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, ...
- 5,664
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 ...
- 4,994
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
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.
...
- 1,821
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 ...
- 21.7k
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 ...
- 10.2k
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
- 171
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, ...
- 6,936
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/...
- 6,936
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 ...
- 21.7k
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.
- 5,664
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 != $contactId) {
Observing how the function is called, the ...
- 1,037
4
votes
How to make status always 'Completed' for activities added to a case?
You can use the buildForm hook on an activity to check if the activity belongs to a case (in which case case_id will not be empty I think) and then set the default status to Completed.
There is an ...
- 11.8k
4
votes
Why, in Civicase, is 'other relationships' purely additive & why do they show up on every subsequent case?
I found the answer here in an old forum posting Civicase creates a group called 'Case Resources' into which it drops any contact you add (as described above). So to remove these from all cases you ...
- 4,720
4
votes
How can arrange custom fields so they are side by side?
The case custom fields are formatted as a series of one row tables. You could add some jQuery to move them around.
For example:
CRM.$(function($) {
$('#Outcomes table:nth-of-type(3n+1)').each(...
- 12.9k
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->...
- 836
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
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 ...
- 30.6k
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 ...
- 1,278
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 ...
- 21.7k
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 ...
- 30.6k
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....
- 21.7k
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 ...
- 30.6k
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/...
- 21.7k
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 ...
- 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, ...
- 21.7k
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
Case dashlets - what do they show and how can I edit them?
Graham, you can not really configure these dashlets, they are not based on existing CiviCRM reports but code specifically. We have just created a fair number of CiviCase reports (working on one as we ...
- 11.8k
3
votes
Check custom data field value change to trigger activity status change
I am not sure if it can already do exactly what you want, but my advice is to first look at the CiviRules extension.
https://civicrm.org/extensions/civirules
- 3,544
3
votes
Accepted
Other Relationships
On the client's contact summary page, there is a Relationships tab. They come from there. It's intended for relationships that exist outside the scope of the case, like "parent". Whereas a role is a ...
- 21.7k
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