Questions tagged [civicase]
civicase identifies issues related to the CiviCase CiviComponent.
411
questions
2
votes
1
answer
41
views
How to add validation to the 'Add Case Role' option in Case Summary View?
I have a customer where it is vital that there is only one Case Role on a case. In the CaseView form it is possible to add a case role, and I want to add some validation to this.
in core actual ...
- 11.8k
4
votes
3
answers
73
views
How can I track donor movement on CiviCRM?
Our organization is using CiviCRM on Drupal and I'm looking for a way to create, track, and report on solicitation plans -- essentially, having a report that forecasts income from a variety of ...
- 93
3
votes
5
answers
545
views
How do I add CiviCRM Activity attachment to View
Trying to set up an activity view that displays attachments uploaded to activities.
I can't seem to find the field to add.
Any ideas?
- 1,821
3
votes
2
answers
134
views
Limit the list of contacts to search when assigning a case role
When I assign a case role to someone it seems like CiviCRM allows/requires me to search through the whole contact database. As there might be many matches for a search string it takes extra time to ...
- 1,231
2
votes
2
answers
58
views
Adding custom roles to Case "Add role" function
I've tried this on a couple of instances, but if I have a Case I want to add role to, the list is restricted to the core roles that come with CiviCRM and none of my custom roles based on custom ...
- 359
2
votes
1
answer
37
views
Can I have more than 4 Vacancies appear on the Dashboard in CiviHR?
Using CiviHR, can I set the Vacancy Dashboard to show more than 4 Open Vacancies?
- 31
3
votes
2
answers
243
views
How do I make dropdowns work on CiviCase edit case type?
I upgraded from 4.5.8 to 4.6 and wanted to start exploring CiviCase. I think I've poked at it a little bit in the past without this problem, but may be wrong. After enabling the component, I go to ...
- 870
1
vote
1
answer
49
views
Is it possible to prevent a certain role from changing the activity status in a case activity?
The use case is that every user should see their cases and their activities, but only certain users (based on their Drupal roles and permissions) should be able to change the status of some activities....
- 11.8k
1
vote
1
answer
56
views
How do I automatically make roles inactive when case is resolved
CiviCRM Version 4.5.6
Looking at some case types (it seems to work for other case types) where after case status has been changed to "resolved," case roles remain active.
Is there a way to ...
- 1,821
4
votes
2
answers
373
views
How do I create a Webform that will open a case and assign case role
I'm trying to set up a webform to open a case and assign a case role.
3 contacts:
Source,
Client,
Case Coordinator
The open case part works great, but if I add the Case Coordinator relationship, ...
- 1,821
4
votes
1
answer
359
views
How should I delete a CiviCase or a Case Type
If I need to delete a CiviCase Type or a CiviCase it can be confusing given that 'deleted' Cases are not actually removed from the db.
- 28.1k