Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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1answer
32 views

How are CiviCase Case ID numbers generated?

I've assumed that CiviCRM simply allocates the next available Case ID number when a new case is created. Certainly it has always looked that way. However, on one site I work with where cases are used ...
1
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1answer
98 views

How to add case fields to activity report?

Is it possible and what's the best way to add case fields (e.g. case type) to an activity report whilst still ensuring civi can be updated easily? I'd imagine those aren't default options because not ...
2
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0answers
73 views

creating case types with different component than CiviCase for attached activity types

We created an extension for tasks management which define a new civicrm component called CiviTask .. I want to create 4 case types (with attached activity Types set and a standard timeline ) when ...
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1answer
30 views

How to change the display of case listings to show and/or sort on case ID

My client makes extensive use of cases, and the case ID is an important identifier. CiviCRM tends to downplay the case ID, however, often placing more emphasis on the case subject, which isn't as ...
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2answers
45 views

Add new case: “Case Type is a required field”

When I try (on 4.6.18) to create a new Case, I get an error saying Case Type and Case Start Date are required, but no fields exist on the form to specify these? I have Case Types defined and enabled ...
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1answer
32 views

Searching by case - would like to sort by subject - greyed out

When I search for Cases, the search results are sortable by clicking on any of the column headings except for Subject and Case Manager. I would like to order the results by Subject - either by ...
0
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1answer
28 views

Problem with imported case activities not appearing in the case record

Identical issue to: https://forum.civicrm.org/index.php?topic=32904.msg140249#msg140249 which was never solved. Manually inserted a case with all of the tables mentioned in the post, yet it doesn't ...
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0answers
36 views

Specific reports from civicase

We have developed a sophisticated and fairly detailed civicase. However, we are having some difficulties in using Advanced Search to produce detailed reports based on some of the fields we have ...
3
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4answers
212 views

Is is possible to import cases into Civi

A client has many cases in spreadsheets, and Civicase looks very suitable. I cannot see any facility to import cases into Civi via the UI. Is this possible? I guess the alternative is to import ...
1
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1answer
36 views

Geocoding: Can you only use it for contacts?

I want to use Geocoding on Cases. My cases have specific locations and I would like to input an address and then use Geocoding. Can this be done? Thanks
0
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1answer
26 views

Custom date field throwing DB constraint error “cannot be null”

I have a date field associated with a particular case type. When I try to create a new case, it is failing because the dates are empty. However, when I created the custom data, I did not make them ...
3
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1answer
102 views

Can CiviCRM be used in a HIPAA context?

I was talking to somebody over the weekend regarding a site that seemed a perfect match for CiviCRM -- including donations, event registration, contact/relationships, case management. When I mentioned ...
3
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1answer
38 views

Is it possible to set up to search name of attached document or better yet, contents of attach doc?

We're still trying to figure out if CiviCRM will work for our organization. Our users would like to have the functionality to search the name of a document that has been attached to a case. Ideally (...
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0answers
40 views

Combining case timeline with case sequence(s)

Our organization would like to record all activities for coaching processes with clients. In order to accomplish this I consider using Civicase. The case could comprise following: Activities on the ...
1
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1answer
42 views

Activating component CiviCase failed

I want to activate CiviCase in admin/setting/component?reset=1 and this results in an "DB error". This is the error-log: CiviCRM_API3_Exception: "DB Error: already exists" [...] Entschuldigung, ...
1
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1answer
38 views

In 4.7 CiviCase, why does reassigning a role not delete the old one?

In 4.7, when managing a case, I try to reassign a role to another contact, but it adds a new one. It should delete the old relationship. The button is an 'edit' pencil and the hover text says '...
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0answers
34 views

In 4.7 CiviCase relationships are being inserted the wrong way round: bug or feature?

On the 4.7 Drupal demo site I created a case of type 'Housing Support' for Rebekah Adams. I added Beulah Barkley as the 'Benefits Specialist. My user (Test Test in the demo) was the 'Homeless Service ...
2
votes
2answers
56 views

In 4.7 the activity 'Assign Case Role' is assigned to the client: is this a bug?

I can reproduce this on the 4.7 demo. I create a case of type 'Adult Day Care Referral' for client Rebekah Adams. Using the civicrm/contact/view/case screen, I assign the role 'Health Services ...
2
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2answers
36 views

Link CiviCase with CiviAccounts

I was wondering how would you configure CiviCase to link with CiviAccounts. So for instance: you set up a new case to process a member's expense for train tickets. Can you link that from the case ...
1
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1answer
95 views

Updating Custom Form Value via jQuery not Saving to Database

I have been charged with developing CivicCrm for my place of business. The company I work for is a nonprofit and we help people with disabilities both mental and physical. The Department that deals ...
1
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2answers
62 views

FIne-grained Volunteer Management

There is a need to manage neighbor-helping-neighbor volunteers in Senior Villages (and similar). Senior Villages are mutual-support organizations, often without paid staff, which provide social, ...
2
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1answer
40 views

What does the “All Cases” dashlet actually display?

Does anyone know what the criteria are for a case to be displayed when using the "All Cases' dashlet? What seems to be clear is that what it doesn't display is all of the cases.
2
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3answers
74 views

Edits not saving in Case Activity Tab since 4.7.4 upgrade

If I edit an activity (eg the date or the status) in the Activities tab of the Manage Case page, I get the confirmation message "[activity name] saved". But the edit is not saved. This problem only ...
3
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2answers
78 views

Differences in results between 'Find Cases' and a 'Case Report'

Using 4.6.10 currently, although aiming to update shortly, I've created a case summary report from the template that simply lists all cases that are either 'ongoing' or 'urgent'. This lists 10 cases. ...
0
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3answers
139 views

With an upgrade to 4.7.3, Civicase has become inoperable

This is an addition to the question I asked last week. I have been using Civicase for 4 years and now I am unable to use it at all. Below I have provided more details about the problem that I did not ...
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2answers
31 views

Why am I getting error messages when trying to search for cases in CiviCase?

I am using Wordpress 4.4.2 and recently upgraded to CiviCrm 4.7.3. When I try to search for cases under the "find cases" menu, I keep getting the following error messages: Warning: Invalid argument ...
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2answers
48 views

Unable to access clients in CiviCase

I am using Wordpress 4.4.2 and recently upgraded Civicrm to 4.7.3 When I try to "manage" a case, that is, access the record itself, I get this message: Sorry but we are not able to provide this at ...
1
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1answer
28 views

Merging case types in CiviCase

I would like to consolidate the case types that I have created for CiviCase. Is there a way to merge two or more case types into a broader category so that the cases once assigned to these more ...
1
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0answers
53 views

CiviCase losing Relationship in Case?

Since upgrading to 4.7.3 on WordPress, some of our Cases seem to be losing a relationship role. They are not linked to the case from the contact record either, even after re-adding them to the case. ...
1
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1answer
25 views

CiviCase - Having issues

When trying to add a record in case, I get the above screen. I was originally having an issue with editing Case Types. Even trying to enable or disable wasn't working. Since updating to 4.7.3 the ...
3
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1answer
54 views

Activities pane on Manage Case page

Does anyone know how to make the Case activities in the activities pane display in ascending order by default (earliest first)? At the moment, they appear in descending chronological order (latest ...
2
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0answers
52 views

What are the optimal settings to enable a Drupal webform to create a case and populate an activity within the case?

I have a case configuration that includes a specific activity type (lets call it activity type A) in the standard timeline. This is useful for users who want to create and manage a case directly ...
2
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1answer
84 views

/civicrm/civicrm/CRM/Case/BAO/Query.php Reported to Contain Malware by Wordfence

I'm testing Wordfence a WordPress security plug-in on our site. It reports that /civicrm/civicrm/CRM/Case/BAO/Query.php contains suspected malware. Is this true? We are running CiviCRM 4.7.2. Here'...
6
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2answers
99 views

How can I edit the Subject of a CiviCase?

Whilst Cases have subjects there appears to be no way to edit via the interface.
3
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2answers
146 views

Tokens when setting up activity scheduled reminder

Using Drupal 7.34 and CiviCRM 4.6.4. We are using civiCase and want to send a reminder to the manager of a case. When I try and set up a template, there does not seem to be a way of telling the ...
1
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1answer
96 views

CiviCase Users Unable to Edit & Add Activities on Cases They've Been Assigned [duplicate]

We have assigned the Wordpress Access Control permission “CiviCase: access my cases and activities” to a variety of users who we want to assign case roles to. The description of “CiviCase: access my ...
3
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1answer
136 views

Users with Case roles cannot edit activities assigned to them: is this a bug?

first post so please forgive any netiquette transgressions. I'm following the guide https://civicrm.org/bug-reporting to get confirmation this is a bug. Version: 4.6.12 (also present in 4.7.1) CMS: ...
3
votes
1answer
73 views

Formatting tags shown in activity view

It seems that any activity created in 4.7.1 (not sure about earlier 4.7 versions) sometimes shows all formatting tags when viewed. I reproduced this both in Wordpress and Drupal demos by creating a ...
0
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2answers
63 views

Would like to know how difficult customise CIVICRM ? did anyone contacted the partners ?

I am looking into customising CIVICRM for thinkForward UK. However I would like to know how hard and complicated customising the solution would be. Does anyone contacted the partners and ...
0
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1answer
38 views

CiviCase Error.. Help!

I am getting an error when I click manage case. Looks like it has something to do with custom fields for a custom field type (DLSE Claim). Wordpress 4.4.2 CiviCRM 4.6.11 This happened after ...
1
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2answers
126 views

cases - change case roles

I try to change the role of a case. - Case coordinator (case manager) is manuel berger. - I click on reassign case coordinator - Enter a new name and click save then the following error massage ...
0
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1answer
38 views

Other Relationships

I have tried starting over with CiviCase with the new interface as we had not used the XML based configuration. With the new case type I have a section called Other Relationships. The information in ...
2
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1answer
65 views

How can I add additional clients to a case?

I want to be able to add additional clients to some cases. The ability to do this used to be configurable via the case settings XML file before the configuration got moved into the UI. What's the ...
1
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2answers
63 views

CiviCase Use Examples for Donor/Grant

I was wondering if anyone would mind sharing some screen shots of your setup of CiviCase to track donor and/or grant interactions. The only samples I can seem to find are affiliated with more ...
2
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3answers
187 views

Cannot Assign Multiple Roles to Case

Using CiviCRM 4.6. In CiviCase I was unable to assign a second role on a case. I need to have a Case Coordinator AND a second assignee. In this case, an Event Rep. If I set the Case Type to use ...
1
vote
1answer
52 views

How to show CiviCase activities in client Actions dropdown?

I would like to create an extension that pulls in activity types from CiviCase and allows creating those activities against a client record using the "Actions" dropdown on the Client Summary page. If ...
1
vote
1answer
53 views

Search cases - find case by case role

I'm looking for a simple solution to allow staff to search for a case by Case Role in addition to client name. currently the search cases screen (civicrm/case/search?reset=1) has only the client ...
1
vote
2answers
115 views

Check custom data field value change to trigger activity status change

How would you recommend to check data change (with pre and post values) on a custom field (attached to a case) and then to mark an activity in that case as completed? I have looked at hooks like ...
0
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2answers
56 views

How to implement nested repeating fields?

Please could I have some suggestions on how to meet this requirement: I need to be able to add a support plan to a contact. The support plan has an indeterminate number of goals. Each goal has a type,...
0
votes
1answer
56 views

How can we add case details and filtering to the CiviCRM dashboard?

In future CiviCRM versions would it be possible to added extra functionality to the civi case dashboard, specifically allowing the dashboard to use filters to display the data, e.g. order by contact ...