15 votes
Accepted

How NOT to send email to "Activity Assignee" when assigned an activity

In CiviCRM Administration > Display Preferences you can turn off emails to activity assignees globally civicrm/admin/setting/preferences/display?reset=1
  • 1,368
11 votes
Accepted

How can I show contacts that DO NOT have an activity of type X in last Y months?

The process is slightly roundabout: Create a smart group that captures all contacts called "All Contacts". Create a second smart group consisting of people who have the activity type "Confirm Contact ...
9 votes
Accepted

How to increase limits on activity attachments?

Go to configure it in your settings /civicrm/admin/setting/misc?reset=1
  • 836
9 votes

When should I use activities vs. events?

Jon - If you use events to track your attendance, you actually get the benefit of both (since event registrations also generate activities). :-) Depending on your version of Civi (which ...
7 votes
Accepted

Activity Report in Views

No aggregation necessary. Under relationships add two relationships for activity contacts. Select one to be the source and the other to be the target. Once you've got those relationships, you can ...
  • 1,821
7 votes
Accepted

Limit contacts in "Assigned to" field of an activity to a specific group

There is, I think, already an extension that will do this. It's here and here and used by one of my (former) clients. It's being actively used and cetainly works at 5.35.2 release level.
  • 4,463
6 votes

How do I print an activity?

I think you're referring to the fact that viewing an activity now happens in a pop-up window, and that window is missing a print button. I think this is probably an oversight and would be nice to fix....
  • 16.3k
6 votes

Disable automatic activity email to assignee

Go to Administer -> Customize Data and Screens -> Display Preferences Uncheck the "Notify Activity Assignees" box
  • 1,141
6 votes
Accepted

Bulk delete activity based on criteria

Try advanced search. Search for contacts in group "x" with completed activities of type "y" From search settings=- set "Display results as" to activities. You should be able to delete the ...
  • 1,974
6 votes

Prefill webform with civicrm activity data

Below please find some screenshots to illustrate how to do this: 1. This is a View of Activities. Each Activity has an Update button [that's a Global: Custom Text field -> Text Update; Rewrite ...
6 votes
Accepted

Missing data when exporting activities from search results

The answer is to ensure that you select 'With' when you perform the search. Doing this ensures that related contact data is available when you export the resulting data. Prior to CiviCRM 5.43, 'With' ...
5 votes

How to match Activities to Contacts during import?

Export the contacts with their contact ID, first name and last name. (Hopefully you have a way of searching for just the new contacts, but if not, exporting a larger group of contacts will be OK) ...
  • 3,440
5 votes

In which table is Activity assignee contact information stored in mysql?

Depends on your version. From CiviCRM 4.4 the activity assignee can be found in the table civicrm_activity_contact, where record_type_id = 1 is 1 for source contact, 2 for assignee contact and 3 for ...
5 votes

How do I add a custom Activity with custom fields to an extension?

And this is an example of a function to create an Activity type /** * Function to create activity type * * @param array $params * @return array * @throws Exception when params ...
5 votes
Accepted

How do I create a Drupal View to display last activity date.

All right...I did it but just wanted to follow up. Expand Advances in the View UI, click next to Aggregation on the word No. Turn it on. Now Add the Scheduled Activity Date field. Click Apply, ...
  • 1,821
5 votes

How can I set "Assigned To" for an Activity to default to the logged-in user name?

Create a simple extension implementing hook_civicrm_buildForm like so: function myextension_civicrm_buildForm($formName, &$form) { if ($formName == 'CRM_Activity_Form_Activity' && $form-...
  • 16.3k
5 votes
Accepted

Using hooks -- simple please

To use a hook, you can: Write a CiviCRM extension. This is the preferred method. Write a Drupal module. Write a Joomla or Wordpress plugin. The easiest way to write a CiviCRM extension is to ...
5 votes

Restrict contacts available to be assigned to an activity

The EntityRef field on the form can be given that restriction. Best way to do it is probably via a hook, e.g. hook_civicrm_preProcess($formName, &$form) { if (is_a($form, '...
  • 16.3k
5 votes

Users with Case roles cannot edit activities assigned to them: is this a bug?

I've posted a preliminary fix in JIRA. Joseph
5 votes
Accepted

create webform that allows user to create either 1, 2 or 3 activities depending on user selection

You can accomplish this by: For each activity, make the Activity Type field "user select". Edit those 3 Activity Type fields on the webform. For each one: Deselect "list box" Deselect all activity ...
  • 16.3k
5 votes
Accepted

Remove Unnecessary Fields from Contact and from Activities

Work is underway on a Form Builder that will allow folks to hide fields as needed. For now, you can hide fields with jQuery, ideally loaded through an extension. However, some of the fields you mark ...
5 votes
Accepted

extension ACL for activity types error "[] operator not supported for strings"

I think you are running very old version of Activity acl extension. The issue you facing must have been fixed last year. Can you update the extension by downloading from here?
4 votes

How to distinguish "Contacts with the same name" when assigning an activity?

You could upgrade your CiviCRM version (4.4) to the latest version (4.6+), which will display contact emails along with their names in the autocomplete, making it easier to distinguish between similar ...
  • 16.3k
4 votes
Accepted

Is there a way to add a custom field to the Inbound SMS activity type?

How about adding another activity status? Like "Unread" or "Read". Depending on how skilled you are, maybe it is possible to have inbound sms set to "Unread" as default. Then your staff could change ...
  • 2,241
4 votes

Activities to be shown in a full calendar

So last time I looked Civi for Drupal ships with a calendar of activities if you install the views calendar modules (and dependencies). I think its called my activities or something similar. You ...
4 votes

How do I print an activity?

Alternatively, but a bit overkill, there is a setting which turns off popup forms: Enable Popup Forms at Administer > Customize Data and Screens > Display Preferences ( civicrm/admin/setting/...
  • 27.5k
4 votes
Accepted

How do I print an activity?

I agree it's a missing feature. I've created a patch which adds a print button to the dialog titlebar, hopefully this will make it into the 4.6.4 release. For more details see https://issues.civicrm....
  • 16.3k
4 votes

Why doesn't the activity "send email" have a 'schedule follow up activity' option

Great question, and you're not missing anything: that feature just doesn't happen to exist at the moment. It would be both useful and consistent with other activities. With CiviCRM (and many other ...
  • 7,387
4 votes
Accepted

Activity assignee email not being sent from webform

Looks like this is due to a mistyped variable name. I've created a bug report for this in the module's issue queue.
  • 16.3k
4 votes

How to create a Drupal View of CiviCRM Activities with an edit link to the corresponding Webform?

There is no straight forward way to get the 'Edit Submission' link in the View of CiviCRM Activities. Below is a workaround where we extract the 'Edit Submission' link from activity details. ...
  • 614

Only top scored, non community-wiki answers of a minimum length are eligible