Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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2answers
71 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
33 views

Can not add both Individual and Organisation to case

When a case is created one contact is added. But later, when I want to add another contact, sometimes that is not possible. I've figured out, I think, that if the first contact is of one type, ...
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1answer
53 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
48 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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2answers
60 views

How to implement nested repeating fields?

Please could I have some suggestions on how to meet this requirement: I need to be able to add a support plan to a contact. The support plan has an indeterminate number of goals. Each goal has a type,...
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1answer
122 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 ...
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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
157 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 ...
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1answer
75 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
55 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
69 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
62 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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1answer
9 views

Changing display on CiviCase search results

Currently, when I search using Find Cases on CiviCase, the results are displayed in 9 columns: Client, Subject, Status, Case Type, My Role, Case Manager, Most Recent, Next Sched., Actions. We don't ...
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1answer
39 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 ...
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1answer
128 views

Create array in Smarty template

I want to modify the Smarty template sites/all/modules/civicrm/templates/CRM/Case/Audit/Report.tpl. I want to complement an existing foreach expression with comparing the incoming variable $group....
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2answers
46 views

Change permission to “Print Report” in CiviCase

I want to modify CiviCase so that every user with the right "view my cases and activities" can see and use the "Print a Report" button in the Case View. Right now, this is only ...
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1answer
20 views

How to set a Task or Communication in Compucorp new CiviCase

After creating new Activity Type either Task or Communication, I cannot see them in the Option for new Task or Communication. Even after the Caches cleared, the Task remains empty and Communication ...
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1answer
33 views

CiviCase: Migrate historical logs

Since installing the new CiviCase extension (very nicely done, btw!), we see the following warning in our System Status: This database includes ~10 historical activity revisions based on the legacy ...
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2answers
87 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 ...
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1answer
40 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
45 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. ...
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1answer
53 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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2answers
42 views

How to remove an activity from a case or file an activity on several cases

I have an Email activity that I sent to several contacts. Each of those contacts has an active case open. My intention was to file that email on each contact's case so that I see it when I review ...
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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.
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1answer
82 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, ...
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1answer
62 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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1answer
33 views

CiviCase Attachment

1) I would like to know where the attachments for CiviCase are kept ? Can we configure it to use an external storage like Firebase storage. 2) How do you use the APIs to put the attachment as well ?
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2answers
29 views

How to obtain user input from an API call

This may be a stupid question - sorry if so. I am writing an API function to create a new case, and I want it to pre-fill the New Case form with field contents based the case source contact and two or ...
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1answer
31 views

How to identify case activities in find activities or advanced search

In Activity Detail Reports I can set a filter to include or exclude case activities. Is there a way of filtering activity searches in a similar fashion?
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1answer
29 views

In Civicase - reports ignore 'Order' on 'Status' and use status id instead?

When I run a Civicase report and request it to be sorted by 'Status' the sort order comes out according to the id of the status record (ORDER BY case_civireport.status_id). Whereas I have updated the '...
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1answer
15 views

CiviCase - remember user choices in search filters for activities

We are using CiviCRM 5.5.3 and CiviCase on Wordpress 4.9.8 Similar to "make activity filter user preference an optional setting" CRM-20799 we wish to make the system remember user choices in case ...
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1answer
58 views

Civibuild Vagrant - drupal-case build?

Hey all Just found the Civibuildkit using Vagrant - made my day as they have a build that was useful for me to test and work on for my site. My question is: Is there some one out there that can help ...
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1answer
54 views

Missing Custom Activity Field Data When the Activity is Filed on a Case.

As the title states. Data that I enter into custom activity fields, is saved and I can view that saved data from the Activities tab in the Contact Summary. Like this: But after the activity is ...
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1answer
33 views

Civicase- order results in find case

Following links in Civicase dashboard (4.6.38) normally takes you through to a set of search results in the Find Cases search. Initially cases are displayed by client name, alphabetically. There are ...
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1answer
60 views

How to add a secondary Case Role that has access to Activities they are not 'on', eg ones that existed before they were added

We want to add a secondary case role that is similar to Case Manager with slightly less permissions (eg cannot change/add case roles, can't delete case etc). We have a relationship that can be added ...
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1answer
57 views

How to expose the civicase hashed value that gets sent in Subject when sending an email from case

Happy to be told we are going about this wrong. SCENARIO: Case Manager gets sent an email from an external source to their private/organisational email address. They want to forward/resend to it ...
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1answer
59 views

How to add a custom field in Civicase that can be retrieved later?

My question sounds simple, but... to explain. We are using Civicase to manage mentoring. I want to add from 1 to 6 mentoring goals for each case - these would be text fields individual to each case. ...
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1answer
31 views

Restrict case clients to organizations?

Is there a way i could restrict case clients to organizations only when creating a new case? Wouldn't necessarily need to only show orgs in the autocomplete search, as long as submitting was ...
1
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1answer
90 views

Debug PseudoConstant

I noticed recently under my Drupal "recent logged messages", I've been getting errors logged with the message: "Deprecated function, use CRM_Core_PseudoConstant::getKey Array ( [civi.tag] => ...
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1answer
35 views

Confused About API Results

Right now I am using the API Explorer (in 4.7.21) just to get the pieces I need for some custom code in Drupal. I am just very confused about what the API Explorer is returning. I am guessing this ...
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1answer
65 views

CiviCase case closed and remove remaining activities

On CiviCase, if you setup the standard timeline to be: Open Case Phone Call to Confirm Interest (offset, 2 days) Setup Meeting (offset 7 days after phone call) Case Closed This example here will ...
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1answer
61 views

How to change the Email that get notified when a new case is opened

I am new to Civi CRM, been reading the docs and can't for the life of me find where to set what email gets notified when we open up a new case.
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1answer
62 views

Case status change to a closed status does not update the end date and relationships of the case

When I change the case status with the API to a case stated which is Closed. Then the end date of the case and the end date of the case roles is not set. When I change the case status from the user ...
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1answer
96 views

Case Type page blank

This is super strange. We've tried the latest CiviCRM 4.7.10 clean installed on BOTH the latest Wordpress AND Drupal 7.50 and in both installations, going to Administer > CiviCase > Case Types results ...
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1answer
36 views

Geocoding: Can you only use it for contacts?

I want to use Geocoding on Cases. My cases have specific locations and I would like to input an address and then use Geocoding. Can this be done? Thanks
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1answer
96 views

Updating Custom Form Value via jQuery not Saving to Database

I have been charged with developing CivicCrm for my place of business. The company I work for is a nonprofit and we help people with disabilities both mental and physical. The Department that deals ...

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