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Results tagged with activities
Search options not deleted
user 415
CiviCRM's means of keeping track of all sorts of interactions with contacts: e-mails, meetings, donations, event attendance, etc.
0
votes
Civicase activity table default options
I'm trying to make the same change in 4.7, but everything seems to have changed. Where should I be looking now for these CiviCase activity table display tweaks? Thanks.
- 1,302
2
votes
3
answers
84
views
Edits not saving in Case Activity Tab since 4.7.4 upgrade
If I edit an activity (eg the date or the status) in the Activities tab of the Manage Case page, I get the confirmation message "[activity name] saved". But the edit is not saved. …
- 1,302
1
vote
Edits not saving in Case Activity Tab since 4.7.4 upgrade
Verified now that the issue is a general problem with CiviCase in Drupal, Joomla and Wordpress versions. I have raised a bug report here.
- 1,302
1
vote
Accepted
Edits not saving in Case Activity Tab since 4.7.4 upgrade
I may have found the solution, but I'm not sure.
At line 418 of civicrm/CRM/Case/Form/Activity.php there is this command:
$params = array_merge($params, $oldActivity);
But this seems to be t …
- 1,302
2
votes
1
answer
46
views
Manage Case ─ display activities in chronological order
Joomla 3.9.2
CiviCRM 5.12.0
On the Manage Case page, the activities are now displayed in a clever order (overdue first, then the rest in newest-to-oldest order). …
- 1,302
2
votes
Accepted
Manage Case ─ display activities in chronological order
As mentioned in the comments, it turns out the problem was one of numptitude, not a problem with CiviCRM. In fact the tweak works fine, as Demerit kindly confirmed.
- 1,302
4
votes
0
answers
116
views
CiviCase Timelines with Activity subjects
At the moment, if you want to differentiate between activities in the timeline, you have to create different activity types. … For example, if I want to include activities in the timeline for completing six different case milestones, I currently have to create six different activity types - one for each milestone. …
- 1,302
1
vote
1
answer
28
views
Civi 5.6.0 - wrong css z-index on Activities page when creating/viewing activity
CiviCRM 5.6.0
Joomla 3.8.12
php 7.0.32
On the activities tab of a contact, when you create or view an activity, the panel which pops up is displayed behind the black CiviCRM menu bar, and also behind … The same happens with when you view an activity in the Find Activities results page.
Not a big deal, but needs fixing.
Update: it's not only the activities page/tab. It seems to be every page. …
- 1,302
3
votes
Accepted
Activities pane on Manage Case page
OK, I found the answer*. The file is civicrm/templates/CRM/Case/Form/ActivityTab.tpl, and the display settings for the activity tab are in line 77. Change 'desc' to 'asc'.
In the same line, you can a …
- 1,302
2
votes
2
answers
75
views
Updating a Case Activity using API
With case activities, the Activity Create API seems to create a new revision of the activity. Is there a way of using the API to update a case activity without adding a new revision? …
- 1,302
4
votes
1
answer
72
views
Activities pane on Manage Case page
Does anyone know how to make the Case activities in the activities pane display in ascending order by default (earliest first)? …
- 1,302
2
votes
1
answer
114
views
CiviCRM report for Case activities listing Case data
I would like to generate an Activities report (eg upcoming scheduled activities) which includes case data (eg case ID, case Subject, case Role contacts, case custom fields) of the case to which each listed …
- 1,302
3
votes
2
answers
77
views
Create Case using API via REST - no "Open Case" activity created
The case is created, but no activities. In particular, no "Open Case" activity is created as I would have expected. No entry is created in the civicrm_case_activity table. …
- 1,302
4
votes
Create Case using API via REST - no "Open Case" activity created
Answer (thanks to @ErikH and @Demerit): the problem was that the case type did not have an Open Case activity in its standard timeline (presumably I had deleted it). Anyway, I added the Open Case acti …
- 1,302