Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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2
votes
1answer
285 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
45 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
2answers
105 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 ...
2
votes
2answers
29 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 ...
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
61 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
32 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
54 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 ...
2
votes
1answer
66 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 ...
2
votes
1answer
33 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 ...
2
votes
1answer
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 ...
2
votes
1answer
38 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
votes
1answer
40 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
3answers
97 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 ...
2
votes
1answer
53 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 ...
2
votes
1answer
85 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
3answers
78 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 ...
2
votes
1answer
53 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 ...
2
votes
2answers
209 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....
2
votes
1answer
17 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 ...
2
votes
1answer
58 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 ...
2
votes
1answer
17 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, ...
2
votes
1answer
42 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 ...
2
votes
2answers
125 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 ...
2
votes
2answers
33 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
1answer
26 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 ...
2
votes
1answer
29 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. ...
2
votes
1answer
76 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 ...
2
votes
1answer
66 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.
2
votes
2answers
61 views

Print merge document from case search files on wrong contact

I've already reported this as a bug but would love to help solve this - am hoping you guys can help point me in the right direction. (https://lab.civicrm.org/dev/core/issues/893) When 'Record ...
2
votes
1answer
20 views

Case Status at a Specific Time

I'm on Drupal 7 and CiviCRM 5.10 (yes, I'll update to 5.12 this weekend). I have a case with multiple case status: Active, Maintenance, Closed. When case activities are entered in the system, it doesn'...
2
votes
1answer
97 views

CiviCRM report for Case activities listing Case data

I would like to generate an Activities report (eg upcoming scheduled activities) which includes case data (eg case ID, case Subject, case Role contacts, case custom fields) of the case to which each ...
2
votes
1answer
35 views

Trouble searching for deleted cases

In Civi 5.5.3 (Drupal 7.59) I'm running into an error trying to search for deleted cases. In case search with our without additional parameters set, if I check the "Deleted Cases" box I get an error ...
2
votes
1answer
75 views

Civicase Report?

I am very new to Civicrm, and have gotten a lot figured out and some fixes applied on my own. I am trying to figure out the report features... and maybe very basic - but. I am looking to ...
2
votes
1answer
156 views

What are some best practices for inbound email handling with CiviCRM?

Our organization has grown past the point where one person can handle the inbound e-mail from our members. I'm looking for best practices from the community on how to handle this. We don't want to ...
2
votes
1answer
59 views

Inbound email formatting differs in Activities compared to CiviCase

Is it possible to include line breaks in activities created from inbound emails, given that this is implemented in CiviCase? If so are there any suggestions about how to go about implementing this? ...
2
votes
1answer
40 views

Display cases in contact summary tab in reverse order (ORDER BY id DESC)

I'm trying to display cases in reverse order in contact summary Cases Tab. I tried using hook called civicrm_searchColumns( $objectName, &$headers, &$values, &$selector ) and changed the ...
2
votes
1answer
29 views

Automatically transferring info from Casenote to indivudial client form

How do I automatically populate the individual contact form with information from the case note (civicase)? I'm using Wordpress. I'm using civicases for our intake sheets and I've chosen that because ...
2
votes
1answer
67 views

CiviCase tab not showing up on contact summary

When I open a case with a contact, the case tab does not show up on their contact summary. The case exists I can edit it through the case dashboard and it creates the correct relationships. I did a ...
2
votes
2answers
48 views

Link CiviCase with CiviAccounts

I was wondering how would you configure CiviCase to link with CiviAccounts. So for instance: you set up a new case to process a member's expense for train tickets. Can you link that from the case ...
2
votes
1answer
45 views

What does the “All Cases” dashlet actually display?

Does anyone know what the criteria are for a case to be displayed when using the "All Cases' dashlet? What seems to be clear is that what it doesn't display is all of the cases.
2
votes
1answer
90 views

/civicrm/civicrm/CRM/Case/BAO/Query.php Reported to Contain Malware by Wordfence

I'm testing Wordfence a WordPress security plug-in on our site. It reports that /civicrm/civicrm/CRM/Case/BAO/Query.php contains suspected malware. Is this true? We are running CiviCRM 4.7.2. Here'...
2
votes
1answer
80 views

How can I add additional clients to a case?

I want to be able to add additional clients to some cases. The ability to do this used to be configurable via the case settings XML file before the configuration got moved into the UI. What's the ...
2
votes
3answers
218 views

Cannot Assign Multiple Roles to Case

Using CiviCRM 4.6. In CiviCase I was unable to assign a second role on a case. I need to have a Case Coordinator AND a second assignee. In this case, an Event Rep. If I set the Case Type to use ...
2
votes
1answer
62 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, ...
2
votes
1answer
64 views

What's the best way to assign a case role via the API?

When you assign a case role through the UI it creates lines in the relationships and activities tables. I can't find an equivalent through the API - I can create the relationship (which then shows ...
2
votes
2answers
88 views

How to create a Drupal View of Open and Resolved Cases

Goal is to recreate the CiviCRM Summary of Involvement Dashlet in Views. Problem arises when I try to count both open and resolved Cases in one View. Table should look like: Columns: Case Type/Open ...
2
votes
1answer
35 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 ...
2
votes
1answer
36 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?

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