7 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 ...
KarinG - Semper IT's user avatar
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.
Andy Clark's user avatar
  • 4,835
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 ...
Craig Almond's user avatar
  • 2,037
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' ...
William Mortada's user avatar
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
Joseph Lacey's user avatar
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 ...
Coleman's user avatar
  • 18.6k
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 ...
Jon G - Megaphone Tech's user avatar
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?
Pradeep Nayak's user avatar
4 votes

ACL permissions Activities

You can install the Activity Type ACL extension to do this.
Jon G - Megaphone Tech's user avatar
4 votes

Using CiviCRM for Fundraising Pipeline

That's a huge question- but the answer is "yes", it's all there, but you need to do your homework. A combination of rules (check out the civi rules extension) tags and smart groups can automate just ...
Cullen McGough's user avatar
4 votes

Add Custom Fields to Send Email Activity

Tim, as far as I know, you can't currently add custom fields to the built-in Send an Email activity. An alternative approach would be to use the scheduled reminder functionality. create a new ...
michaelmcandrew's user avatar
4 votes

Attach a file to a donation

In a word, yes. You'll have to implement this as custom field sets, which is easy. That's menu option Administer/Customize Data and Screens/Custom fields. You can have a custom type of 'file' as a ...
Andy Clark's user avatar
  • 4,835
4 votes
Accepted

How to create a Drupal View that calculates activity end time by duration

The template file is just to change how this one field is displayed. Create a view of civicrm activities. Add the Scheduled Activity Date field three times. First to display the date. Second to ...
pmoz's user avatar
  • 1,821
4 votes

Can you change your default 'Activity Status' for adding a new activity?

Yes, if you have access to your database, otherwise I don't think so. You can edit your database. Look for the table called civicrm_option_value and search for WHERE label LIKE 'Scheduled' and WHERE ...
Slingshot Design's user avatar
4 votes

Adding individuals' event attendance as activity for employer?

There are a couple of ways to do this: When creating an activity, add the Organization as a related contact. Create an extension to automate adding the Organization (see below). Create a custom ...
Jon G - Megaphone Tech's user avatar
4 votes
Accepted

As of 5.4.0, Activity Search gives an empty result set - patch is available

I could replicate this issue on my local machine, this seems to be a core bug and have logged issue at https://lab.civicrm.org/dev/core/issues/353. I think the search does provide results when we ...
Pradeep Nayak's user avatar
4 votes
Accepted

No contact names in activity emails but only name_{contact_id}. Why?

The comment by Demerit solved my problem: Check under Administer - CiviCase - CiviCase Settings, there's an option that says "Redact Activity Email". That was set to "Redact Emails" and I had to set ...
Johan's user avatar
  • 113
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 ...
Jern's user avatar
  • 1,300
4 votes
Accepted

Permission to see Campaigns in Activity search criteria

This is related to this bug 'CiviCampaign: access CiviCampaign' permission missing. Unfortunately at this time, in order to get Campaigns search showing in Search -> Find Activities, you have to grant ...
Andy Burns's user avatar
  • 3,681
4 votes
Accepted

Case Activity does't respect 'Do not notify assignees for'?

It's not intentional but it's come up before. See https://lab.civicrm.org/dev/core/issues/1582 and https://lab.civicrm.org/dev/core/issues/1649 UPDATE: @pradeep-nayak submitted a PR https://github....
Demerit's user avatar
  • 22.9k
4 votes
Accepted

When adding an activity, a new contact can be created, but it only asks for name and email. How to configure (add fields)?

Steve welcome to CiviCRM stack exchange. Yes you can add more fields to the form. They are rendered from profile. Navigate to CiviCRM >> Administer >> Customize Data and Screens >> Profiles Click on ...
Pradeep Nayak's user avatar
4 votes

Getting an error while viewing an activity. How to resolve it?

The logged in user doen't have permission to view the activity. Does the activity type belong to Case? Or Non-Contact component? Do the user have edit all contact permission?
Pradeep Nayak's user avatar
3 votes

Possible to import Contacts and Activities at the same time?

You can cut down one step by assigning the to be imported contacts an external ID; then also use that external ID to import the Activities. Other than that - we end up writing mysql queries to import ...
KarinG - Semper IT's user avatar
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 ...
Jern's user avatar
  • 1,300
3 votes

Deleting vs. Disabling an Activity Type

Disabling the activity is what you want. That removes an activity as a live option moving forward, but maintains the historical data. Deleting the activity removes it as an option and erases the ...
Allen Hutchison's user avatar
3 votes

Export Activities associated with CiviCase

One thing that has annoyed me for years is the lack of a working Gantt Module or CiviCRM Extension. Due to the many ways people use Drupal and CiviCRM, I created an “Instruction Guide” (With Code ...
jdgamsterdam's user avatar
3 votes

Using CiviCRM for Fundraising Pipeline

Yes - there are a number of organizations who use CiviCRM to manage all aspects of a fundraising pipeline! From prospecting & donor segmentation to identify donors and calculate appropriate ask ...
KarinG - Semper IT's user avatar
3 votes

Using CiviCRM for Fundraising Pipeline

As the others stated, yes it should all be possible but it will require some thought and configuration. If you want to find out what CiviRules can do you can have a look at the cookbook on the wiki: ...
ErikH - CiviCooP's user avatar
3 votes

Using CiviCRM for Fundraising Pipeline

With that clarification, what you would actually want is a setup using CiviCase. Per the Civi Book: CiviCase is a tool for tracking and managing sequences of interactions between people in your ...
Allen Hutchison's user avatar
3 votes

Can I disable Notify Activity Assignees for some Activities and/or user levels and leave it on for other Activities/user levels?

The extension mentioned by Peter in the answer is now moved into core and can be used from 4.7.30 version. See https://issues.civicrm.org/jira/browse/CRM-21380 It introduces a new setting which ...
jitendra - fuzion's user avatar

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