Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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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
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
24 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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2answers
39 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
73 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
59 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
31 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
28 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
28 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
27 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
53 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
52 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
30 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
58 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
56 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
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 ...
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1answer
84 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
64 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
60 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
61 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
65 views

Custom Case Fields do not work in Drupal Views

I have correctly setup views to work for civicrm fields and am also using the civicrm entity module for Drupal to expose fields. In my testing it seems like the custom fields work for certain types of ...
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1answer
86 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
95 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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1answer
25 views

CiviCase - Having issues

When trying to add a record in case, I get the above screen. I was originally having an issue with editing Case Types. Even trying to enable or disable wasn't working. Since updating to 4.7.3 the ...
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1answer
100 views

CiviCase Users Unable to Edit & Add Activities on Cases They've Been Assigned [duplicate]

We have assigned the Wordpress Access Control permission “CiviCase: access my cases and activities” to a variety of users who we want to assign case roles to. The description of “CiviCase: access my ...
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2answers
70 views

CiviCase Use Examples for Donor/Grant

I was wondering if anyone would mind sharing some screen shots of your setup of CiviCase to track donor and/or grant interactions. The only samples I can seem to find are affiliated with more ...
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1answer
72 views

How to show CiviCase activities in client Actions dropdown?

I would like to create an extension that pulls in activity types from CiviCase and allows creating those activities against a client record using the "Actions" dropdown on the Client Summary page. If ...
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1answer
27 views

Case Overview Button Not working [closed]

I'm using Civi CRM as a local Healthwatch. I can't see an overview of cases - when I click the button, or try to enact a search, the page below shows. Any idea how to fix it? TIA!
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1answer
50 views

Database constraint error on enabling CiviCase

I'm running civicrm 4.4.20 on the latest Joomla 3.4.5. When I try to enable CiviCase I get an database constraint error (see below). [code] => -3 [message] => DB Error: constraint ...
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1answer
52 views

Change Case summary report to group by Case ID

When civicase is configured to have multiple case clients, the summmary report (report class: CRM_Report_Form_Case_Summary) shows one line for each client. I'm trying to change this to show only ...
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1answer
64 views

How do you create a new custom table tied to case type?

Drupal 7.39 CiviCRM 4.6.8 Webform Civi Integration version 7.x-4.11. None of our case managers see any of the Civi back-end. All of their interaction is through Drupal, Views and Webforms. This ...
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1answer
39 views

Why is the list of relationships presented when adding an additional role to a case different from those presented when configuring a case?

The list of relationships presented for selection when configuring a case type are B to A Relationships. The list available from which to add roles to cases contains A to B relationships. Is this ...
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1answer
37 views

Record which timeline created an activity

I want to record which timeline created a given activity. The purpose for this is so, at a later date, I can see all the activities created by a particular timeline for a particular case. With ...
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1answer
140 views

How can I modify what is displayed on the civicase dashboard?

currently it shows Contact / Subject / Status / Type / Mt Role / Manager / Most Recent / I want it to show Contact / Subject / Activity Status / Custom field 1 / custom field 2
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1answer
99 views

Send an Email from CiviCase

is there a way I could add the "Send an Email" activity to the CiviCase timeline? I was hoping to file an activity in the timeline so that x number of days from the Open Date, the user can "Send an ...
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1answer
62 views

Webform: Only Open Case if Condition is True

I am just starting to learn the Webform integration with CiviCRM. I know that I am able to open a case via the webform module. However, I only want to open a case if a condition is met. For example, ...
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1answer
36 views

Which email address should the printed Case Report present for the Case Manager in the Role Section of the Report?

The Case Report presented when the Print Report link is selected does not present the primary email for the Case Manager when the Case Manager has more than one email. Should it present the primary ...
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1answer
170 views

Tags used for Cases, Activities or Attachments in Drupal Views?

We are trying to achieve a hierarchical approach to some of our case types by using case tags. It works great on the back-end, but if I try to filter a view by the case tag, I get no results. In the ...
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1answer
84 views

Linking CiviCase with a CiviEvent

This one may have an obvious answer, but I just cant seem to find a simple solution. Running Wordpress 4.2.2 CiviCRM 4.6.3 In a nutshell We want to use CiviCase to coordinate Event management. The ...
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2answers
100 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 ...
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1answer
52 views

How do I automatically make roles inactive when case is resolved

CiviCRM Version 4.5.6 Looking at some case types (it seems to work for other case types) where after case status has been changed to "resolved," case roles remain active. Is there a way to ...
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0answers
38 views

Wordpress role permissions to access (administer) their cases?

I have a "volunteer" role that could be assigned as a case role. At the same time I've configured that role with: access_my_cases_and_activities, basic_case_information and other general ...
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1answer
28 views

CiviCase dashboard shows cases for invisible contacts

iam using CiviCRM 5.25 and Drupal 7.71. I have a bunch of acls running to limit the access to contacts, so with using CiviCase it controls the limited access for case managers to contacts, or more ...
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1answer
22 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, ...
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0answers
20 views

Has anyone figured out how to use activity end time on a webform instead of duration?

I've installed civi for many organizations and every single one of the groups would prefer to select an end time for activities instead of duration. Ideally I'd like for them to enter the activity's ...
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0answers
17 views

Civicase not appearing in Spark despite being enabled

I have purchased CiviCRM Spark and have walked through the set up list. I have activated civicase and it isn't appearing on the menu at all. I've logged in and out three times and waited at least two ...

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