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 ...
- 15.2k
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.
- 4,965
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 ...
- 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' ...
- 3,496
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 ...
- 19.5k
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 ...
- 39.5k
4
votes
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 ...
- 4,965
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 ...
- 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 ...
- 157
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 ...
- 39.5k
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 ...
- 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 ...
- 1,302
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 ...
- 3,711
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....
- 24.7k
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 ...
- 24.7k
4
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?
- 24.7k
3
votes
Case activities are not shown in activity tab but appear in the filter
In the Activity tab for a contact, case activities are not shown. I would rather they were...
Me too! And After a lengthy process I've had this PR 1630 merged into core, should be released in 5.24 I ...
- 3,952
3
votes
Accepted
Different default status for different activity types?
Not an answer but rather a kind of half temporary workaround, posting in case someone finds it useful, and beacuse you metioned you are familiar with creating an extension/module.
You can use ...
- 2,321
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 ...
- 7,211
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 ...
- 31
3
votes
How can I import ADDED BY field of Activities?
Selecting the Source Contact should do the trick.
- 12k
3
votes
Accepted
Why is inbound email activity uneditable in case activity list?
This turned out to be an issue with the specfic version (4.7.29). In later versions, inbound emails are not editable at all through the GUI. Where an edit button exists, clicking it leads to "access ...
- 1,299
3
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 ...
- 24.7k
3
votes
Accepted
Updating an activity using the API
You can use the Activity Create API with an id in the parameter list. That should function as an update.
- 12k
3
votes
Accepted
Activitiy's email content - how is it generated and can it be changed?
I think the template you're looking for can be found at Administer -> CiviMail -> Message Templates, i.e, navigate to civicrm/admin/messageTemplates?reset=1 and click on System Workflow Messages....
- 7,211
3
votes
Accepted
Updating a Case Activity using API
There is also a setting which AFAIK prevents adding a new revision. The setting is under Administer>System Settings>CiviCase>CiviCase Settings and is called Enable Embedded Activity Revisions
- 12k
3
votes
CiviCRM 5.13.1 is not showing "Added By" coumn value
I'm marking this question as now being answered. The problem is resolved by upgrading from civicrm version 5.13.1 to 5.13.4
- 1,044
3
votes
Accepted
Automated emails generated from activities from address
I think civicrm uses the setting from civicrm/admin/setting/smtp?reset=1, i.e, Administer -> System Setting -> Outbound Email
If the above setting is enabled, civi uses the creator of the activity ...
- 7,211
3
votes
Send an email to activity targets when activity is created via the API
This will work in 5.24! As the new "tokenprocessor" functionality in core now has support for activity tokens. You'll also need a modified version of the emailapi extension https://lab.civicrm.org/...
- 759
Only top scored, non community-wiki answers of a minimum length are eligible