that are recorded for documentation purposes. This is irritating to some users.
Has anybody found ...
user7094
3
votes
1
answer
54
views
Case Activity does't respect 'Do not notify assignees for'?
When submitting activity from case, assignee contact still gets email even though the activity type is included in 'Do not notify assignees for' setting under Display Preference. However it obeys the ...
- 30.6k
1
vote
0
answers
29
views
Civicase not appearing in Spark despite being enabled
I have purchased CiviCRM Spark and have walked through the set up list. I have activated civicase and it isn't appearing on the menu at all. I've logged in and out three times and waited at least two ...
- 11
1
vote
0
answers
30
views
CiviCase and Drupal Webforms
Kind of related to my last question earlier today, I'd like to send a link to someone who has completed a webform but does not have a user account, and ask them to make changes/improve their responses ...
- 1,000
2
votes
2
answers
200
views
CiviCase + CiviRules + Tokens
I would like to trigger an email to a particular Role on a Case (not the Client) when a Case Status is changed. Is this possible? I've added the CiviCase Tokens Extension, and I can create a message ...
- 1,000
1
vote
1
answer
50
views
How to assign Drupal's system roles to Case Role in CiviCase
I would like to Use CiviCase to manage my cases.
I find that the Case Roles can be assigned to update the case. However, the Case Roles are not the Drupal's system user roles. (e.g. Administrator)
...
- 11
3
votes
1
answer
118
views
Incoming Grants: CiviGrant or CiviCase?
A new non-profit is asking which component is best for tracking incoming grants, and tracking them at a more detailed level (with activities, maybe even tying the final incoming contribution to the ...
- 765
1
vote
2
answers
46
views
Unable to manage case tags
Im getting this error when attempting to add tags to a case.
If I create a case and add tags at the same time, they get added.
If I subsequestly try to remove a tag, no problem.
If I subsequently ...
- 1,302
0
votes
3
answers
61
views
Activity get API3 does not return case activity
Im using API3 to get activities
My code is
function hook_any_activity_get($cid,$type) {
$params = [
'contact_id' => $cid,
'activity_type_id' => $type,
'sequential' => 1,
'...
- 1,302
0
votes
2
answers
51
views
Why are activities to do with a case hidden from contact records?
I have a case and it has some activities which are assigned to Betty. But when I visit Betty's contact record the activities are not listed there, neither is the case, in fact there seems to be ...
- 3,910
1
vote
1
answer
71
views
What are the pros and cons of using external xml files for CiviCase configuration?
In CiviCase since 4.5-ish there's been an admin screen for configuring case types. Before that it was done using external xml files, and they will still work. What are the pros and cons of each method?...
- 21.7k
2
votes
2
answers
38
views
Get a view of upcoming activites for cases
I am using the lastest version of CiviCRM in the latest version of Joomla
I am trying to use CiviCase to manage workflows but I find the interface counter intuitive
I want to see a list of my ...
2
votes
1
answer
44
views
Why no record locking in civicase?
I haven't tested all the parts of civicase, but so far I have found that updates to activities, the main case record and custom fields are not locked.
Two users can update the same information with ...
- 201
2
votes
1
answer
37
views
Reassigning Case Role Gives DB Constraint on Membership
I recently moved to a new webhost with Drupal 7 and upgraded to CiviCRM 5.21.0. Everything seems to be working fine, I have no errors in the Administration Console. However, when I go to cases, and I ...
- 1,173
1
vote
1
answer
62
views
How do I set a "Case Type Category" in the Compucorp CiviCase extension
I see that the Compucorp CiviCase module adds a new "Case Type Category" field to the database. However, I can see no way through the user interface to change it. This means, e.g, that I can't add ...
- 38.5k
2
votes
1
answer
58
views
Users with 'view own cases' permission can't access resolved cases
I have noticed that users with the 'view own cases' Drupal permission are getting an access denied error when they try to access their own resolved cases. They can access open cases no problem.
Users ...
- 609
1
vote
1
answer
23
views
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. ...
- 51
2
votes
0
answers
62
views
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 ...
1
vote
1
answer
59
views
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 ...
- 11
2
votes
1
answer
46
views
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 ...
- 1,000
2
votes
1
answer
76
views
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 ...
user7094
2
votes
1
answer
31
views
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.
...
- 609
2
votes
1
answer
46
views
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 ...
- 155
2
votes
2
answers
54
views
Search within a case type
I would like to be able to search for a specific Case Type as well as a Case End Date within this case type. To give an example, say I have a record that contains both Case A (which ended January ...
- 21
1
vote
2
answers
55
views
How to remove an activity from a case or file an activity on several cases
I have an Email activity that I sent to several contacts. Each of those contacts has an active case open. My intention was to file that email on each contact's case so that I see it when I review ...
2
votes
1
answer
88
views
CiviCase permissions break My Cases dashlet
CiviCRM 5.14.0 Drupal 7.67
Users with CiviCase permission "access all cases and activities" have no issues, but users with "access my cases and activities" get an error ("DataTables warning: table ...
1
vote
2
answers
37
views
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
1
vote
1
answer
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 ...
- 1,880
2
votes
1
answer
139
views
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 ...
- 803
3
votes
1
answer
158
views
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 ...
- 30.6k
2
votes
1
answer
83
views
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.
- 69
1
vote
2
answers
77
views
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 ...
user7094
1
vote
1
answer
21
views
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 ...
- 73
1
vote
1
answer
31
views
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.
2
votes
3
answers
94
views
How is case end date set?
I've just found this on one site. I have some (not all) cases of a given case type. There case status is set to a "closed" status. But the case does not have an end date.
I cannot find a way to ...
- 2,037
3
votes
2
answers
130
views
Civi Case DB Error: no such table
Any help please?
Issue with Case dashboard and case tab on contact summary. No of this makes any sense to me???? civi 5.13.4
I have deleted all files and SQL database and restored from previous ...
- 31
1
vote
2
answers
70
views
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
vote
1
answer
66
views
Case Type Filter bug in Case Summary Report? Multiple case types reported
Applying the case type filter in the case summary report CRM_Report_Form_Case_Summary is resulting in two case types being reported where only one is selected in the case type filter.
Looking at the ...
- 43
1
vote
1
answer
19
views
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) ...
- 464
1
vote
1
answer
53
views
Can nomination be part of the workflow for CiviCase?
Historically, I've used CiviCRM for events and member management. I've never used CiviCase, but I think this situation probably calls for CiviCase. Any insight will be helpful.
In short, the client ...
- 633
1
vote
1
answer
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