Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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1answer
33 views

Why, in Civicase, is 'other relationships' purely additive & why do they show up on every subsequent case?

If I manually add someone to 'Other Relationships' in Civicase by using 'Add members to Case Resources', then that someone then shows up in ALL cases under 'other relationships' - not just for the ...
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3answers
43 views

civiCase emails don't use case tokens?? Print/merge does? What am I doing wrong?

I have templates that use a range of tokens from the contact and the case, including standard case tokens and custom fields. i.e. {contact.display_name}   {case.id}   {case.subject}   {case....
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2answers
35 views

Unable to enable CiviCase [duplicate]

When I try to enable CiviCase I get a white screen of death and the following msg: "A fatal error was triggered: Could not create the MySQL views for CiviCase. Your mysql user needs to have the '...
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2answers
51 views

Case Details Report- Active Case Role filter

Trying to run a case details report for all cases of type "x" opened between a given date range. Noticed that not as many cases as expected show. On further investigation found that there is a ...
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1answer
43 views

How to duplicate a case

We often have batches of six to eight related cases which have much of the same content (relationships, custom fields, activities). I would like to generate new cases by cloning an existing case ...
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1answer
47 views

Unhandled Error when adding new Case

Using Joomla 3.8.6, CiviCRM 5.0.0, php 7.0.29, mysql 5.6.39 The following error has occurred since upgrading to 5.0.0. When adding a new case, I enter the minimum field data and click Save, and the ...
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2answers
50 views

Automatically setting a date for an activity being added by a sequence

I am attempting to set up a timeline for a set of case types. I made a sequence for a few activities. However, the scheduled date automatically sets to the current day. How do I get it so that when an ...
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1answer
32 views

Merging case types in CiviCase

I would like to consolidate the case types that I have created for CiviCase. Is there a way to merge two or more case types into a broader category so that the cases once assigned to these more ...
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2answers
21 views

Restrict CiviCase Status changes

Does anyone know how to restrict available CiviCase Status types based on what the current status is? I.e. I want not to be able to go to "application rejected" until it has passed through "...
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2answers
59 views

In CiviCASE how do I restore a deleted case?

If I've deleted a contact and it's related cases how can I restore the data from a backup? I've restored the records in civicrm_contact, civicrm_case, civicrm_case_contact, civicrm_activity, ...
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2answers
28 views

Can I add a timeline to a Case programatically?

Is it possible to Add a predefined Timeline to a Case from a hook, via API or otherwise? That is, duplicate the effect of a user clicking the "Add Timeline" button in a case?
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1answer
42 views

Upcoming activities in Case Control Panel - extend time span?

In the control panel for CiviCase by default you see activities scheduled for the next two weeks under "My upcoming activities". Is it possible to extend or control this timeframe? If so, how?
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3answers
170 views

CiviCase - how to use for tracking grants we are applying for?

I've been asked to use CiviCase for tracking grants that my organisation is applying for but am unsure where to start. I'm trying it out with sample data, so I've created a contact called "Dummy Grant ...
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2answers
109 views

Entity Relationship Between Grant and Case

I'm exploring Civicrm for a client that processes emergency grants for individuals with medical, and other issues. There is a process to fill out forms which often requires follow-up in the workflow. ...
1
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1answer
22 views

What are the pros and cons of using external xml files for CiviCase configuration?

In CiviCase since 4.5-ish there's been an admin screen for configuring case types. Before that it was done using external xml files, and they will still work. What are the pros and cons of each method?...
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1answer
23 views

How do I set a “Case Type Category” in the Compucorp CiviCase extension

I see that the Compucorp CiviCase module adds a new "Case Type Category" field to the database. However, I can see no way through the user interface to change it. This means, e.g, that I can't add ...
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2answers
61 views

Civicase report shows empty list

I have set up report to list the number of active cases, however the report doesn't show anything when I refresh results, even though there is a number of opened cases which show in the Case dashboard....
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1answer
39 views

Add custom fields to cases

Have managed to add custom fields to contacts, and have tried to do the same for cases. The option seems to be there, but they do not show up on the page for creating a new case. I can add custom ...
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1answer
69 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. ...
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1answer
30 views

After Upgrade to 5.10 unable to close Case

I get yellow screen with message as One of parameters (value: 2019-02-13 00:25:00) is not of the type Timestamp when i close the ongoing case. This use to work on 5.9.0 but recent upgrade to 5.10 ...
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1answer
84 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 ...
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1answer
42 views

Case Types page 'blank'

When I go to Administer > CiviCase > Case Types, that page has no content on it and the breadcrumb link at the top just says 'CiviCRM'. In the web console, I get this error when loading that page (I'...
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1answer
25 views

CiviCASE - edit / report on 'Detail'?

When creating a case, one of the fields is 'Detail'. It's a very useful description area for the case. However, can anyone point me to where it is then displayed or is editable? I can't find it on any ...
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1answer
38 views

If a civicase is reopened why isn't the Case Coordinator (and other roles) reinstated?

Client is wondering why when a Case is reopened it does not regain the Case Roles it had when it was closed. Seems a fair enough question. So perhaps the follow on question is - will a patch to fix ...
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1answer
46 views

Cannot add a new role to any case

In a Case, when I try to add a New Role, there is an Error warning. First I get the window to indicate Relationship Type and to Assign To:, then no role is added. Error API (EntitySetting, get) does ...
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1answer
149 views

Unable to enable CiviCase - Definer v Invoker problem maybe

Drupal 7, Civi 4.7.24 *******Updated at bottom********* I am unable to enable CiviCase. All other civi components are enabled. I was running 4.7.21 and attempted to enable it and got the following ...
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1answer
52 views

Reassign Case Role Not Working in 4.7

I'm on Drupal with CiviCRM 4.7.21. I have a case with John Doe as the "Manager." When I try to reassign the individual, I can select a new individual and the form will submit. However, nothing changes ...
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2answers
70 views

How to build reports or Views based on who the Manager is

We need some summary reports of Count of open Cases by Case Manager. Maybe overlooking something but not spotting these. Just getting to grips with how Case Manager is identified. Seems to initially ...
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1answer
45 views

How are CiviCase Case ID numbers generated?

I've assumed that CiviCRM simply allocates the next available Case ID number when a new case is created. Certainly it has always looked that way. However, on one site I work with where cases are used ...
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1answer
45 views

Activating component CiviCase failed

I want to activate CiviCase in admin/setting/component?reset=1 and this results in an "DB error". This is the error-log: CiviCRM_API3_Exception: "DB Error: already exists" [...] Entschuldigung, ...
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1answer
38 views

In 4.7 CiviCase, why does reassigning a role not delete the old one?

In 4.7, when managing a case, I try to reassign a role to another contact, but it adds a new one. It should delete the old relationship. The button is an 'edit' pencil and the hover text says '...
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2answers
63 views

FIne-grained Volunteer Management

There is a need to manage neighbor-helping-neighbor volunteers in Senior Villages (and similar). Senior Villages are mutual-support organizations, often without paid staff, which provide social, ...
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1answer
57 views

Search cases - find case by case role

I'm looking for a simple solution to allow staff to search for a case by Case Role in addition to client name. currently the search cases screen (civicrm/case/search?reset=1) has only the client ...
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1answer
119 views

How can I display only Cases without Case Managers using Drupal Views

I'm using CiviCRM 4.6.9, if it makes a difference. I want to use Drupal Views to display only CiviCase cases that do not have case managers. I feel as though I'm close... so close, but I'm not quite ...
1
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1answer
30 views

Why doesn't CiviCase API filter by case status when the client is specified?

This seems like a bug. I encountered it on Joomla with 4.6.8 and reproduced on the demo server. If I create a case and change the status to "Urgent", then use the API (including API explorer), it ...
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4answers
153 views

Civicase activity table default options

I would like to change two aspects of the Activities table on the Civicase summary screen. Change the default number of rows to be shown from 10 -> 100 Also have a filter to automatically hide the ...
1
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1answer
71 views

Civicase Dashboard - reordering case types

Running Wordpress 4.3 , and Civi 4.6.8. My organisation currently has around a dozen Case types, and we will soon have more. In the CiviCase Dashboard, these are listed under "Summary of Involvement"...
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1answer
54 views

How do I hide exposed filter options in Drupal View?

Using CiviCase and need to hide two case status' that we aren't using from Drupal Views exposed filters (Pending and Urgent). Pending and Urgent are disabled in the CiviCRM Case Status UI. Just want ...
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1answer
68 views

CiviCase Will Not Save Settings for Activities

I am using CiviCRM 4.5.5 on Drupal 7. When I go to the settings page for my Case configuration (Administer -> CiviCase ->Case Types) I can add activities to the list of activities and appears to ...
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3answers
61 views

CiviCase dashboard for individuals

In our system, based on imported data, we have the role of Pastor (whose parent is individual), and pastors are the only contacts with Drupal accounts. When a pastor logs in, they are shown the ...
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1answer
40 views

Is it possible to prevent a certain role from changing the activity status in a case activity?

The use case is that every user should see their cases and their activities, but only certain users (based on their Drupal roles and permissions) should be able to change the status of some activities....
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2answers
62 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
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1answer
37 views

How to assign Drupal's system roles to Case Role in CiviCase

I would like to Use CiviCase to manage my cases. I find that the Case Roles can be assigned to update the case. However, the Case Roles are not the Drupal's system user roles. (e.g. Administrator) ...
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1answer
33 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 ...
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1answer
19 views

Is there a function or extension that shows one view in a case containing the content of the Summary and Details fields of all activities

We are seeking to show, preferably in the management of a case not as a separate report, a list of the Summary and Details fields of all activities in a case. The goal is to promote the use of cases. ...
1
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1answer
49 views

After 5.18.4 Upgrade, Cases are Missing from the List

After Drupal 7.67 and CiviCRM 5.18.4 upgrades, when you click on add a case, the correct screen opens, you can enter data, then save, and the number of cases showing in the constituent summary is ...
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1answer
22 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. ...
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1answer
23 views

Default Activity Subject

Is it possible to set a default subject for specific Activity types? We would like to set a default text on the “subject” of each activity that can be created for a case.
1
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1answer
72 views

Auto-filing e-mails on Cases: Mail content not shown under details and attachment with extension .unknown created

I am trying to set up a workflow with CiviCase to automatically file clients' responses on their respective cases. According to the documentation, mails arriving in the e-mail-to-activity-Mailbox, ...
1
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1answer
58 views

CiviCRM 5.12.0 - Case API returning an Analyzer object containing XML and JSON. Only want JSON

I had a working script set up to create cases in CiviCRM using REST.https://domain.com/administrator/components/com_civicrm/civicrm/extern/rest.php?entity=Case&action=create&json=1&version=...

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