Questions tagged [civicase]

civicase identifies issues related to the CiviCase CiviComponent.

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41 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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54 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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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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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
139 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
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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
34 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
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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
31 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
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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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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
43 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
71 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
52 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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1answer
14 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
34 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
29 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
58 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
30 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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0answers
35 views

In 4.7 CiviCase relationships are being inserted the wrong way round: bug or feature?

On the 4.7 Drupal demo site I created a case of type 'Housing Support' for Rebekah Adams. I added Beulah Barkley as the 'Benefits Specialist. My user (Test Test in the demo) was the 'Homeless Service ...
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3answers
87 views

CiviCase error “required params missing”

I'm getting a fatal error in the popup when trying to edit Case details (eg Type, Status) by clicking on the grey pencil in the contact summary. This has only happened since I moved the installation ...
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0answers
22 views

CiviCase - cannot change summary

When I try and make changes in the Summary on CiviCase (i.e. change status or type) I get the error message: required params missing. Any ideas on what is causing this and how to fix it?
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1answer
50 views

Custom activity types do not appear in report filter

When creating a report from a template (specifically the Activity Report) custom case types are not available in the filter list.

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