Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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2
votes
1answer
157 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 ...
2
votes
1answer
38 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
92 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
52 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
60 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
76 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
51 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
198 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
31 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
30 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
21 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
60 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
56 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
57 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
80 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
34 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
65 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
147 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
54 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
37 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
62 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
37 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
44 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
87 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
72 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
203 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
57 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
57 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
86 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
34 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?
2
votes
0answers
33 views

Civicrm Angular Module system generated files keeps growing exponentially

Does anyone know why the angular-modules system generated files in the contribute/dyn keeps growing at en exponential rate. Also clearing the cache doesn't seem to delete these files. We have more ...
2
votes
0answers
50 views

Network Error Related to CiviCase After Recent Upgrade to 5.8.2

I am new here and not an IT person so hopefully I ask this question correctly and with enough detail. We upgraded over the weekend from CiviCRM 4.7 to 5.8.2 (drupal) and each time I login to the ...
2
votes
0answers
28 views

Search primary details only, turned off - duplicate/additional case export lines

The additional feature to choose whether or not to search primary details only (introduced somewhere in Civi 4.7) has an undesirable effect on case exports - with the preference set to 'no'. As an ...
2
votes
0answers
31 views

Timeline not working as before in case activities after upgrade from 4.7 to 5.1

I have a scenario in civicase > Case Types with a Timeline with multiple activities inserted in the following way: Activity Status Reference Offset Select Meeting Scheduled Meeting 7 Newest Meeting ...
2
votes
1answer
52 views

Cannot edit CiviCase Activity Status from list view

From the List view of CiviCase Activities of a case, I cannot edit the "Status" of an activity; the drop down flashes and then goes back to current status. To edit, I have to click "edit" and go into ...
2
votes
1answer
99 views

Case status “status class” - what is it used for?

I can see that the status class (opened or closed) will end case role relationships, but is it used for anything else? edit for clarification: Each case status has a "status class" - open is "opened" ...
2
votes
0answers
75 views

creating case types with different component than CiviCase for attached activity types

We created an extension for tasks management which define a new civicrm component called CiviTask .. I want to create 4 case types (with attached activity Types set and a standard timeline ) when ...
2
votes
0answers
55 views

What are the optimal settings to enable a Drupal webform to create a case and populate an activity within the case?

I have a case configuration that includes a specific activity type (lets call it activity type A) in the standard timeline. This is useful for users who want to create and manage a case directly ...
2
votes
0answers
101 views

Sending scheduled reminders in civicase

I am trying to set up a scheduled reminder from an activity in Civicase. The options in scheduled reminders are these: I presume what I need to do is send reminders to "Activity Assignees" - that ...
2
votes
0answers
99 views

CiviCase - cannot save

I am part way through setting up CiviCase. All went well until all of a sudden I get this error message: "Sorry an error occurred and your information was not saved" Is there a limit to the number ...
1
vote
2answers
154 views

cases - change case roles

I try to change the role of a case. - Case coordinator (case manager) is manuel berger. - I click on reassign case coordinator - Enter a new name and click save then the following error massage ...
1
vote
3answers
57 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 ...
1
vote
2answers
126 views

Check custom data field value change to trigger activity status change

How would you recommend to check data change (with pre and post values) on a custom field (attached to a case) and then to mark an activity in that case as completed? I have looked at hooks like ...
1
vote
2answers
34 views

Unable to manage case tags

Im getting this error when attempting to add tags to a case. If I create a case and add tags at the same time, they get added. If I subsequestly try to remove a tag, no problem. If I subsequently ...
1
vote
1answer
34 views

Assigning case roles via webform?

I have inherited a Drupal + CiviCRM 4.7 site which uses CiviCase to track applicants for an award. The applicant is the case client, and each case (nomination) has up to three judges assigned, who are ...
1
vote
1answer
133 views

Permission role to access Cases when using Volunteer?

The context is Drupal 7 w/ CiviCRM When a contact/user given in Drupal, want to access Cases (with full Volunteer & Case permissions given), there is an warning : Warning: Declaration of ...
1
vote
4answers
88 views

How can I import e-mails to CiviCRM?

I would like to be able to select and import one or more e-mails from my external inbox, into the Activities of a Case, creating a new activity. Is this possible and if yes, how? Who is familiar with ...

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