Questions tagged [civicase]
civicase identifies issues related to the CiviCase CiviComponent.
412
questions
3
votes
1
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 ...
- 417
1
vote
1
answer
42
views
Civicase- order results in find case
Following links in Civicase dashboard (4.6.38) normally takes you through to a set of search results in the Find Cases search.
Initially cases are displayed by client name, alphabetically.
There are ...
- 2,037
4
votes
3
answers
126
views
CiviCRM 5.4, Unable to create case type (angular validation error)
On fresh Install Civi 5.4, Core expect to have new option group called "Activity default assignee", but upgrade script not executed and not updated the option group table with "Activity default ...
- 41
3
votes
1
answer
71
views
Amending relationship types has broken civi case
I was updating a site adding new relationships for cases, and relabelling old relationships to make more sense in case context.
What I've since found is that the updates to the relationship table don'...
- 2,037
4
votes
2
answers
75
views
Drupal Views Multiple Field CiviCRM
I collect data in case activities, and I'm currently trying to build a Drupal Views of this data. I'm running into a problem with multiple fields. For example: "What colors do you prefer?" The results ...
- 1,173
1
vote
1
answer
29
views
CiviCASE - edit / report on 'Detail'?
When creating a case, one of the fields is 'Detail'. It's a very useful description area for the case. However, can anyone point me to where it is then displayed or is editable? I can't find it on any ...
- 43
6
votes
3
answers
286
views
Problem with CiviCase
I have tried to enable the access to the Access my cases and activities as per The docs here - https://docs.civicrm.org/user/en/latest/case-management/set-up/
Access my cases and activities: allows a ...
- 623
4
votes
1
answer
47
views
Is this a bug in civicrm/case/activity/view breadcrumb?
Disable popups in display preferences.
Find a case eg civicrm/case/search?reset=1.
'Manage' the case to open it.
Click on the activity Subject, goes to eg civicrm/case/activity/view?...
2
votes
1
answer
67
views
Cannot edit CiviCase Activity Status from list view
From the List view of CiviCase Activities of a case, I cannot edit the "Status" of an activity; the drop down flashes and then goes back to current status. To edit, I have to click "edit" and go into ...
1
vote
0
answers
46
views
Outlining the required steps in a case type
I'm looking for a way to document the steps that a person should go through when a case of a particular type is opened.
My steps are something like this:
Have the person fill out this form
Have them ...
2
votes
1
answer
41
views
Using Civi for a signposting service
I am trying to see if there is a way we can use Civi to help our signposting service.
Workers talk to a client about their lives and as a consequence may want to make a referral to a number of ...
1
vote
1
answer
79
views
How to duplicate a case
We often have batches of six to eight related cases which have much of the same content (relationships, custom fields, activities). I would like to generate new cases by cloning an existing case ...
- 1,278
1
vote
1
answer
51
views
Unhandled Error when adding new Case
Using Joomla 3.8.6, CiviCRM 5.0.0, php 7.0.29, mysql 5.6.39
The following error has occurred since upgrading to 5.0.0.
When adding a new case, I enter the minimum field data and click Save, and the ...
- 1,278
2
votes
1
answer
34
views
Delete a Missing Case
I ran a Case Detail Report to see a list of cases because my Views table count was not adding up. I realized from this report that there is a case with an "Active" status that does not have a Contact ...
- 1,173
2
votes
1
answer
189
views
What are some best practices for inbound email handling with CiviCRM?
Our organization has grown past the point where one person can handle the inbound e-mail from our members. I'm looking for best practices from the community on how to handle this.
We don't want to ...
4
votes
3
answers
294
views
How do I automatically create a case on inbound email?
I feel like this is an incredibly basic question, but I have read through the user guide, the admin guide, and searched stackexchange and google, and I have not found the answer.
I have set up an e-...
2
votes
3
answers
105
views
Why can't I add more CiviCase fields to my Profile?
I have created a new Profile to prompt the user to complete a new Case within CiviCase. However, when adding fields to the Profile, it only offers the 'Case Subject' field from CiviCase. What have I ...
- 149
1
vote
1
answer
52
views
If a civicase is reopened why isn't the Case Coordinator (and other roles) reinstated?
Client is wondering why when a Case is reopened it does not regain the Case Roles it had when it was closed.
Seems a fair enough question.
So perhaps the follow on question is - will a patch to fix ...
- 28.1k
2
votes
3
answers
137
views
Why is inbound email activity uneditable in case activity list?
If I send an email to the configured inbound email address it correctly creates an activity. I can see the activity in the activities list on my own contact and on the contact connected with the ...
- 1,247
1
vote
1
answer
79
views
How to add a secondary Case Role that has access to Activities they are not 'on', eg ones that existed before they were added
We want to add a secondary case role that is similar to Case Manager with slightly less permissions (eg cannot change/add case roles, can't delete case etc).
We have a relationship that can be added ...
- 28.1k
2
votes
1
answer
78
views
Inbound email formatting differs in Activities compared to CiviCase
Is it possible to include line breaks in activities created from inbound emails, given that this is implemented in CiviCase? If so are there any suggestions about how to go about implementing this?
...
- 1,835
1
vote
0
answers
121
views
Documentation on using CiviCase tokens
Civicase Tokens Extension does not have documentation. I am trying to use the tokens to do a print/merge of case information. The print page is blank.
Any suggestions? Have case tokens been used ...
- 1,229
4
votes
0
answers
110
views
CiviCase Timelines with Activity subjects
It would be great if, when creating a new timeline for a Case type, the "Add Activity" dialog could display the activity subject field for input. At the moment, if you want to differentiate between ...
- 1,278
2
votes
1
answer
49
views
Display cases in contact summary tab in reverse order (ORDER BY id DESC)
I'm trying to display cases in reverse order in contact summary Cases Tab. I tried using hook called civicrm_searchColumns( $objectName, &$headers, &$values, &$selector )
and changed the ...
- 213
5
votes
1
answer
63
views
Changing sort of cases with recent activities on case dashboard?
Currently cases with recent activities are sorted oldest>newest - i'd like the newest to be at the top.
I am guessing i could do it within Case/Page/DashboardSelector.tpl but i'm floundering from ...
- 445
2
votes
1
answer
156
views
Case status "status class" - what is it used for?
I can see that the status class (opened or closed) will end case role relationships, but is it used for anything else?
edit for clarification: Each case status has a "status class" - open is "opened" ...
- 445
3
votes
2
answers
15
views
How to load the definition of a case type with the CaseType API
I am trying to use the CaseType API to create a case_type but I can not find any documentation on how to set the definition parameter. Any hints or should I just dive into the code?
- 11.8k
4
votes
2
answers
113
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 ...
- 445
1
vote
1
answer
57
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 ...
- 553
1
vote
0
answers
54
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 ...
- 45
1
vote
1
answer
68
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 ...
- 28.1k
4
votes
2
answers
101
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 ...
- 28.1k
5
votes
3
answers
139
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 ...
- 51
1
vote
1
answer
169
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 ...
- 1,411
1
vote
0
answers
56
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::...
- 1,173
3
votes
3
answers
160
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, ...
- 1,173
3
votes
1
answer
32
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
1
answer
70
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. ...
- 4,720
1
vote
1
answer
41
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 ...
- 445
3
votes
2
answers
70
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, $...
- 857
1
vote
1
answer
102
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] => ...
- 1,173
1
vote
0
answers
106
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 ...
- 111
1
vote
1
answer
64
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 ...
- 1,173
3
votes
3
answers
223
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 ...
- 41
1
vote
1
answer
45
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 ...
- 857
1
vote
2
answers
82
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 ...
- 28.1k
1
vote
2
answers
53
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
1
answer
122
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
...
- 836
0
votes
2
answers
40
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 ...
- 1,173
0
votes
2
answers
32
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....
- 1,173