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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 ...
Demerit's user avatar
  • 23.2k
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.
Sean's user avatar
  • 3,168
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 ...
ErikH - CiviCooP's user avatar
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/...
Demerit's user avatar
  • 23.2k
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 ...
ErikH - CiviCooP's user avatar
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 ...
Mick Kahn's user avatar
  • 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.
Parvez Saleh's user avatar
  • 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 ...
Pradeep Nayak's user avatar
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."
Kristine's user avatar
  • 1,173
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 ...
Jaap Jansma - CiviCooP's user avatar
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 ...
Albert V's user avatar
  • 482
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
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 ...
TwoMice's user avatar
  • 1,824
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....
RebeccaTregenna's user avatar
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.
Brendan Spaar's user avatar
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
Demerit's user avatar
  • 23.2k
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/...
Demerit's user avatar
  • 23.2k
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/
Kainuk - CiviCooP's user avatar
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:
Demerit's user avatar
  • 23.2k
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 ...
ErikH - CiviCooP's user avatar
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 ...
ErikH - CiviCooP's user avatar
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
CiviTeacher's user avatar
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! ...
Kevin V's user avatar
  • 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 ...
Prónay's user avatar
  • 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' ...
Aidan's user avatar
  • 13.5k
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 ...
Demerit's user avatar
  • 23.2k
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
user4278's user avatar
  • 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.
Tony Horrocks's user avatar
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 = " ...
emma's user avatar
  • 493
2 votes

How to add an activity for the contacts generated via a report?

I would just add all the contacts to a group (you have to create the group first) and then add the activity to all the contacts in the group.
Lars SG's user avatar
  • 4,083

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