Questions tagged [civicase]
civicase identifies issues related to the CiviCase CiviComponent.
412
questions
2
votes
1
answer
40
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?
- 2,343
2
votes
2
answers
88
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, ...
- 1,000
2
votes
2
answers
60
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 ...
- 380
2
votes
1
answer
55
views
Link to Case from SearchKit Table Display
I'd like to build a report in SearchKit/Afform to replace the default Case tab so that I can organize cases by type a bit better but I can't figure out how to add a link to open the case in the table ...
- 41
2
votes
1
answer
37
views
Trying to bulk update cases through finding them and profile
Steps to Replicate:
Find Cases
Select All cases
Choose update cases from task options
Choose profile to update
Hits an error with DB Error: syntax error, was able to replicate on https://dmaster....
- 498
2
votes
1
answer
99
views
How do i open a case when a specific activity is added
How can I create a case with a set case type when a specific activity is added to a contact or a contact is added to a particular group?
New contact joins using WordPress integration form.
A new ...
- 39
2
votes
2
answers
32
views
Case Activity Reporter vs Creator
We have a backlog of activities that we hope to enter into our CiviCRM cases. We hired an individual to do data entry, but we want to distinguish between the "case reporter" (person who ...
- 1,173
2
votes
2
answers
38
views
Icons are not populating to be selected for Activity Type Options
Until today I have been able to change or add an icon to an Activity Type. Now when I click on the icon, the Choose Icon box pops up with a search dialog and the option for no icon but I'm not seeing ...
- 163
2
votes
3
answers
85
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 ...
user7094
2
votes
1
answer
44
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 ...
- 201
2
votes
1
answer
104
views
Case Dashboard- Cases with upcoming activities and Cases with recently performed activities lists show empty
In the case dashboard (D7, Civi 5.8.2)
The lists of cases with recently performed or upcoming activities are showing no results
Even though I know there are cases that meet the criteria.
...
- 2,037
2
votes
1
answer
314
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 ...
- 924
2
votes
1
answer
53
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" ...
- 1,821
2
votes
2
answers
22
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 ...
- 1,236
2
votes
2
answers
127
views
If contact has multiple cases, how do I filter a view to show only case roles associated to that case type
We have contacts that may have multiple cases, each with a case coordinator.
I have created a view for each case type that shows the associated case coordinator along with last activity date, links ...
- 1,821
2
votes
2
answers
49
views
Problem creating a CiviCase via online form
I want a user to be able to order various stickers from our website. They are distributed for free, but in exchange we request photos of where people put them. To track the whole process of ...
- 31
2
votes
1
answer
36
views
Civirules send email action creates activity in UTC time
I have a rule with the trigger "Case activity is added". This activity is an "Alert" activity, and when is created, the action "Send E-mail to contacts on a case", sends ...
- 53
2
votes
1
answer
29
views
User cannot sort the cases using 'most recent'
On Find case result screen, when sorted using 'Most recent' column get DB error. Is this know error?
Type DB_Error
Code -19
Message DB Error: no such field
Mode 16
UserInfo SELECT ...
- 498
2
votes
2
answers
70
views
Change the layout of CiviCRM > CiviCase Dashboard > Find Cases
I've only started trying to change some features of an existing CiviCRM database in a testsystem (using CiviCases). So I am still a beginner, I excuse myself if this is a silly question, and any hint ...
- 463
2
votes
1
answer
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
1
answer
37
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 ...
- 1,173
2
votes
1
answer
58
views
Users with 'view own cases' permission can't access resolved cases
I have noticed that users with the 'view own cases' Drupal permission are getting an access denied error when they try to access their own resolved cases. They can access open cases no problem.
Users ...
- 609
2
votes
1
answer
76
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 ...
user7094
2
votes
1
answer
46
views
CiviCase - Edit Actions with permission: "CiviCase: access my cases and activities"
Im Configurating CiviCase and I have seen that if a contact has the "CiviCase: access my cases and activities" permission, he cannot use the actions of the assigned roles.
I understand that this ...
- 155
2
votes
2
answers
54
views
Search within a case type
I would like to be able to search for a specific Case Type as well as a Case End Date within this case type. To give an example, say I have a record that contains both Case A (which ended January ...
- 21
2
votes
1
answer
44
views
Manage Case ─ display activities in chronological order
Joomla 3.9.2
CiviCRM 5.12.0
On the Manage Case page, the activities are now displayed in a clever order (overdue first, then the rest in newest-to-oldest order). I can imagine that this makes sense ...
- 1,278
2
votes
1
answer
47
views
Assigning case role to contact in webform- not updating as expected
I've been trying to update a case webform so that form contacts are assigned to a given role.
I had expected that by creating roles under relationship types and then including the role in the case ...
- 2,037
2
votes
1
answer
41
views
Using Civi for a signposting service
I am trying to see if there is a way we can use Civi to help our signposting service.
Workers talk to a client about their lives and as a consequence may want to make a referral to a number of ...
2
votes
3
answers
105
views
Why can't I add more CiviCase fields to my Profile?
I have created a new Profile to prompt the user to complete a new Case within CiviCase. However, when adding fields to the Profile, it only offers the 'Case Subject' field from CiviCase. What have I ...
- 149
2
votes
1
answer
61
views
What is the best way to create a conditional question in case activities?
I currently have cases with different activities in CiviCRM for different programs. I then used custom fields to add additional questions to appear in each activity in the forms. Is it possible to set ...
- 1,173
2
votes
1
answer
113
views
Error when creating new Case: One of parameters (value: ) is not of the type Integer
I have set up some new Case types and it was all working fine until a user tried to create a case and got the above error, this is happening for all case types now and seems to be being generated by ...
2
votes
3
answers
84
views
Edits not saving in Case Activity Tab since 4.7.4 upgrade
If I edit an activity (eg the date or the status) in the Activities tab of the Manage Case page, I get the confirmation message "[activity name] saved". But the edit is not saved.
This problem only ...
- 1,278
2
votes
1
answer
58
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 ...
- 870
2
votes
2
answers
231
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....
- 1,821
2
votes
1
answer
17
views
How do I see CiviCRM variables in Netbeans using xDebug?
I'm trying to use Netbeans and xDebug to read some CiviCRM variables, but I am thus far unable to even see any CiviCRM variables in Netbeans. xDebug (version 3) does seem to be connecting to Netbeans ...
- 21
2
votes
1
answer
29
views
File on case no longer works by Case ID
I've been testing CiviCRM 5.57.4 and noticed that I can no longer type in the Case ID when searching for the case to file an activity to. (I'm in Drupal 7) In version 5.45.7 it was still working. I ...
- 2,488
2
votes
1
answer
62
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/#...
2
votes
1
answer
37
views
Displaying closed cases in the dashboard
I'm using compucorp's fork of civiCase. Nice!
Currently in the case manager page, only active cases are displayed (as confirmed by the "Satus: All open cases" placeholder). I'm trying to ...
2
votes
1
answer
59
views
Activity - custom date format display incorrect
I've added a date and time field to an activity ('departure date'). The problem is that it steadfastly refuses to display as anything other than YYYY-MM-DD HH-MM-SS even though the custom field is ...
- 4,720
2
votes
1
answer
23
views
case details field not available through UI
Is it true that the Case Details field can be populated, but cannot be seen through the UI in CiviCRM?
This seems odd - if it's true I'll open an issue in gitlab, but wanted to check in with the ...
- 650
2
votes
1
answer
74
views
Version 5.31.0 seems to break the CiviCase Extension
We have the CiviCase (uk.co.compucorp.civicase) extension on our site. It's updated to the latest commit (52d0fbf31c5f4b4fe2a2523c9cec42bfbbec1e58). It was working fine in 5.30.
However, when I ...
- 765
2
votes
1
answer
19
views
CiviCase activities: cursor jumps in wrong order
Iam adding a new activity within a case, filling out only the fields
A) subject
B) details.
Then going to change the status and clicking in, the cursor jumps back to subject.
If i change the flow, ...
- 68
2
votes
2
answers
340
views
getFieldValue failed upon organizing a case
When clicking on "manage case" in the case tab of any contact, I get the error message "getFieldValue failed". I can use all other parts of CiviCase, but don't see a possibility to ...
- 84
2
votes
1
answer
68
views
'DB Error - No Such Table' -- CiviCase in Drupal 7
I have a Drupal 7 + CiviCRM database with CiviCase.
This is a fairly new install. I would say CiviCRM was installed fresh about 3-4 months ago. As of now, CiviCRM has been upgraded to the latest ...
- 157
2
votes
2
answers
200
views
CiviCase + CiviRules + Tokens
I would like to trigger an email to a particular Role on a Case (not the Client) when a Case Status is changed. Is this possible? I've added the CiviCase Tokens Extension, and I can create a message ...
- 1,000
2
votes
2
answers
38
views
Get a view of upcoming activites for cases
I am using the lastest version of CiviCRM in the latest version of Joomla
I am trying to use CiviCase to manage workflows but I find the interface counter intuitive
I want to see a list of my ...
2
votes
1
answer
46
views
Adding multiple Case Coordinators in a Drupal webform?
I've got a multi-site with the following roles in Drupal:
Site admin (full access)
Local admin (can view all contacts)
Case Manager (can view all Cases)
Staff (using ACLs, can view site-specific ...
- 1,000
2
votes
1
answer
31
views
CiviCase not strictly adhering to permissions?
I have a use case where 'volunteers' deal with casework on an area basis, with a 'supervisor' for each area. Volunteers can add contacts, and view their own cases. Supervisors can view all cases.
...
- 609
2
votes
1
answer
139
views
Workflow and Automation
I'm trying to figure out how to do automated workflows.
This is an example of one such process:
Member fills in a request to host an event using Caldera Forms (at the moment). I currently have some ...
- 803
2
votes
1
answer
83
views
How to change case dashboard column
We need to remove subject from case dashboard. we don't know where to change whether in report or in drupal. can any one please help on this.
- 69