Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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3
votes
1answer
40 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 ...
3
votes
1answer
66 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 ...
3
votes
1answer
58 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 ...
3
votes
2answers
63 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 ...
3
votes
1answer
43 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
1answer
55 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
1answer
39 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 ...
3
votes
2answers
13 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?
3
votes
1answer
30 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
3answers
136 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 ...
3
votes
1answer
114 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
votes
2answers
229 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 ...
3
votes
1answer
12 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&...
3
votes
1answer
63 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'...
3
votes
1answer
30 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 ...
3
votes
1answer
82 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 ...
3
votes
1answer
39 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 (...
3
votes
2answers
171 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 ...
3
votes
1answer
74 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 ...
3
votes
1answer
88 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 ...
3
votes
1answer
100 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 ...
3
votes
2answers
226 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
votes
1answer
53 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.
3
votes
0answers
73 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 ...
3
votes
0answers
55 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 ...
2
votes
2answers
70 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 ...
2
votes
2answers
47 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 ...
2
votes
3answers
114 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 ...
2
votes
3answers
59 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
votes
1answer
24 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 ...
2
votes
2answers
96 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 ...
2
votes
2answers
49 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 ...
2
votes
2answers
54 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 ...
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
votes
1answer
37 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?
2
votes
1answer
146 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.
2
votes
2answers
56 views

CiviCRM 4.6.2 extra components in menu

I just installed drupal 7 and then civiCRM on Linux Mint 17.1 in a VirtualBox Install went smoothly. I am only using CiviCASE and CiviReports moduals. Unfortunately, there are still menu items for ...
2
votes
3answers
70 views

Is there a way to separate audit activities from “real” actvitites in a case?

In the "Activities" section of case management, real to-do items are mixed with the audit activities that are recorded for documentation purposes. This is irritating to some users. Has anybody found ...
2
votes
1answer
36 views

Case Activity does't respect 'Do not notify assignees for'?

When submitting activity from case, assignee contact still gets email even though the activity type is included in 'Do not notify assignees for' setting under Display Preference. However it obeys the ...
2
votes
1answer
31 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 ...
2
votes
1answer
37 views

Why no record locking in civicase?

I haven't tested all the parts of civicase, but so far I have found that updates to activities, the main case record and custom fields are not locked. Two users can update the same information with ...
2
votes
2answers
99 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
votes
1answer
36 views

No contact names in activity emails but only name_{contact_id}. Why?

The emails that are sent by civicrm 5.5.3 (but had same problem with 5.4.1) to a an assigne of a case activity don't have the names of the client, assigne, etc but only a signpost made up of name_{...
2
votes
1answer
254 views

Getting “DB Error: syntax error” When searching for Deleted cases

When I try and do any kind of search for cases and I select the box for "deleted cases" I get a page saying: DB Error: syntax error I am using Civi 5.3.1 and Drupal 7.59. The log gives the following ...
2
votes
1answer
40 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" ...
2
votes
2answers
20 views

How do I enter new contact from “New Case” form using a contact subtype?

When I click in the Client field, I can start typing the name of an existing contact or I can click on "New Individual," "New Organization," or "New Household." However, it doesn't list our "Hotline ...
2
votes
1answer
14 views

Finding another case manager's cases

Is there a way of using advanced search to find another case manager's cases? I find the reports really complicated but would like to find another person's cases so I can update the notes. It's really ...
2
votes
1answer
46 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
votes
1answer
31 views

Reassigning Case Role Gives DB Constraint on Membership

I recently moved to a new webhost with Drupal 7 and upgraded to CiviCRM 5.21.0. Everything seems to be working fine, I have no errors in the Administration Console. However, when I go to cases, and I ...
2
votes
1answer
59 views

Is there any way to switch off e-mail notifications in CiviCase?

It seems that CiviCase sends out e-mail notifications for any change that is done in case activities. Is there a way to switch off these automatic e-mail notifications? (manual e-mail messages should ...

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