Questions tagged [civicase]
civicase identifies issues related to the CiviCase CiviComponent.
411
questions
3
votes
2
answers
84
views
Open CiviCase via Webform with manager role assigned
We are trying to set up a webform to open a case and assign a case role (manager).
I configured two contacts - coordinator and client - and assigned them to the case in the webform. The client as ...
- 51
3
votes
1
answer
95
views
What's the best way to update ambiguous relationship types?
On some older sites we are now getting warnings relating to ambiguities in relationship set ups.
What is the best way to change the relationship settings without affecting existing relationships?
...
- 2,037
3
votes
1
answer
118
views
Incoming Grants: CiviGrant or CiviCase?
A new non-profit is asking which component is best for tracking incoming grants, and tracking them at a more detailed level (with activities, maybe even tying the final incoming contribution to the ...
- 765
3
votes
1
answer
113
views
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
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
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
3
votes
1
answer
122
views
Case activities are not shown in activity tab but appear in the filter
In the Activity tab for a contact, case activities are not shown. I would rather they were, but I can live without that.
But in the filter for including and excluding activity types from the view, ...
- 1,247
3
votes
3
answers
124
views
Can webform be used to terminate one Case Role and create a replacement?
Scenario:
A case has a Purchasing Partner role. Sometimes that needs to be changed and we want to do so via a webform (from a View with links containing whatever cid1 etc it needs).
My testing shows ...
- 28.1k
3
votes
2
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129
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) ...
- 71
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
3
votes
3
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145
views
CiviCase: How to handle confidential cases
I have the following use-case: employees usually have access to all cases in CiviCRM, but occasionally there can be a sensitive case that must only be visible to users with a higher permission level.
...
- 3,356
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
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
3
votes
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 ...
- 61
3
votes
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 ...
3
votes
1
answer
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 ...
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
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
3
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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 ...
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
3
votes
1
answer
141
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 ...
- 8,241
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
3
votes
1
answer
14
views
Any way to catch the user hitting "cancel" or close on Print/Merge form - as activity list does not refresh?
The particular issue I am trying to deal with is that the print/merge form (Export Document on Manage Case) does not refresh the civiCase activities list.
This is because the user never "saves&...
- 201
3
votes
2
answers
130
views
Civi Case DB Error: no such table
Any help please?
Issue with Case dashboard and case tab on contact summary. No of this makes any sense to me???? civi 5.13.4
I have deleted all files and SQL database and restored from previous ...
- 31
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
3
votes
1
answer
32
views
How do I prevent the cursor going up instead of down when I press enter in an e-mail while using an iMac
Our organisation is using CiviCrm 4.4.8. And we use Civicases a lot. Our users that login to our CiviCrm system using an iMac have trouble typing their e-mail (on a case) as each time when they press ...
- 31
3
votes
1
answer
105
views
Update custom field in CiviCase using batch profile?
I made a custom field in CiviCase and since I have hundreds of records where this field needs updating, I'd prefer to do it using batch update with profile.
I made a profile containing the custom ...
- 41
3
votes
1
answer
48
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 (...
- 301
3
votes
2
answers
204
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 ...
- 181
3
votes
1
answer
84
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 ...
- 63
3
votes
1
answer
120
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 ...
- 1,821
3
votes
2
answers
284
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 ...
- 3,935
3
votes
1
answer
109
views
Linking CiviCase with a CiviEvent
This one may have an obvious answer, but I just cant seem to find a simple solution.
Running Wordpress 4.2.2 CiviCRM 4.6.3
In a nutshell We want to use CiviCase to coordinate Event management. The ...
- 135
3
votes
1
answer
56
views
CiviCase css problem (Joomla version) after upgrade to 4.7.14
There is a problem with css class "label" in CiviCase. This affects the CiviCase dashboard and custom fields in the Case view panel. I think this only affects the Joomla version of CiviCRM 4.7.14.
- 1,278
3
votes
0
answers
106
views
Merging contacts and cases
I think I have found an issue with merging contacts (and it also seems to manifest when assigning a different client to a case - which apparently performs a similar merging function).
On the demo ...
- 371
3
votes
0
answers
63
views
How would I create a drupal view that pulls information from 3 different activities that are all stored on a single case?
I want to create a drupal view that pulls in information from different activities stored on a CiviCase and information about the case and case client.
List of fields to include would be something ...
- 824
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
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
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
2
votes
1
answer
210
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.
- 1,173
2
votes
3
answers
94
views
How is case end date set?
I've just found this on one site. I have some (not all) cases of a given case type. There case status is set to a "closed" status. But the case does not have an end date.
I cannot find a way to ...
- 2,037
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
50
views
Civicase add timeline but activities not shown
Version:civicrm-5.33.1-wordpress
I tried to create a timeline hoping then when i add it, it will be shown in the activities tab. But apparently this is not working. Is there any setting i missed out?
- 43
2
votes
2
answers
112
views
Can I get a list of contacts without created case?
I'm wondering if it's possible to get a list of contacts without a created case (even if the case is closed).
We have a workflow when some beneficiaries "apply" to be "active ...
- 53
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
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
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
2
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 ...
- 65
2
votes
2
answers
59
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 ...
- 1,037