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Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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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
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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 ...
5
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2answers
151 views

What is the largest number of customer records that civicrm supports?

I am evaluating civiCRM to use as the CRM in the captive BPO setup of my non-profit. Need to know how many customer records civiCRM can handle, in the database of my beneficiaries. Can it support a ...
1
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1answer
27 views

Case Overview Button Not working [closed]

I'm using Civi CRM as a local Healthwatch. I can't see an overview of cases - when I click the button, or try to enact a search, the page below shows. Any idea how to fix it? TIA!
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3answers
42 views

Determine client of new case from within hook

I'm setting up CiviCase with a new case type of 'Press Release'. We only have one press officer, but want other staff (those who more often deal directly with our members) to be able to open cases. So ...
2
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1answer
35 views

Where in the DB are CiviCase timelines and sequences stored?

Please can someone tell me, where in the DB are CiviCase timelines and sequences stored?
0
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2answers
18 views

Restrict CiviCase Status changes

Does anyone know how to restrict available CiviCase Status types based on what the current status is? I.e. I want not to be able to go to "application rejected" until it has passed through "...
1
vote
1answer
52 views

Formatting of formatted text in print case and activiy audit

I'm sure this shoudl be fairly straight forward. I think i'm looking in the wrong place. When I try to print the report of a case (civicrm/case/report/print?) or undertake an activity audit of a ...
0
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1answer
37 views

How can I show only Cases that have no Case Manager?

I asked a similar question recently, but I wanted an answer specifically for Drupal Views. I'm broadening my scope now. I thought I had an answer to my question via Case Reports. I can show only ...
0
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3answers
84 views

CiviCase error “required params missing”

I'm getting a fatal error in the popup when trying to edit Case details (eg Type, Status) by clicking on the grey pencil in the contact summary. This has only happened since I moved the installation ...
4
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1answer
147 views

What is the status of the make it happen for permissions on activities and cases?

The make it happen listed here is something we're interested in having. What does it mean to be a "confirmed" make it happen? Is this particular capability coming soon? (I emailed the make it happen ...
3
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2answers
104 views

Is CiviCase suited for this scenario?

CiviCRM Version : 4.6.10 Joomla Version : 3.4.5 Is CiviCase suited for the following scenario? If so, out of the box? Or would it need to be extended? Scenario: Member opens a case (on front-end) ...
1
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1answer
111 views

How can I display only Cases without Case Managers using Drupal Views

I'm using CiviCRM 4.6.9, if it makes a difference. I want to use Drupal Views to display only CiviCase cases that do not have case managers. I feel as though I'm close... so close, but I'm not quite ...
3
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1answer
60 views

Case ID in e-mails from case

When sending e-mails from a case in CiviCRM the subject line contains a hashed case id between square brackets. It looks something like [case #a234db] Subject of the e-mail which is not really user ...
2
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1answer
46 views

Export Activities associated with CiviCase

We're currently discussing whether it's possible to use the activities recorded in a Case (including the scheduled activities in a timeline), export them into Excel and convert it into a Gantt chart, ...
1
vote
1answer
47 views

Database constraint error on enabling CiviCase

I'm running civicrm 4.4.20 on the latest Joomla 3.4.5. When I try to enable CiviCase I get an database constraint error (see below). [code] => -3 [message] => DB Error: constraint ...
0
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2answers
87 views

Case dashlets - what do they show and how can I edit them?

The CiviCase component includes two default "dashlets" that the user can place on their CiviCRM dashboard: 'My cases' and 'All cases'. It looks like these dashlets are showing only cases with upcoming ...
1
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2answers
53 views

In CiviCASE how do I restore a deleted case?

If I've deleted a contact and it's related cases how can I restore the data from a backup? I've restored the records in civicrm_contact, civicrm_case, civicrm_case_contact, civicrm_activity, ...
2
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1answer
52 views

What's the best way to assign a case role via the API?

When you assign a case role through the UI it creates lines in the relationships and activities tables. I can't find an equivalent through the API - I can create the relationship (which then shows ...
3
votes
1answer
98 views

How do I set a case open date and/or close date with a webform?

We've successfully got Webforms that open or close a case and assign a case role. However, I can't seem to figure out how to specify a date to close or open the case. All submissions record the ...
6
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1answer
207 views

Whats the difference between a case sequence and a case timeline?

Whats the difference between a case sequence and a case timeline? I can see one has an offset and the other doesnt, is that it?
1
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1answer
38 views

Why did Case Type get stripped from all Smart Groups after upgrade to 4.6.9?

Drupal 7.41 After upgrade to CiviCRM 4.6.9, all Smart Groups that had a case type in the criteria were empty. When I looked at the criteria for each group, the case type was stripped from the search....
1
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1answer
47 views

Change Case summary report to group by Case ID

When civicase is configured to have multiple case clients, the summmary report (report class: CRM_Report_Form_Case_Summary) shows one line for each client. I'm trying to change this to show only ...
0
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1answer
69 views

Why don't links work from CiviCase Dashboard to filter by case type?

This works correctly on the Joomla demo server with 4.6.0, but not on my Joomla with CiviCRM 4.6.8. Not sure if this is a problem with the more recent CiviCRM versions, or something else in my ...
1
vote
1answer
30 views

Why doesn't CiviCase API filter by case status when the client is specified?

This seems like a bug. I encountered it on Joomla with 4.6.8 and reproduced on the demo server. If I create a case and change the status to "Urgent", then use the API (including API explorer), it ...
1
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2answers
27 views

Can I add a timeline to a Case programatically?

Is it possible to Add a predefined Timeline to a Case from a hook, via API or otherwise? That is, duplicate the effect of a user clicking the "Add Timeline" button in a case?
2
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1answer
50 views

How do I rename an activity used in CiviCase?

I have this problem on CiviCRM 4.6.8 with Joomla, and reproduced on the demo server. If I rename an activity (from Administer->Customize Data->Activity Types) used for a Timeline within CiviCase, I ...
1
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0answers
56 views

Permission(s) to edit cases created by the user

I want to restrict a role to be able to create cases in CiviCase and be able to edit them. The "access my cases and activities" permission allows the role to create cases, but not to add new ...
2
votes
1answer
136 views

Adding Case Role to CiviCRM Cases Views

I have created a CiviCRM Cases View. How would I add a column for "Case Manager" role to the Views? I am unable to find the field where that can be displayed.
1
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1answer
62 views

How do you create a new custom table tied to case type?

Drupal 7.39 CiviCRM 4.6.8 Webform Civi Integration version 7.x-4.11. None of our case managers see any of the Civi back-end. All of their interaction is through Drupal, Views and Webforms. This ...
3
votes
2answers
191 views

How can I update a particular activity/case via a webform?

Here's the use case: A user submits reports via a webform on a frequent basis. Each time they submit a report the webform creates a new case, and populate a custom activity type with the data that is ...
0
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1answer
20 views

CiviCase: Accordions not toggle (“Roles” “Activities”). Menu Options (“Add Activity” etc.) not “auto-trigger,” Admin menus at top of screen not open

CiviCRM 4.6.8; Drupal 7.39 Everything seems normal when I go to the dashboard initially. I click "Manage" to open a previous case. On the case management page that follows, pretty much all menus and ...
0
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2answers
52 views

Upgraded CiviCRM 4.4.6 to 4.5.4; Case is adding but its not showing?

Upgraded civicrm 4.4.6 to 4.5.4. Case is adding but its not showing? I am using drupal-7.22.
1
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4answers
145 views

Civicase activity table default options

I would like to change two aspects of the Activities table on the Civicase summary screen. Change the default number of rows to be shown from 10 -> 100 Also have a filter to automatically hide the ...
2
votes
1answer
38 views

How to show Days in Case in Drupal Views?

Trying to create a Drupal View that shows total number of days in a case. There are two methods I'm considering: First, I imagine if I could turn the case start date and end date into "Days Ago" ...
1
vote
1answer
94 views

CiviCase My Cases Widget not working on main Civi dashboard

Wordpress 4.3 CiviCRM 4.6.8 Having trouble with the 'My Cases' Widget, as it appears on the Main Civi dashboard. Setting up the 'My Cases' widget only ever produces the error - 'There are no open ...
1
vote
1answer
67 views

Civicase Dashboard - reordering case types

Running Wordpress 4.3 , and Civi 4.6.8. My organisation currently has around a dozen Case types, and we will soon have more. In the CiviCase Dashboard, these are listed under "Summary of Involvement"...
2
votes
2answers
179 views

Webform created for case activity and multiple case types

Drupal 7.39 Webform Civi Integration version 7.x-4.11. Just noticed that for contacts with multiple open case types, a new activity submitted via a webform does not always go to the correct case type....
1
vote
1answer
42 views

Upcoming activities in Case Control Panel - extend time span?

In the control panel for CiviCase by default you see activities scheduled for the next two weeks under "My upcoming activities". Is it possible to extend or control this timeframe? If so, how?
1
vote
3answers
152 views

CiviCase - how to use for tracking grants we are applying for?

I've been asked to use CiviCase for tracking grants that my organisation is applying for but am unsure where to start. I'm trying it out with sample data, so I've created a contact called "Dummy Grant ...
1
vote
2answers
42 views

Civicase . how to copy a timeline or sequence

we're setting up a few case types, each of which has half a dozen timelines. Once we have set up one timeline, is there any way of duplicating it? I imagine that the timeline definition is stored in ...
9
votes
1answer
747 views

How do I open a case that started more than twenty years ago?

We have one client whose case started 25 years ago. This falls out of range of the allowable open case date range and produces this message: Is there a way to expand/change this date range?
2
votes
0answers
88 views

Sending scheduled reminders in civicase

I am trying to set up a scheduled reminder from an activity in Civicase. The options in scheduled reminders are these: I presume what I need to do is send reminders to "Activity Assignees" - that ...
1
vote
1answer
39 views

Why is the list of relationships presented when adding an additional role to a case different from those presented when configuring a case?

The list of relationships presented for selection when configuring a case type are B to A Relationships. The list available from which to add roles to cases contains A to B relationships. Is this ...
1
vote
1answer
32 views

Record which timeline created an activity

I want to record which timeline created a given activity. The purpose for this is so, at a later date, I can see all the activities created by a particular timeline for a particular case. With ...
6
votes
3answers
98 views

Submitting Cases on a Website

We installed CiviCRM 4.6.5 on our Joomla site recently and enabled CiviCase. What is the best method for allowing site visitors to submit a form that becomes a case? We can't seem to find the obvious ...
0
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0answers
22 views

CiviCase - cannot change summary

When I try and make changes in the Summary on CiviCase (i.e. change status or type) I get the error message: required params missing. Any ideas on what is causing this and how to fix it?
1
vote
1answer
134 views

How can I modify what is displayed on the civicase dashboard?

currently it shows Contact / Subject / Status / Type / Mt Role / Manager / Most Recent / I want it to show Contact / Subject / Activity Status / Custom field 1 / custom field 2
6
votes
3answers
150 views

Case type edit not saving, broken case types - how to debug?

On a particular Civi 4.6.4 / Drupal 7 installation, recently upgraded from 4.4, there are some misbehaving case types. They appear to have been created through the CiviCase UI since the 4.6 upgrade, ...
1
vote
2answers
103 views

Entity Relationship Between Grant and Case

I'm exploring Civicrm for a client that processes emergency grants for individuals with medical, and other issues. There is a process to fill out forms which often requires follow-up in the workflow. ...