12 votes
Accepted

How do I open a case that started more than twenty years ago?

Yes, you can expand this range in Administer > Customize Data and Screens > Date Preferences. Change the start Offset of activityDateTime class to 30.
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9 votes

Whats the difference between a case sequence and a case timeline?

A timeline defines a default schedule. The default schedule may intentionally stretch over a long period of time (weeks or months). Activities can potentially be concurrent or reordered. For example, ...
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  • 5,589
8 votes

What is the largest number of customer records that civicrm supports?

See this question: Number of contacts vs. hosting space required Here is a thorough answer to that question: https://civicrm.stackexchange.com/a/3289/105. The short version: there is no formal limit ...
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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 ...
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  • 17.9k
6 votes

How should I delete a CiviCase or a Case Type

Civi Case Types cannot be deleted while there are Cases of that Type. Cases can be changed to a different Case Type which can then permit you to delete a Case Type with no Cases. But if you just want ...
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  • 27.2k
6 votes

Submitting Cases on a Website

Drupal Webform-Integration offers a robust solution for this. Unfortunately there is no equivalent for Joomla.
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  • 16.2k
6 votes
Accepted

Adding Case Role to CiviCRM Cases Views

Actually you'll need to start with a CiviCRM Relationships View. If you start with a view of CiviCRM Cases, you may get bad data if they have multiple open case types with different case managers. ...
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  • 1,811
5 votes
Accepted

Adding custom roles to Case "Add role" function

In CiviCRM versions 4.5 and above, you can add case roles by navigating to Administer -> CiviCase -> Case Types and clicking "Add Role" Note that roles and relationships are not precisely the same. A ...
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  • 16.2k
5 votes

What is the largest number of customer records that civicrm supports?

There's a difference between how many records a database can hold and how many users need to access the system simultaneously on a regular basis. For the latter it's a much harder question because it ...
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  • 17.9k
5 votes

How can we add case details and filtering to the CiviCRM dashboard?

It's opensource, whatever you want today you can change... provided you implement the change you want. As for future versions... well, the future isn't written, so if you are willing to code or fund ...
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  • 10.1k
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
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5 votes
Accepted

Delete a Missing Case

It's weird to see a case without a client. Maybe, it was created correctly and somehow civicrm_case_contact table row was deleted for this contact_id? If you wish to delete this case from your site, ...
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5 votes

CiviCRM 5.4, Unable to create case type (angular validation error)

This is due to the change made in this PR - https://github.com/civicrm/civicrm-core/pull/11998. I raised this on Mattermost some time ago. See https://chat.civicrm.org/civicrm/pl/...
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5 votes

Is it possible to install CiviCase without all the sample data?

The short answer is no. But it's a good point. I think this is mostly just left over from the original implementation when setting up civicase was difficult, and it was hard to know what it would look ...
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  • 17.9k
4 votes
Accepted

How do I create a Webform that will open a case and assign case role

I setup three contacts, all with just first and last name for simplicity sake. Here is a screen shot of the case setup for Webform-CiviCRM 7x.4.10. I haven't setup an activity to also be created ...
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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 ...
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  • 7,357
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 ...
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4 votes
Accepted

Module or extension to use for tracking agreements?

You can setup CiviCase to enable multiple clients per case, by editing your xml/configuration/Settings.xml file. Set <AllowMultipleCaseClients>1</AllowMultipleCaseClients>
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  • 16.2k
4 votes

Submitting Cases on a Website

Sans-webforms, the simplest solution might be to create a CiviCRM profile form, and then write a small amount of custom code in a hook which uses the api to open a new case.
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  • 16.2k
4 votes
Accepted

Where in the DB are CiviCase timelines and sequences stored?

Generally, civicrm_case_type.definition If the definition is NULL, then it will fallback and search for an XML file. The loading logic is in CRM_Case_XMLRepository.
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  • 5,589
4 votes

In 4.7 the activity 'Assign Case Role' is assigned to the client: is this a bug?

It's a bug. On line 1804 of CRM/Case/BAO/Case.php there is the following test ... if (isset($dao->caseId) || $dao->rel_contact_id != $contactId) { Observing how the function is called, the ...
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  • 1,007
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 ...
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4 votes

Why, in Civicase, is 'other relationships' purely additive & why do they show up on every subsequent case?

I found the answer here in an old forum posting Civicase creates a group called 'Case Resources' into which it drops any contact you add (as described above). So to remove these from all cases you ...
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  • 4,263
4 votes

How can arrange custom fields so they are side by side?

The case custom fields are formatted as a series of one row tables. You could add some jQuery to move them around. For example: CRM.$(function($) { $('#Outcomes table:nth-of-type(3n+1)').each(...
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  • 11k
4 votes

Case Manager not updating correctly (CiviCRM 4.7.21)

We have found that this is a bug. If you're a developer the function which isn't working properly is in: - CRM/Case/XMLProcessor/Process.php Line 199 was checking whether $relationshipTypeXML->...
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  • 826
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 ...
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  • 113
4 votes
Accepted

Permission role to access Cases when using Volunteer?

CiviVolunteer is not fully tested for 5.x version and might have compatibility issue like you are facing. This issue has been fixed and is probably waiting in PR queue for it to get merged in next ...
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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 ...
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  • 1,222
4 votes
Accepted

Add field on Case type form

If you're ok with it not being tightly integrated (i.e. automatically available in the xml or to the api), then you can do something like below, which adds a field labelled "Boo" to the case type edit ...
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  • 17.9k
4 votes
Accepted

Assigning case roles via webform?

I think its an issue with Webform module itself where it doesn't show relationship if you have relationship type label and name different. Developer from Circle-Interactive submitted a fix for this ...
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