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Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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3 votes
2 answers
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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 ...
PatricB's user avatar
  • 51
3 votes
1 answer
101 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? ...
Craig Almond's user avatar
  • 2,037
3 votes
1 answer
138 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 ...
Paul B's user avatar
  • 827
3 votes
1 answer
122 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 ...
Detlef G.'s user avatar
3 votes
3 answers
165 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, ...
Kristine's user avatar
  • 1,183
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, $...
Josh's user avatar
  • 887
3 votes
1 answer
128 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, ...
naomi's user avatar
  • 1,247
3 votes
3 answers
125 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 ...
petednz - fuzion's user avatar
  • 28.4k
3 votes
2 answers
130 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) ...
sleighd's user avatar
  • 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 ...
thoni56's user avatar
  • 1,241
3 votes
2 answers
84 views

How can I use CiviRules to update case status based on age of case (set to inactive or similar)

I want to use Civi Rules to make older cases have their status automatically updated to something appropriate like 'inactive'. I found https://docs.civicrm.org/civirules/en/latest/basic-example-hints/#...
Tom Rosenbloom's user avatar
3 votes
3 answers
152 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. ...
bgm's user avatar
  • 3,431
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 ...
Kristine's user avatar
  • 1,183
3 votes
1 answer
97 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 ...
RayWright's user avatar
  • 2,488
3 votes
1 answer
85 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 ...
Kristine's user avatar
  • 1,183
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 ...
Aaron's user avatar
  • 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 ...
Br. Mark Waldmann's user avatar
3 votes
1 answer
106 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 ...
Br. Mark Waldmann's user avatar
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 ...
Marian Zastawny's user avatar
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?
ErikH - CiviCooP's user avatar
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 ...
Tania Porteous's user avatar
3 votes
3 answers
256 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 ...
Ali Karchoud's user avatar
3 votes
1 answer
145 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 ...
Laryn's user avatar
  • 8,268
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 ...
Norris's user avatar
  • 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&...
Simon Walden's user avatar
3 votes
2 answers
131 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 ...
user7117's user avatar
3 votes
1 answer
75 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'...
Craig Almond's user avatar
  • 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 ...
Margreet's user avatar
3 votes
1 answer
106 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 ...
hwa's user avatar
  • 41
3 votes
1 answer
53 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 (...
406CODE's user avatar
  • 301
3 votes
2 answers
212 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 ...
Dave Smith's user avatar
3 votes
1 answer
86 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 ...
T. Mich.'s user avatar
3 votes
1 answer
123 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 ...
pmoz's user avatar
  • 1,821
3 votes
2 answers
293 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 ...
Graham's user avatar
  • 4,105
3 votes
1 answer
110 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 ...
Chris Dubrow's user avatar
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.
Jern's user avatar
  • 1,302
3 votes
0 answers
108 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 ...
Cheryl's user avatar
  • 371
3 votes
0 answers
64 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 ...
Gemma - Fuzion's user avatar
2 votes
2 answers
78 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 ...
artfulrobot's user avatar
  • 3,932
2 votes
2 answers
59 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 ...
Sean Kenny's user avatar
2 votes
3 answers
140 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 ...
naomi's user avatar
  • 1,247
2 votes
1 answer
218 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.
Kristine's user avatar
  • 1,183
2 votes
3 answers
104 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 ...
Craig Almond's user avatar
  • 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 ...
Kristine's user avatar
  • 1,183
2 votes
1 answer
30 views

Link contribution to case

I know it is possible to add expense to a case. But is it possible to link contribution to a case? Thanks you.
calgary1x's user avatar
2 votes
2 answers
141 views

Which CiviCase? Compucore or V5?

I am trying to understand which is the 'latest' version of CiviCase to upgrade to, is it: https://github.com/compucorp/uk.co.compucorp.civicase or https://github.com/civicrm/org.civicrm.civicase Can ...
ChumKui's user avatar
  • 788
2 votes
1 answer
51 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?
HRAC's user avatar
  • 43
2 votes
2 answers
113 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 ...
jmaureiram's user avatar
2 votes
2 answers
73 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 ...
Jern's user avatar
  • 1,302
2 votes
2 answers
392 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 ...
Jern's user avatar
  • 1,302

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