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Questions about CiviCRM's integration with the Views module in Drupal.

2 votes
1 answer
55 views

Views not updating multiple records

I upgraded from Drupal CiviCRM 5.2 to 5.5 recently. Prior to the upgrade, I had a Views page that listed a table of custom fields (multiple records). The views was based on a "CiviCRM Contacts", and t …
Kristine's user avatar
  • 1,193
1 vote
Accepted

Views not updating multiple records

I realized that my Drupal database and CiviCRM were linked to different databases. I forgot to update the settings file during my testing.
Kristine's user avatar
  • 1,193
1 vote
1 answer
227 views

Display Custom Fields in Activities in Views

I'm on Drupal 7 and CiviCRM 4.6.10. In Views, I am trying to show all the activities and their custom fields (multiple choice options). However, I'm not able to get any results, the custom field was a …
Kristine's user avatar
  • 1,193
4 votes
1 answer
103 views

Activities and Nodes in One Calendar

I currently use Drupal's Calendar module to display CiviCRM activities on a Views Calendar. I also have another content type that displays nodes on a Views Calendar. Is it possible to display both Civ …
Kristine's user avatar
  • 1,193
4 votes
2 answers
80 views

Drupal Views Multiple Field CiviCRM

I collect data in case activities, and I'm currently trying to build a Drupal Views of this data. I'm running into a problem with multiple fields. For example: "What colors do you prefer?" The results …
Kristine's user avatar
  • 1,193
5 votes
1 answer
246 views

Activity Report in Views

On Drupal 7, how would you display a list of CiviCRM activities and show the two types of contacts (the activity related to the client and the user who created the activity)? Views is pretty tricky h …
Kristine's user avatar
  • 1,193
0 votes
1 answer
101 views

Check Group Permission in Drupal Views

I have a Drupal 7 Views that produces a case activities report. It has columns like scheduled activity date, contact id, notes, etc. The user can search by contact id and all activities related to tha …
Kristine's user avatar
  • 1,193
6 votes
1 answer
115 views

Global Dashboard

I just created a new dashlet via Views to show a list of case managers. Is there a way I can add this dashlet to all my current users' dashboards? I know there is the Default Dashlet extension, but th …
Kristine's user avatar
  • 1,193
2 votes
1 answer
101 views

Displaying Custom Fields in Views Calendar

Is there a way to display custom fields in a Views Calendar (Drupal 7, CiviCRM 4.7.18)? I have custom fields in a table assigned to a certain contact (with the option to add more rows). One of these f …
Kristine's user avatar
  • 1,193
3 votes
1 answer
46 views

CiviCRM Views Showing Wrong Custom Data

I have a strange Views problem. I'm on Drupal 7 and CiviCRM 5.4.0. I produced a View of case activities by showing several custom fields, one custom field called "placement". The placement field has o …
Kristine's user avatar
  • 1,193
2 votes
Accepted

CiviCRM Views Showing Wrong Custom Data

Upgrading resolved the issues!
Kristine's user avatar
  • 1,193
2 votes
1 answer
219 views

Adding Case Role to CiviCRM Cases Views

I have created a CiviCRM Cases View. How would I add a column for "Case Manager" role to the Views? I am unable to find the field where that can be displayed.
Kristine's user avatar
  • 1,193
0 votes
1 answer
74 views

Activity Time Incorrect in Drupal Views

I just created a Drupal 7 Views report to show the date and time when the user created a case activity. The date is correct. However, I entered this activity at 11:09 am this morning, but Views show t …
Kristine's user avatar
  • 1,193
2 votes
2 answers
32 views

Case Activity Reporter vs Creator

We have a backlog of activities that we hope to enter into our CiviCRM cases. We hired an individual to do data entry, but we want to distinguish between the "case reporter" (person who actually compl …
Kristine's user avatar
  • 1,193