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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
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

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, ...
jitendra - fuzion's user avatar
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/...
jitendra - fuzion's user avatar
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 ...
Demerit's user avatar
  • 23.2k
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 ...
Ken West's user avatar
  • 1,047
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, 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 ...
Andy Clark's user avatar
  • 4,845
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(...
Aidan's user avatar
  • 13.5k
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->...
Jon-man's user avatar
  • 846
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
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 ...
Pradeep Nayak's user avatar
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

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 ...
Demerit's user avatar
  • 23.2k
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 ...
Pradeep Nayak's user avatar
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
  • 23.2k
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
4 votes
Accepted

Civicase add timeline but activities not shown

This looks like another casualty from the button UI changes. Have added https://lab.civicrm.org/dev/core/-/issues/2292. Can you try this small patch? https://github.com/civicrm/civicrm-core/pull/19356/...
Demerit's user avatar
  • 23.2k
4 votes
Accepted

Drupal Views and Case Relationships

Ok, once again I should have looked more carefully at the suggested answers If contact has multiple cases, how do I filter a view to show only case roles associated to that case type Start with a ...
Craig Almond's user avatar
  • 2,037
4 votes
Accepted

Is there a way to insert Case Type definitions?

When stored in files the definition field is null. See also What are the pros and cons of using external xml files for CiviCase configuration? But if you just want to consolidate all under one type, ...
Demerit's user avatar
  • 23.2k
4 votes

Link contribution to case

Welcome to CiviCRM Stackexchange, Might this extension help https://github.com/pradpnayak/org.civicoop.casecontribution Alternatively, you can create a Custom field for the case as a Contribution ...
Pradeep Nayak's user avatar
3 votes

cases - change case roles

I think Demerit's answer of adding org-to-individual should work. However, i'd thought i'd add some other considerations for anyone searching. I've had this problem before, especially when using ...
Bruce's user avatar
  • 137
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

Add new case: "Case Type is a required field"

This was due to permissions in the templates_c folder. Some entries in there were not deletable by the user that Apache was running as. I discovered this by attempting to clear caches at civicrm/admin/...
artfulrobot's user avatar
  • 3,932
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
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 ...
Andrei's user avatar
  • 2,321
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 ...
artfulrobot's user avatar
  • 3,932
3 votes

Can not add both Individual and Organisation to case

I too had this problem. What worked for me is modifying the Contact Type A and Contact Type B to All Contacts in the Relationship section (administer---customise data and screens---relationship types) ...
Sohal Khatwani's user avatar
3 votes

Automatic updates of timeline activity dates

The default timeline that is specified in the Case Types configuration allows you to specify the reference activity (i.e. which activity should provide the reference point for any time offset) and the ...
Graham's user avatar
  • 4,055
3 votes

Email a user when they are assigned as case manager?

For sending a message to new case managers - I would suggest using Scheduled Reminders. Create a new group "Case Managers". Add all case managers to the group. Set a Scheduled Reminder on "Activity"...
Jon G - Megaphone Tech's user avatar

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