Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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58 views

CiviCase losing Relationship in Case?

Since upgrading to 4.7.3 on WordPress, some of our Cases seem to be losing a relationship role. They are not linked to the case from the contact record either, even after re-adding them to the case. ...
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1answer
57 views

Formatting of formatted text in print case and activiy audit

I'm sure this shoudl be fairly straight forward. I think i'm looking in the wrong place. When I try to print the report of a case (civicrm/case/report/print?) or undertake an activity audit of a ...
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1answer
38 views

Why did Case Type get stripped from all Smart Groups after upgrade to 4.6.9?

Drupal 7.41 After upgrade to CiviCRM 4.6.9, all Smart Groups that had a case type in the criteria were empty. When I looked at the criteria for each group, the case type was stripped from the search....
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0answers
59 views

Permission(s) to edit cases created by the user

I want to restrict a role to be able to create cases in CiviCase and be able to edit them. The "access my cases and activities" permission allows the role to create cases, but not to add new ...
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1answer
102 views

CiviCase My Cases Widget not working on main Civi dashboard

Wordpress 4.3 CiviCRM 4.6.8 Having trouble with the 'My Cases' Widget, as it appears on the Main Civi dashboard. Setting up the 'My Cases' widget only ever produces the error - 'There are no open ...
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2answers
55 views

Civicase . how to copy a timeline or sequence

we're setting up a few case types, each of which has half a dozen timelines. Once we have set up one timeline, is there any way of duplicating it? I imagine that the timeline definition is stored in ...
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1answer
231 views

AJAX problem in CiviCase - Administer Case Types

I'm getting the same effect as reported here. I'm trying to set up CiviCase, and all seems fine except when I try to Administer->CiviCase->Case Types I just get blank screen. The JavaScript console ...
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2answers
63 views

Would like to know how difficult customise CIVICRM ? did anyone contacted the partners ?

I am looking into customising CIVICRM for thinkForward UK. However I would like to know how hard and complicated customising the solution would be. Does anyone contacted the partners and ...
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1answer
59 views

How can we add case details and filtering to the CiviCRM dashboard?

In future CiviCRM versions would it be possible to added extra functionality to the civi case dashboard, specifically allowing the dashboard to use filters to display the data, e.g. order by contact ...
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1answer
19 views

Drupal Views and Case Relationships

I'm setting up a vew of cases of type "x" and using views relationships to pull in cases relationships such as "Case Worker for" Client- as well as client details. If, I have a ...
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3answers
48 views

Activity get API3 does not return case activity

Im using API3 to get activities My code is function hook_any_activity_get($cid,$type) { $params = [ 'contact_id' => $cid, 'activity_type_id' => $type, 'sequential' => 1, '...
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2answers
30 views

Adding a column for Document Links to the Activity table in CaseView

In the CiviCRM Case View, I want to add another column to the Activities table. Right now, the last column contains some links ("View", "Edit", "Delete") and one link to ...
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1answer
12 views

'Cases' option missing in Advanced Search - how to correct?

'Cases' are missing in Advanced Search (usually the last search item). The last 2 items I have are 'Mailings' then lastly 'Events'. I can't see any configuration option that sets this, so am puzzled ...
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1answer
34 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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2answers
50 views

Add new case: “Case Type is a required field”

When I try (on 4.6.18) to create a new Case, I get an error saying Case Type and Case Start Date are required, but no fields exist on the form to specify these? I have Case Types defined and enabled ...
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1answer
38 views

Other Relationships

I have tried starting over with CiviCase with the new interface as we had not used the XML based configuration. With the new case type I have a section called Other Relationships. The information in ...
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2answers
122 views

Case dashlets - what do they show and how can I edit them?

The CiviCase component includes two default "dashlets" that the user can place on their CiviCRM dashboard: 'My cases' and 'All cases'. It looks like these dashlets are showing only cases with upcoming ...
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1answer
16 views

Workflow for managing duplicate cases

We've found an issue where a member of staff has created a new case for an existing contact instead of adding an activity to an existing case (Training and documentation is being addressed) But it ...
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1answer
20 views

Why does my 'Delete Case' action in the case search report not work?

When I use the 'Find Cases' report (from the Case menu), and I select [Delete Cases] it does nothing. And it looks de different. Like this: CiviCRM version 5.34.alpha1 on Drupal: And besides that, ...
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1answer
18 views

Sort function for Activities in CaseView

I want to sort the Activity Types that appear in the dropdown menue in CaseView, when clicking "Add Activity". It should be sorted according to a determined order (based on frequency of use)....
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1answer
56 views

How do I request an issue to be moved to the paid issue queue when I did not create the issue?

I'm wanting to move this issue to the paid issue queue from gitlab. I'm not exactly sure what the steps are since I have not started the issue. https://lab.civicrm.org/dev/core/-/issues/1400 Are only ...
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2answers
47 views

Why are activities to do with a case hidden from contact records?

I have a case and it has some activities which are assigned to Betty. But when I visit Betty's contact record the activities are not listed there, neither is the case, in fact there seems to be ...
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3answers
143 views

With an upgrade to 4.7.3, Civicase has become inoperable

This is an addition to the question I asked last week. I have been using Civicase for 4 years and now I am unable to use it at all. Below I have provided more details about the problem that I did not ...
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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
44 views

Is it possible to make Case Resources a smart group?

I discovered via http://forum.civicrm.org/index.php/topic,35204 that the Case Resources available in CiviCase pull from the Case Resources group. Is there any way to make it use a Smart Group? If ...
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1answer
19 views

All CiviCase Functionality Gone Despite Component Being Enabled

All the CiviCase functionality has gone in our CiviCRM D7 (version 5.34.0) website even though the component is enabled. All the menu items for CiviCase are not there. I have flushed all caches, reset ...
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1answer
22 views

Adding a field to the Create Activity Form

I'd like to change the form that opens when adding an Activity to a Case (depending on activity type). Specifically, I'd like to add a field. I tried finding the fields I want to change in sites/all/...
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1answer
35 views

Unable to manage CiviCase cases

I've installed CiviCRM, and made sure my Drupal 8 role settings give Admins full permissions for CiviCRM. I am able to create cases for constituents, but cannot do anything else such as add Activities,...
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1answer
59 views

Webform CiviCRM Case Tokens

Has anybody had success in using the CiviCRM Webform Case autocomplete tokens? We are using the cases for case management and would like to give users an option to update an existing case via a custom ...
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1answer
60 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
23 views

How to alter the 'Manage Case' display so that it doesn't break with longer activity subjects

When working with cases, the subject field of the activities in the case is commonly set by users. When they enter a subject that is longer than about 30 characters, the display of the entire case, ...
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1answer
151 views

Set up for a Scheduled Reminder using case activity

Using Civi 4.7.8 (about to go 4.7.10) I want to create a scheduled reminder such that when the status of a custom activity type (which I've called 'Decision') changes to 'Completed', the case ...
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1answer
38 views

How to change the display of case listings to show and/or sort on case ID

My client makes extensive use of cases, and the case ID is an important identifier. CiviCRM tends to downplay the case ID, however, often placing more emphasis on the case subject, which isn't as ...
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1answer
36 views

Searching by case - would like to sort by subject - greyed out

When I search for Cases, the search results are sortable by clicking on any of the column headings except for Subject and Case Manager. I would like to order the results by Subject - either by ...
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1answer
27 views

Custom date field throwing DB constraint error “cannot be null”

I have a date field associated with a particular case type. When I try to create a new case, it is failing because the dates are empty. However, when I created the custom data, I did not make them ...
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2answers
33 views

Why am I getting error messages when trying to search for cases in CiviCase?

I am using Wordpress 4.4.2 and recently upgraded to CiviCrm 4.7.3. When I try to search for cases under the "find cases" menu, I keep getting the following error messages: Warning: Invalid argument ...
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2answers
49 views

Unable to access clients in CiviCase

I am using Wordpress 4.4.2 and recently upgraded Civicrm to 4.7.3 When I try to "manage" a case, that is, access the record itself, I get this message: Sorry but we are not able to provide this at ...
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1answer
42 views

CiviCase Error.. Help!

I am getting an error when I click manage case. Looks like it has something to do with custom fields for a custom field type (DLSE Claim). Wordpress 4.4.2 CiviCRM 4.6.11 This happened after ...
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3answers
44 views

Determine client of new case from within hook

I'm setting up CiviCase with a new case type of 'Press Release'. We only have one press officer, but want other staff (those who more often deal directly with our members) to be able to open cases. So ...
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1answer
39 views

How can I show only Cases that have no Case Manager?

I asked a similar question recently, but I wanted an answer specifically for Drupal Views. I'm broadening my scope now. I thought I had an answer to my question via Case Reports. I can show only ...
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1answer
72 views

Why don't links work from CiviCase Dashboard to filter by case type?

This works correctly on the Joomla demo server with 4.6.0, but not on my Joomla with CiviCRM 4.6.8. Not sure if this is a problem with the more recent CiviCRM versions, or something else in my ...
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1answer
24 views

CiviCase: Accordions not toggle (“Roles” “Activities”). Menu Options (“Add Activity” etc.) not “auto-trigger,” Admin menus at top of screen not open

CiviCRM 4.6.8; Drupal 7.39 Everything seems normal when I go to the dashboard initially. I click "Manage" to open a previous case. On the case management page that follows, pretty much all menus and ...
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2answers
54 views

Upgraded CiviCRM 4.4.6 to 4.5.4; Case is adding but its not showing?

Upgraded civicrm 4.4.6 to 4.5.4. Case is adding but its not showing? I am using drupal-7.22.
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2answers
29 views

Issue in sections of civicrm that use /civicrm/.*/#/.* using LEMP

So civicrm case and extensions like simple donate use a path that includes the # character. When running on apache these work fine, but when I moved the site over to nginx, they stopped working. so I ...
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0answers
29 views

Documenten document extension - backfilling documents

I was testing out the functionality of the Documenten extension as it looks promising. (We use CiviCase heavily and are starting to scan some paper files and add them to cases.) The blog post here: ...
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1answer
19 views

civiCase missing relationships to reports and new system category

I am getting errors about a missing case relationship to reports: [error] $Fatal Error Details = Array ( [callback] => Array ( [0] => CRM_Core_Error [1] => exceptionHandler ) [code] => -19 ...
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2answers
37 views

Normal to have API error while saving a Case Type?

I'm on CiviCRM 4.6.18 and Drupal. When I save a case type, I keep getting an error on the top right that says "API error: DB Error: already exists." I'm not sure if this is causing another issue I'm ...
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2answers
30 views

Workaround Duplicate Label

I noticed that all labels in the "Activity Type Options" and "Custom Fields" cannot be the same. For example, if I wanted to add a "Medical Assessment" activity type, I cannot use the same label again....
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2answers
63 views

How can I have a repeating activity in a case standard timeline?

I am currently exploring CiviCase. I like to setup an activity that tracks the progress of the client every 6 months. Is this possible with a case standard timeline? I can't predict how many times ...
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1answer
31 views

Problem with imported case activities not appearing in the case record

Identical issue to: https://forum.civicrm.org/index.php?topic=32904.msg140249#msg140249 which was never solved. Manually inserted a case with all of the tables mentioned in the post, yet it doesn't ...

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