Questions tagged [civicase]
civicase identifies issues related to the CiviCase CiviComponent.
411
questions
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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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2
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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 '...
- 113
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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 ...
- 2,037
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answer
79
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 ...
- 1,278
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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 ...
- 1,278
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2
answers
53
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 ...
1
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1
answer
47
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 ...
- 103
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2
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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 "...
- 2,343
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2
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83
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, ...
- 836
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37
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?
- 870
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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?
- 1,231
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3
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202
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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 ...
- 11
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answers
140
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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. ...
- 1,642
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1
answer
54
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 ...
- 791
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24
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 &...
- 2,037
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2
answers
189
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 ...
- 1,173
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2
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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 ...
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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 ...
- 1,294
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2
answers
122
views
Which CiviCase? Compucore or V5?
I am trying to understand which is the 'latest' version of CiviCase to upgrade to, is it:
https://github.com/compucorp/uk.co.compucorp.civicase
or
https://github.com/civicrm/org.civicrm.civicase
Can ...
- 621
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1
answer
26
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?
- 1,173
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62
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 ...
- 38.5k
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2
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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....
- 417
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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 ...
- 633
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94
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 ...
- 105
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answer
100
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, ...
- 509
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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 ...
- 498
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answer
58
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'...
- 61
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answer
29
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 ...
- 43
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52
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 ...
- 28.1k
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answer
57
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 ...
- 553
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169
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 ...
- 1,411
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answer
64
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 ...
- 1,173
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82
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 ...
- 28.1k
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62
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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50
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, ...
1
vote
1
answer
41
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 '...
- 1,037
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2
answers
71
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, ...
- 181
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65
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 ...
- 137
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139
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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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 ...
- 870
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165
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 ...
- 137
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92
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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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 ...
- 1,821
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79
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 ...
- 125
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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, ...
- 1,173
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3
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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 ...
- 375
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49
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....
- 11.8k
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26
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"malformed locale" error when merging document
We're using CiviCase as a project tracker and document generator. It has been working fine, but I had to recently move the site to a new server. The directory structure, domain, database all stayed ...
- 791
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169
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error "Cannot add TextRun in TextRun." when generating docx file in CiviCase
I have customized CiviCase for a client who is using it to manage project grants. Things have gone pretty well overall. There are many custom fields and several related document templates in use. &...
- 791
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26
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Meaning of "Search Cases with Upcoming Activities" in "My Cases" dashlet
For a case with overdue (not yet completed) scheduled tasks, checking the "Search Cases with Upcoming Activities" in the "My Cases" dashlet correctly displays the next upcoming ...
- 163