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Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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4
votes
2answers
60 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 ...
1
vote
1answer
41 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 ...
1
vote
0answers
48 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 ...
1
vote
1answer
36 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 ...
4
votes
2answers
73 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 ...
4
votes
3answers
78 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 ...
1
vote
1answer
142 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
vote
0answers
49 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::...
3
votes
3answers
105 views

Best Way to Print Case Activities

I've been thinking about different ways to create a report that displays case notes (in other words, case activities). These are the two options I've considered, but with some limitations. How do you, ...
3
votes
1answer
30 views

How can my case activities show up on an organisations profile?

When I log case activities I often tag in an organisation or individuals name but when I return to the home screen, search for the organisation and check if there are any new activities or ...
0
votes
1answer
45 views

How to add a custom field in Civicase that can be retrieved later?

My question sounds simple, but... to explain. We are using Civicase to manage mentoring. I want to add from 1 to 6 mentoring goals for each case - these would be text fields individual to each case. ...
1
vote
1answer
29 views

Restrict case clients to organizations?

Is there a way i could restrict case clients to organizations only when creating a new case? Wouldn't necessarily need to only show orgs in the autocomplete search, as long as submitting was ...
3
votes
2answers
62 views

Different Result in Code Than API Explorer

I am trying to get data out of the API and when I look at it in API explorer I find what I am looking for but the data is incomplete in my module. For example, I am using civicrm_post($op, $...
1
vote
1answer
76 views

Debug PseudoConstant

I noticed recently under my Drupal "recent logged messages", I've been getting errors logged with the message: "Deprecated function, use CRM_Core_PseudoConstant::getKey Array ( [civi.tag] => ...
1
vote
0answers
73 views

add new conditions in postProcess hook - Civicrm

I am writing an extension to enhance search builder. I am using myext_civicrm_postProcess hook and I've my 2 extra fields in builder form. I wanted to add only 2 more fields into existing search ...
1
vote
1answer
46 views

Reassign Case Role Not Working in 4.7

I'm on Drupal with CiviCRM 4.7.21. I have a case with John Doe as the "Manager." When I try to reassign the individual, I can select a new individual and the form will submit. However, nothing changes ...
2
votes
3answers
105 views

Updating a custom field set for case entity Civi API

I have defined a custom field for a particular case type ("adhesion") it's a yes or no field that I need to update when I finish the processing. So I use the Case API to update it passing the id and ...
1
vote
1answer
33 views

Confused About API Results

Right now I am using the API Explorer (in 4.7.21) just to get the pieces I need for some custom code in Drupal. I am just very confused about what the API Explorer is returning. I am guessing this ...
1
vote
2answers
61 views

How to build reports or Views based on who the Manager is

We need some summary reports of Count of open Cases by Case Manager. Maybe overlooking something but not spotting these. Just getting to grips with how Case Manager is identified. Seems to initially ...
1
vote
2answers
49 views

Automatically setting a date for an activity being added by a sequence

I am attempting to set up a timeline for a set of case types. I made a sequence for a few activities. However, the scheduled date automatically sets to the current day. How do I get it so that when an ...
5
votes
1answer
105 views

Case Manager not updating correctly (CiviCRM 4.7.21)

When I added some case roles and set the case manager to one of these roles it doesn't appear to update on the case summary screen. Set up case http://dmaster.demo.civicrm.org/civicrm/a/#/caseType ...
0
votes
2answers
32 views

Normal to have API error while saving a Case Type?

I'm on CiviCRM 4.6.18 and Drupal. When I save a case type, I keep getting an error on the top right that says "API error: DB Error: already exists." I'm not sure if this is causing another issue I'm ...
0
votes
2answers
29 views

Workaround Duplicate Label

I noticed that all labels in the "Activity Type Options" and "Custom Fields" cannot be the same. For example, if I wanted to add a "Medical Assessment" activity type, I cannot use the same label again....
1
vote
0answers
57 views

Make Default Activity Status Blank

When creating a new activity, is there a way to have the default activity status as blank/empty? Currently, when creating a new activity, the status is scheduled. I noticed that sometimes, users ...
1
vote
1answer
57 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 ...
0
votes
2answers
53 views

How can I have a repeating activity in a case standard timeline?

I am currently exploring CiviCase. I like to setup an activity that tracks the progress of the client every 6 months. Is this possible with a case standard timeline? I can't predict how many times ...
2
votes
1answer
52 views

What is the best way to create a conditional question in case activities?

I currently have cases with different activities in CiviCRM for different programs. I then used custom fields to add additional questions to appear in each activity in the forms. Is it possible to set ...
2
votes
1answer
52 views

Error when creating new Case: One of parameters (value: ) is not of the type Integer

I have set up some new Case types and it was all working fine until a user tried to create a case and got the above error, this is happening for all case types now and seems to be being generated by ...
2
votes
1answer
27 views

Automatically transferring info from Casenote to indivudial client form

How do I automatically populate the individual contact form with information from the case note (civicase)? I'm using Wordpress. I'm using civicases for our intake sheets and I've chosen that because ...
1
vote
1answer
50 views

How to change the Email that get notified when a new case is opened

I am new to Civi CRM, been reading the docs and can't for the life of me find where to set what email gets notified when we open up a new case.
1
vote
1answer
55 views

Case status change to a closed status does not update the end date and relationships of the case

When I change the case status with the API to a case stated which is Closed. Then the end date of the case and the end date of the case roles is not set. When I change the case status from the user ...
1
vote
4answers
85 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 ...
1
vote
1answer
62 views

Custom Case Fields do not work in Drupal Views

I have correctly setup views to work for civicrm fields and am also using the civicrm entity module for Drupal to expose fields. In my testing it seems like the custom fields work for certain types of ...
0
votes
1answer
23 views

How to alter the 'Manage Case' display so that it doesn't break with longer activity subjects

When working with cases, the subject field of the activities in the case is commonly set by users. When they enter a subject that is longer than about 30 characters, the display of the entire case, ...
0
votes
1answer
24 views

Can not add both Individual and Organisation to case

When a case is created one contact is added. But later, when I want to add another contact, sometimes that is not possible. I've figured out, I think, that if the first contact is of one type, ...
3
votes
1answer
53 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.
3
votes
1answer
30 views

How do I prevent the cursor going up instead of down when I press enter in an e-mail while using an iMac

Our organisation is using CiviCrm 4.4.8. And we use Civicases a lot. Our users that login to our CiviCrm system using an iMac have trouble typing their e-mail (on a case) as each time when they press ...
4
votes
1answer
93 views

How can arrange custom fields so they are side by side?

I have a high number of 'outcomes' for a client in the format of 3 fields for each outcome as below: 'outcome words', date identified, date met Problem is that custom fields are formatted as one ...
2
votes
0answers
62 views

Case activities are not shown in activity tab but appear in the filter

In the Activity tab for a contact, case activities are not shown. I would rather they were, but I can live without that. But in the filter for including and excluding activity types from the view, ...
5
votes
1answer
123 views

Different default status for different activity types?

Wondering how to do this, it clearly would need an extension (or, as I have done for other things, a Drupal module) but just looking for any tips really. I would like to be able to specify a default ...
3
votes
1answer
78 views

Update custom field in CiviCase using batch profile?

I made a custom field in CiviCase and since I have hundreds of records where this field needs updating, I'd prefer to do it using batch update with profile. I made a profile containing the custom ...
3
votes
0answers
70 views

Merging contacts and cases

I think I have found an issue with merging contacts (and it also seems to manifest when assigning a different client to a case - which apparently performs a similar merging function). On the demo ...
1
vote
1answer
30 views

Why, in Civicase, is 'other relationships' purely additive & why do they show up on every subsequent case?

If I manually add someone to 'Other Relationships' in Civicase by using 'Add members to Case Resources', then that someone then shows up in ALL cases under 'other relationships' - not just for the ...
2
votes
3answers
74 views

Can webform be used to terminate one Case Role and create a replacement?

Scenario: A case has a Purchasing Partner role. Sometimes that needs to be changed and we want to do so via a webform (from a View with links containing whatever cid1 etc it needs). My testing shows ...
6
votes
3answers
141 views

How to make status always 'Completed' for activities added to a case?

A couple of clients would like to use CiviCase and both of them have very unstructured cases, so a timeline or a sequence is not appropriate. So I have created a case without a timeline or sequence ...
1
vote
1answer
55 views

Cannot determine default context. CRM_Contact_Form_RelatedContact should implement getDefaultContext

When clicking Manage Case # on my contact dashboard, I am met with an error Cannot determine default context. CRM_Contact_Form_RelatedContact should implement getDefaultContext Is there a ...
1
vote
0answers
21 views

How can I use webform to “assign to another client” for civicase

I am trying to provide a webform that can be used to assign a case (and lots of relationships) to another client. I don't seem to be able to get this to replicate the outcome of doing this via the ...
2
votes
1answer
59 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 ...
1
vote
1answer
79 views

Case Type page blank

This is super strange. We've tried the latest CiviCRM 4.7.10 clean installed on BOTH the latest Wordpress AND Drupal 7.50 and in both installations, going to Administer > CiviCase > Case Types results ...
3
votes
0answers
53 views

How would I create a drupal view that pulls information from 3 different activities that are all stored on a single case?

I want to create a drupal view that pulls in information from different activities stored on a CiviCase and information about the case and case client. List of fields to include would be something ...