Questions tagged [civicase]
civicase identifies issues related to the CiviCase CiviComponent.
411
questions
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views
Auto-filing e-mails on Cases: Mail content not shown under details and attachment with extension .unknown created
I am trying to set up a workflow with CiviCase to automatically file clients' responses on their respective cases.
According to the documentation, mails arriving in the e-mail-to-activity-Mailbox, ...
- 509
2
votes
2
answers
70
views
Print merge document from case search files on wrong contact
I've already reported this as a bug but would love to help solve this - am hoping you guys can help point me in the right direction. (https://lab.civicrm.org/dev/core/issues/893)
When 'Record ...
- 2,488
2
votes
1
answer
28
views
Case Status at a Specific Time
I'm on Drupal 7 and CiviCRM 5.10 (yes, I'll update to 5.12 this weekend). I have a case with multiple case status: Active, Maintenance, Closed. When case activities are entered in the system, it doesn'...
- 1,173
2
votes
1
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39
views
Are case activity revisions no longer working?
Not sure when this changed. I'm using the master branch. There's a couple related things:
The default for "logging" on the Misc admin screen is off, but so is the default for "Enable Embedded ...
- 21.7k
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CiviCRM 5.12.0 - Case API returning an Analyzer object containing XML and JSON. Only want JSON
I had a working script set up to create cases in CiviCRM using REST.https://domain.com/administrator/components/com_civicrm/civicrm/extern/rest.php?entity=Case&action=create&json=1&version=...
- 1,278
4
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54
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When a Case is set to Closed we would like all un-Completed Activities on the Case to have their Status changed (eg to Cancelled
anyone have a working model of this. we thought about drupal/civi rules but may just add in an extension.
seems to us that it could be quite a generic solution, after all, when a Case is Closed you ...
- 28.1k
2
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44
views
Manage Case ─ display activities in chronological order
Joomla 3.9.2
CiviCRM 5.12.0
On the Manage Case page, the activities are now displayed in a clever order (overdue first, then the rest in newest-to-oldest order). I can imagine that this makes sense ...
- 1,278
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43
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CiviCase Attachment
1) I would like to know where the attachments for CiviCase are kept ? Can we configure it to use an external storage like Firebase storage.
2) How do you use the APIs to put the attachment as well ?
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50
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create civi case using standalone script
creating using standalone php script,
http://prntscr.com/n281zd
get bellow error
http://prntscr.com/n28279
Using cv cli, have same error too
cv api Case.create case_type_id="housing_support" ...
1
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1
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162
views
civi case API unable to create case
Using CiviCRM API v3 Explorer, i can create case without any problem. I can see the new case on case dash board, but using the php script, there are an error exception happen
Fatal error: Uncaught ...
1
vote
2
answers
64
views
Case Details Report- Active Case Role filter
Trying to run a case details report for all cases of type "x" opened between a given date range.
Noticed that not as many cases as expected show.
On further investigation found that there is a ...
- 2,037
2
votes
2
answers
69
views
Updating a Case Activity using API
With case activities, the Activity Create API seems to create a new revision of the activity. Is there a way of using the API to update a case activity without adding a new revision?
My code ...
- 1,278
1
vote
2
answers
32
views
How to obtain user input from an API call
This may be a stupid question - sorry if so. I am writing an API function to create a new case, and I want it to pre-fill the New Case form with field contents based the case source contact and two or ...
- 1,278
3
votes
2
answers
67
views
Create Case using API via REST - no "Open Case" activity created
I'm using the REST interface and the create case API to create a new case. The case is created, but no activities. In particular, no "Open Case" activity is created as I would have expected. No entry ...
- 1,278
0
votes
1
answer
78
views
Webform CiviCRM Case Tokens
Has anybody had success in using the CiviCRM Webform Case autocomplete tokens? We are using the cases for case management and would like to give users an option to update an existing case via a custom ...
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65
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How to identify case activities in find activities or advanced search
In Activity Detail Reports I can set a filter to include or exclude case activities.
Is there a way of filtering activity searches in a similar fashion?
- 2,037
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1
answer
38
views
In Civicase - reports ignore 'Order' on 'Status' and use status id instead?
When I run a Civicase report and request it to be sorted by 'Status' the sort order comes out according to the id of the status record (ORDER BY case_civireport.status_id). Whereas I have updated the '...
- 43
2
votes
1
answer
46
views
Assigning case role to contact in webform- not updating as expected
I've been trying to update a case webform so that form contacts are assigned to a given role.
I had expected that by creating roles under relationship types and then including the role in the case ...
- 2,037
2
votes
1
answer
111
views
CiviCRM report for Case activities listing Case data
I would like to generate an Activities report (eg upcoming scheduled activities) which includes case data (eg case ID, case Subject, case Role contacts, case custom fields) of the case to which each ...
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2
votes
1
answer
104
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Case Dashboard- Cases with upcoming activities and Cases with recently performed activities lists show empty
In the case dashboard (D7, Civi 5.8.2)
The lists of cases with recently performed or upcoming activities are showing no results
Even though I know there are cases that meet the criteria.
...
- 2,037
1
vote
1
answer
33
views
After Upgrade to 5.10 unable to close Case
I get yellow screen with message as One of parameters (value: 2019-02-13 00:25:00) is not of the type Timestamp when i close the ongoing case. This use to work on 5.9.0 but recent upgrade to 5.10 ...
- 498
2
votes
2
answers
77
views
Is it possible to install CiviCase without all the sample data?
When I enable CiviCase I get a whole load of sample configuration added in that I didn't want. Is there a way to (a) get rid of it easily and (b) install CiviCase without that happening in the first ...
- 3,910
2
votes
2
answers
345
views
Is there a problem with the REST interface on CiviCRM API?
I have the CiviCRM API REST interface working fine for retrieving Case information for individual cases. But I'd like to use the options features options.limit and options.offset so I can retrieve ...
- 1,278
2
votes
0
answers
58
views
Network Error Related to CiviCase After Recent Upgrade to 5.8.2
I am new here and not an IT person so hopefully I ask this question correctly and with enough detail.
We upgraded over the weekend from CiviCRM 4.7 to 5.8.2 (drupal) and each time I login to the ...
- 21
2
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answers
29
views
Search primary details only, turned off - duplicate/additional case export lines
The additional feature to choose whether or not to search primary details only (introduced somewhere in Civi 4.7) has an undesirable effect on case exports - with the preference set to 'no'.
As an ...
- 2,488
3
votes
1
answer
46
views
CiviCRM Views Showing Wrong Custom Data
I have a strange Views problem. I'm on Drupal 7 and CiviCRM 5.4.0. I produced a View of case activities by showing several custom fields, one custom field called "placement". The placement field has ...
- 1,173
1
vote
1
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83
views
Items not showing up on activity log
It appears that, following the last upgrade, items which previously showed on an individuals activity log now don't show up. A colleague sent out an email which was assigned to a case. The email ...
2
votes
2
answers
158
views
Email from case - subject line change to Case ID
I'm looking to swap out the hashed ID for the case ID in Case emails (now that email processing works for this and you can search by case id.)
I've looked through the two related posts here on stack ...
- 2,488
3
votes
1
answer
90
views
Filing activities on closed cases
In Civi 4.6, when you filed/moved and activity to a case, you could choose a closed case from the list. In fact, there was a conditional to show closed cases with a strikethrough. In 4.7, when ...
- 2,488
3
votes
1
answer
81
views
Activity - Send a Copy Email
When filing an activity in CiviCase, there's the option "Send a Copy" to people listed in Case Roles. The email is sent correctly. However, when I "reply" to the email, the address of the sender is a ...
- 1,173
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vote
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58
views
Case Types page 'blank'
When I go to Administer > CiviCase > Case Types, that page has no content on it and the breadcrumb link at the top just says 'CiviCRM'.
In the web console, I get this error when loading that page (I'...
- 61
3
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2
answers
75
views
Is there an area in CiviCRM (or a way) for people involved in a case to communicate privately?
When a new case is set up, we need to let the parties involved with that case communicate privately and have their messages and shared docs only accessible to them? Like a shared, but private, message ...
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3
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1
answer
56
views
"CiviCase: access all cases and activities" Issues
I realize that this has been spoken about and that there was a solution on posted (and it did work for me on 5.4 - Now on Civi 5.6.1 any user that does not have "CiviCase: access all cases and ...
4
votes
1
answer
88
views
Case Manager is not shown for closed cases
I'm testing an upgrade from 4.6.38 to 5.5.3 and have noticed a new case related behavior that feels a little strange to me. When you close a case and subsequently the case roles expire and are ...
- 2,488
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1
answer
75
views
Batch update cases - closing cases
I was very excited to test out the new capability that you can batch update cases but I'm not sure I'm testing it as intended. I was hoping to be able to use it to close multiple cases at once. Here ...
- 2,488
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vote
1
answer
17
views
CiviCase - remember user choices in search filters for activities
We are using CiviCRM 5.5.3 and CiviCase on Wordpress 4.9.8
Similar to "make activity filter user preference an optional setting" CRM-20799
we wish to make the system remember user choices in case ...
- 65
1
vote
1
answer
154
views
Permission role to access Cases when using Volunteer?
The context is Drupal 7 w/ CiviCRM When a contact/user given in Drupal, want to access Cases (with full Volunteer & Case permissions given), there is an warning :
Warning: Declaration of ...
- 553
1
vote
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69
views
Civibuild Vagrant - drupal-case build?
Hey all Just found the Civibuildkit using Vagrant - made my day as they have a build that was useful for me to test and work on for my site.
My question is: Is there some one out there that can help ...
2
votes
1
answer
37
views
Trouble searching for deleted cases
In Civi 5.5.3 (Drupal 7.59) I'm running into an error trying to search for deleted cases. In case search with our without additional parameters set, if I check the "Deleted Cases" box I get an error ...
- 2,488
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votes
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97
views
Civicase Report?
I am very new to Civicrm, and have gotten a lot figured out and some
fixes applied on my own.
I am trying to figure out the report features... and maybe very basic
- but.
I am looking to ...
2
votes
0
answers
40
views
Timeline not working as before in case activities after upgrade from 4.7 to 5.1
I have a scenario in civicase > Case Types with a Timeline with multiple activities inserted in the following way:
Activity Status Reference Offset Select
Meeting Scheduled Meeting 7 Newest
Meeting ...
- 113
3
votes
1
answer
43
views
No contact names in activity emails but only name_{contact_id}. Why?
The emails that are sent by civicrm 5.5.3 (but had same problem with 5.4.1) to a an assigne of a case activity don't have the names of the client, assigne, etc but only a signpost made up of name_{...
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98
views
CiviCase Permissions
So I am very new to both civicrm and Drupal, but I have read the setup and can’t seem to get the permissions to work for Civicase
Obviously my administrator account - it all works. I created a second ...
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44
views
When filtering with data in civicrm/contact/view/case&reset=1 I get an error and no filtering
I have a problem in civicrm/contact/view/case&reset=1 when I use the date filter.
I have an Italian localization with date format set to dd/mm/yyyy.
I choose a date in the calendar and then I ...
- 113
1
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0
answers
29
views
Saved Cases not showing
On occasion, a Case that has been added to an Individual will not show up under the cases section of the individual summary for anywhere between 5 and 40 minutes. I have tested this myself, but ...
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60
views
Missing Custom Activity Field Data When the Activity is Filed on a Case.
As the title states. Data that I enter into custom activity fields, is saved and
I can view that saved data from the Activities tab in the Contact Summary.
Like this:
But after the activity is ...
- 377
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votes
2
answers
69
views
Create invoices in CiviCase
We are still evaluating CiviCRM 5.4.1 and CiviCase on Wordpress 4.9.8
Most of our requirements can be filled by CiviCRM and CiviCase.
But one requirement is to have invoices listed and followed up ...
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3
votes
1
answer
113
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Is it possible to restrict view to certain case activities?
We are currently evaluating CiviCRM 5.4.1 and CiviCase on Wordpress 4.9.8
One of the requirements is to limit access to certain activity types.
In simple words, some users are not allowed to view ...
- 65
2
votes
1
answer
314
views
Getting "DB Error: syntax error" When searching for Deleted cases
When I try and do any kind of search for cases and I select the box for "deleted cases" I get a page saying: DB Error: syntax error
I am using Civi 5.3.1 and Drupal 7.59.
The log gives the following ...
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votes
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answer
45
views
Can't edit or save CiviCase types
I have a fresh install of CiviCRM v5.4.0 running on Wordpress. I wanted to modify the default CiviCase types, but the 'Save' button or the 'more' buttons are inactive, i.e. nothing happens when I ...
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