8
votes
How to make status always 'Completed' for activities added to a case?
Might be easiest to update the database is_default field. Works for me on a 4.6 site:
update civicrm_option_value set is_default=0 where option_group_id=26 and name='Scheduled';
update ...
- 21.7k
6
votes
Is there a way to create an an automatic email if someone is removed from a group?
I think this should be possible with using the CiviRules extension.
- 3,158
4
votes
How to make status always 'Completed' for activities added to a case?
You can use the buildForm hook on an activity to check if the activity belongs to a case (in which case case_id will not be empty I think) and then set the default status to Completed.
There is an ...
- 11.8k
4
votes
Why are duplicate activities being created?
Not sure if it's the same problem but it could be the submitOnce problem which has a temporary fix in 5.14.1 and a fuller fix pending but is an easy change you can make:
See https://github.com/...
- 21.7k
4
votes
Accepted
Can't delete or update contributions in CiviCRM 5.13+
Is this your production or test environment?
You could try to switch off logging, save and remove the logging tables, try to delete your contribution and see if it now works. At the end switch ...
- 11.8k
4
votes
How can I search contacts and run a report of contacts with no activity
Use search builder to search for all contacts with the activity field: activity date of "not null" and add them to new group "has activities". Use the include/exclude custom search to find any contact ...
- 3,227
4
votes
New 'Contact Exported' and 'Activity Exported' activity
The latest version of the GDPR extension does this. It records when contacts have been exported for audit purposes.
- 2,396
4
votes
How can I access an activity's grouping value in CiviCases?
The function that is responsible to build the list of activities on case is CRM_Case_BAO_Case::getCaseActivity(). It is very difficult to alter the function via custom module/plugin/extension.
I would ...
- 30.7k
3
votes
Email-to-activity processing – create Activity at future date
You could use the CiviRules extension (https://civicrm.org/extensions/civirules) for this. Every time an incoming email activity is created in CiviCRM civirules could create a follow up activity in ...
- 3,645
3
votes
How to make status always 'Completed' for activities added to a case?
You can also use CiviRules: https://civicrm.org/extensions/civirules
You can set a trigger when a case activity is saved, that the status always changed to "Completed."
- 1,173
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 ...
- 4,994
3
votes
Accepted
How can I link contacts & activities in a report or export?
When I tried in the demo site, I did an Advanced Search->Display Results as Activities and filter by the field you want and search.
If you export the result and check either Export primary fields or ...
- 472
3
votes
Accepted
Is there an extension to limit activity types to contact types?
You might be interested in this:
CiviCRM: Hide Activity Types (com.joinery.hideactivitytypes)
Hide activity types in one or more ways:
Remove the activity type from the "Actions" list on ...
- 1,794
3
votes
Not seeing engagement index option when adding activities
For the engagement index to show you need to have CiviCampaign enabled. For details on how to set up the index and other useful guidance you can also see the latest user guide
https://docs.civicrm....
- 683
3
votes
Accepted
Icons are not populating to be selected for Activity Type Options
This was caused by an issue with my local disk cache. Clearing the cache from my browser allowed the icons to be displayed again.
- 163
3
votes
Accepted
Why is this Activity Search failing?
I think this is the same problem as https://github.com/JMAConsulting/biz.jmaconsulting.activitytypeacl/pull/14
- 21.7k
3
votes
Accepted
Marking Activities with Priority "urgent" in another color
If I'm understanding correctly, all you need to do is make an extension and call CRM_Core_Resources::singleton()->addStyle() in hook_buildForm as described at https://docs.civicrm.org/dev/en/latest/...
- 21.7k
3
votes
Accepted
Can I dump all Caldera form submission data into the "details" of a CiviCRM activity?
You can use the Integration of CiviCRM's Form Processor with Caldera Forms. See https://wordpress.org/plugins/cf-civicrm-formprocessor/
- 3,183
3
votes
Accepted
How do i open a case when a specific activity is added
For wordpress, you might get what you need from the Form Processor extension.
Something like this:
- 21.7k
2
votes
Deleting vs. Disabling an Activity Type
you will have to check the table civicrm_option_value with option_group_id 2 (activity type). The query to find them would be:
SELECT * FROM civicrm_option_value WHERE option_group_id = 2
To be ...
- 11.8k
2
votes
Accepted
Deleting vs. Disabling an Activity Type
In general I use this rule of thumb:
- the core activity types that I do not use I will disable so I am sure they are still in the system and I do not disrupt anything without meaning to
- if I added ...
- 11.8k
2
votes
Email-to-activity processing - Error message: Process Activities failed
If the IMAP account is a Gmail or Google Apps account, it is likely you will have to enable a setting, "Allow access by less secure apps". That solved my authentication errors with a Google Apps ...
2
votes
How can I change activity duration from minutes to hours?
Try the following modules to collect activity data and convert hours to minutes on the front end.
https://www.drupal.org/project/webform_civicrm
https://www.drupal.org/project/webform_calculator
- 889
2
votes
Bogus Error Mandatory fields first name and last name OR email address missing from form
We had a similar issue and tried several tests to resolve the issue. Checked all Anonymous Roles to YES, not this problem. Turned off all WordPress Plugins, not this problem. Changes theme, BINGO!
...
- 89
2
votes
Bogus Error Mandatory fields first name and last name OR email address missing from form
Did a bit of googling and figured this one out -- I didn't realize I needed to visit the access control screen [Administer / Users and permissions / Permissions (access control)] in order to enable ...
- 604
2
votes
Notes - searching
If you want to find all the users with Notes, you could use Advanced Search, expand the Notes section and enter '%' in the Notes text box (don't type in the quotes, just %) % means 'match anything' ...
- 12.9k
2
votes
How can my case activities show up on an organisations profile?
I think by "tag" you mean put their name in the "reported by" field or something like that. Case activities don't appear in "non-case" contexts. This was originally a design goal to both keep case ...
- 21.7k
2
votes
Is this a bug in civicrm/case/activity/view breadcrumb?
That was logged to gitlab & Coleman provided a fix which was merged - I think it missed the 5.3 rc so will be in 5.4
- 1,021
2
votes
Activity get API3 does not return case activity
Turns out there is a bug in the CiviMobile extension that is breaking this functionality. Disabling this extension fixes the problem.
- 1,312
2
votes
Accepted
How can I access an activity's grouping value in CiviCases?
In the end, I directly changed the CRM_Case_BAO_Case::getCaseActivity function instead of creating an extension.
Specifically, I changed this function's $where variable to:
$where = "
...
- 463
Only top scored, non community-wiki answers of a minimum length are eligible