Questions tagged [civicase]
civicase identifies issues related to the CiviCase CiviComponent.
411
questions
2
votes
2
answers
70
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 ...
- 2,488
2
votes
1
answer
28
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'...
- 1,173
2
votes
1
answer
39
views
Are case activity revisions no longer working?
Not sure when this changed. I'm using the master branch. There's a couple related things:
The default for "logging" on the Misc admin screen is off, but so is the default for "Enable Embedded ...
- 21.7k
2
votes
1
answer
111
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 ...
- 1,278
2
votes
1
answer
37
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 ...
- 2,488
2
votes
1
answer
97
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
1
answer
189
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
1
answer
78
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?
...
- 1,835
2
votes
1
answer
47
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 ...
- 213
2
votes
1
answer
35
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
1
answer
76
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 ...
- 2,488
2
votes
2
answers
57
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 ...
- 21
2
votes
1
answer
47
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.
- 3,935
2
votes
1
answer
98
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'...
- 371
2
votes
1
answer
105
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 ...
- 3,935
2
votes
3
answers
258
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
1
answer
77
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 ...
- 2,000
2
votes
2
answers
96
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 ...
- 1,821
2
votes
1
answer
41
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 ...
- 11.8k
2
votes
1
answer
37
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?
- 31
2
votes
0
answers
38
views
No instantiation of Case tokens in mails sent by CiviRules
I am trying to send emails (with case tokens) with CiviRules but I do not get the tokens instantiations.
The environment: I use CiviRules, Compucorp CiviCase. I have activated email Api extension, ...
- 21
2
votes
1
answer
34
views
CiviCase Issue when viewing case file
I'm having a major issue with Civicase,
Anytime I try to view or search for a case file, I'm getting an error. I have no problem creating new case files, I have no problem creating new case types, ...
- 65
2
votes
1
answer
58
views
email activity - any solution to being able to preview like print/merge document?
When using the single email activity (not civimail) is there a way of previewing the email - with the tokens replaced - like in print/merge document?
I had a quick fiddle with coding a button for it, ...
- 201
2
votes
0
answers
62
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
1
answer
88
views
CiviCase permissions break My Cases dashlet
CiviCRM 5.14.0 Drupal 7.67
Users with CiviCase permission "access all cases and activities" have no issues, but users with "access my cases and activities" get an error ("DataTables warning: table ...
2
votes
0
answers
58
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 ...
- 21
2
votes
0
answers
29
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 ...
- 2,488
2
votes
0
answers
40
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 ...
- 113
2
votes
1
answer
66
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
1
answer
156
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" ...
- 445
2
votes
0
answers
85
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 ...
- 121
2
votes
0
answers
67
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 ...
- 3,935
2
votes
0
answers
112
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 ...
- 181
2
votes
0
answers
109
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 ...
- 181
1
vote
2
answers
218
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 ...
- 91
1
vote
2
answers
166
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 ...
- 31
1
vote
2
answers
55
views
Is it possible to open a case for a (smart) group of contacts?
I've defined a smart group and I've defined a case type. And now I'd like to open this case type for all contacts in a smart group. Is this possible? The alternative would be to click into each ...
- 163
1
vote
2
answers
46
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 ...
- 1,302
1
vote
1
answer
73
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 ...
- 1,880
1
vote
1
answer
154
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 ...
- 553
1
vote
4
answers
141
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 ...
- 11
1
vote
1
answer
40
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 ...
- 4,720
1
vote
1
answer
36
views
Enable CiviCase component programatically
I am working with CiviCRM 5.59.3, and a drupal module that integrates with CiviCase. How can I check if the CiviCRM component is enabled and enable it if it is disabled? I need to do this with php.
- 111
1
vote
2
answers
60
views
Advice on implementing workflow, involving opening new case for contact created by profile
I would like to implement the following workflow: a "potential church volunteer (PCC)" fills in his or her details in a profile hyper-linked to from a WordPress website. This creates a ...
- 163
1
vote
1
answer
42
views
"Find Cases" Page Not Found
It suddenly appears that my users get a "Page Not Found" when they click on the "Find Cases" link. It works for me as an admin, but I can't figure out what user permission is ...
- 1,173
1
vote
1
answer
22
views
Case member to a single case
How can I add more members to a specific case?
Use case: We have group of people working on a case however these groups won't have same members everytime. How can add group of people specific to a ...
- 498
1
vote
1
answer
28
views
Sending CiviCRM outgoing SMS on a case
It doesn't appear that CiviCRM can send an outbound SMS via an activity on a case. The outbound SMS activity shows as a normal activity, rather than the send SMS screen. Is this normal / expected ...
- 479
1
vote
2
answers
86
views
How to split CiviCRM multiple database values with SQL?
The CiviCRM database stores multiple values as a varchar field (a string with separator characters). For example, the IDs 3, 9 and 15 are internally saved as #3#9#15# (where # is in fact the character ...
- 463
1
vote
1
answer
31
views
Marking Activities with Priority "urgent" in another color
In the CiviCRM system I work on, activities created for a specific case can have the priority "normal" or "urgent". This attribute is set by the user when creating the activity ...
- 463
1
vote
3
answers
91
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....
- 201