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Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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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 ...
emma's user avatar
  • 493
1 vote
1 answer
32 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 ...
emma's user avatar
  • 493
1 vote
3 answers
103 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....
Simon Walden's user avatar
1 vote
1 answer
74 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?...
Demerit's user avatar
  • 23.3k
1 vote
2 answers
37 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 '...
Andrew Himes's user avatar
1 vote
2 answers
64 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 ...
Craig Almond's user avatar
  • 2,037
1 vote
1 answer
82 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 ...
Jern's user avatar
  • 1,302
1 vote
1 answer
51 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 ...
Jern's user avatar
  • 1,302
1 vote
2 answers
54 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 ...
Daniel dela Torre's user avatar
1 vote
1 answer
48 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 ...
Leslie's user avatar
  • 103
1 vote
2 answers
28 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 "...
JohnFF's user avatar
  • 2,343
1 vote
2 answers
91 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, ...
Jon-man's user avatar
  • 846
1 vote
2 answers
41 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?
Norris's user avatar
  • 870
1 vote
1 answer
47 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?
thoni56's user avatar
  • 1,241
1 vote
3 answers
211 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 ...
Lara's user avatar
  • 11
1 vote
2 answers
143 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. ...
Sonicthoughts's user avatar
1 vote
1 answer
18 views

leftpane region is null in Case -> Audit getActivities() when making case report

When making case report with all activities, AuditConfig -> sort() is prompting uasort parameter null error instead of array. Initial finding is that in https://github.com/civicrm/civicrm-core/blob/...
darkmode's user avatar
1 vote
1 answer
67 views

"Open Case" page customization?

I did some significant customization of CiviCase over a year ago for an agency I work with. It was all through the front end with custom fields and the like, not any programming at the time. They ...
kapn's user avatar
  • 919
1 vote
1 answer
28 views

Why do my site permissions mean a volunteer user role can see activities in the Activity tab, but then not see them when moved to case?

Civi 5.42 D7 I have set up a case system for our organisation to allow "Volunteer Counsellors" to access civi, see the clients they are allocated to and manage their clients' cases. The &...
Craig Almond's user avatar
  • 2,037
1 vote
2 answers
220 views

Multiple "Mail delivery failed" Emails

In the past month, I've been receiving a lot of junk/spam emails from CiviCRM. The email is titled "Mail delivery failed: returning message to sender" with the message: This message was ...
Kristine's user avatar
  • 1,173
1 vote
2 answers
58 views

It is possible to receive an alert when we have an action planified?

I would like to receive a notification when I plan a future action in Civicase ? For exemple, if I plan to call a prospect next monday, is it possible to have at 9 am an alert on the following monday ...
Marine Lumalé's user avatar
1 vote
1 answer
35 views

Assigning existing activity to case via api fails silently - is deprecated activity revisions necessary?

Gurus, it seems that api3 civicrm_api3('Activity', 'create', [ 'id' => 1234, 'case_id' => 12, ]); does not assign the activity to the case. From my reading of funtion ...
nielo's user avatar
  • 1,304
1 vote
1 answer
27 views

Word limit on Case Details

After updating to CiviCRM 5.27.0 on Drupal, a user reports that pasting large text content in the "Details" box in CiviCase activities cutoff the text. Is anyone else seeing this issue?
Kristine's user avatar
  • 1,173
1 vote
1 answer
66 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 ...
Jon G - Megaphone Tech's user avatar
1 vote
2 answers
70 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....
Marian Zastawny's user avatar
1 vote
1 answer
53 views

Can nomination be part of the workflow for CiviCase?

Historically, I've used CiviCRM for events and member management. I've never used CiviCase, but I think this situation probably calls for CiviCase. Any insight will be helpful. In short, the client ...
LyonsDigital's user avatar
1 vote
1 answer
101 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 ...
user6861's user avatar
  • 105
1 vote
1 answer
105 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, ...
Joachim's user avatar
  • 509
1 vote
1 answer
33 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 ...
FullStack-Dev's user avatar
1 vote
1 answer
59 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'...
Aaron's user avatar
  • 61
1 vote
1 answer
30 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 ...
Oddjob's user avatar
  • 43
1 vote
1 answer
53 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 ...
petednz - fuzion's user avatar
  • 28.4k
1 vote
1 answer
58 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 ...
Ichi's user avatar
  • 553
1 vote
1 answer
172 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 ...
frTommy's user avatar
  • 1,411
1 vote
1 answer
65 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 ...
Kristine's user avatar
  • 1,173
1 vote
2 answers
83 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 ...
petednz - fuzion's user avatar
  • 28.4k
1 vote
1 answer
64 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 ...
Graham's user avatar
  • 4,065
1 vote
1 answer
51 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, ...
Benedikt Kaleß's user avatar
1 vote
1 answer
42 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 '...
Ken West's user avatar
  • 1,047
1 vote
2 answers
72 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, ...
Robf's user avatar
  • 181
1 vote
1 answer
66 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 ...
Bruce's user avatar
  • 137
1 vote
1 answer
151 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 ...
Squishus Tyrannicus's user avatar
1 vote
1 answer
35 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 ...
Norris's user avatar
  • 870
1 vote
4 answers
166 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 ...
Bruce's user avatar
  • 137
1 vote
1 answer
97 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"...
Chris Dubrow's user avatar
1 vote
1 answer
72 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 ...
pmoz's user avatar
  • 1,821
1 vote
1 answer
80 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 ...
Steve's user avatar
  • 137
1 vote
1 answer
73 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, ...
Kristine's user avatar
  • 1,173
1 vote
3 answers
76 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 ...
Richard Grevers's user avatar
1 vote
1 answer
51 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....
ErikH - CiviCooP's user avatar

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