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 ...
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3 votes
Accepted

Cannot change cases via Drupal Webform after CiviCRM update

We have confirmed that this is a regression in CiviCRM Core by writing an automated test for WFC module. It clearly shows that the latest public 5.45.* is still green -> after that -> red I have ...
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3 votes

Sending CiviCRM outgoing SMS on a case

It's probably just never come up. There is special handling in the code for Email to make that work. It would need something similar. However, by somewhat of a fluke, you can use the subject line ...
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  • 18.4k
3 votes
Accepted

Trying to bulk update cases through finding them and profile

Yes, it is a core bug and have submitted a PR for the fix.
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3 votes

Case member to a single case

You can add people in the Roles section on manage case. Click the Add New Role button or click on the pencil icon on one of the rows to edit an existing one. You can have multiple of the same type.
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  • 18.4k
3 votes
Accepted

Case Activity Reporter vs Creator

Can't you just use Source contact as who is creating the activity Assignee contact as actually completed the activity
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3 votes
Accepted

"Find Cases" Page Not Found

It should be that they need either "access my cases and activities" or "access all cases and activities", but "page not found" isn't what I'd expect - I'd expect "...
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  • 18.4k
3 votes

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:
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  • 18.4k
2 votes

Why do my site permissions mean a volunteer user role can see activities in the Activity tab, but then not see them when moved to case?

Figured this out after posting the above. I had originally given the Volunteer Counsellor role the CiviCRM case permission "access my cases and activities". Because one of the requirements ...
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  • 1,887
2 votes
Accepted

Limit search of Activities to Cases for which I am the coordinator

Is it a default install you're playing with - the role Case Coordinator - that role in a default install is never the case manager - it's either Homeless Services Coordinator or Senior Services ...
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  • 18.4k
2 votes
Accepted

Assigning existing activity to case via api fails silently - is deprecated activity revisions necessary?

It's not an "api" exactly, but you can use: $caseParams = [ 'activity_id' => 1234, 'case_id' => 12, ]; CRM_Case_BAO_Case::processCaseActivity($...
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  • 18.4k
2 votes
Accepted

How to split CiviCRM multiple database values with SQL?

For every option group (that is, set of multiple values) I created two SQL views: One for splitting the varchar field correctly, and one for combining the split values with other data. All of these &...
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  • 431
2 votes

Cannot change cases via Drupal Webform after CiviCRM update

Note that the issue has now been reported as a gitlab and that is the place to follow along with it https://lab.civicrm.org/dev/core/-/issues/3671
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  • 1,920
2 votes

Link a Case to a Contribution?

I have a forked version which should work on the latest Civi version.
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1 vote

Displaying closed cases in the dashboard

The code seems to support a "showCasesFromAllStatuses" parameter on that page but I have no idea how to set it. It looks like they removed the mechanism for it in https://github.com/...
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  • 18.4k
1 vote

How to split CiviCRM multiple database values with SQL?

While not a SQL-specific answer, I would typically use an ETL tool like Pentaho Data Integration to do the data transforms SQL isn't well-suited for. PDI has both a "Split fields" and "...
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1 vote

Duplicate Relationship error even though Contact B values are different

I can't reproduce the fail. Both api3 and api4 seem to work fine using the params as described. Perhaps there is something else involved on that site? e.g. both these work when there is already an ...
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  • 18.4k
1 vote

Proximity search in a set of case results

This should be available in 5.51 with this PR by @coleman: https://github.com/civicrm/civicrm-core/pull/23597. It works for me for the above criteria.
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  • 18.4k
1 vote

Caldera form, civi case and custom fields integration

Thank you for your help. There was an error with the data types which meant they weren't mapping properly - namely that 'checkbox' in form maps to 'drop down select' in civi if you want to allow more ...
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1 vote
Accepted

CiviCase: Don't Change Status to Resolved on Final Activity of a Sequence?

It would be a dopey workaround but you could have a task at the end of the sequence that's a dummy task, and just don't complete it. Or create a new activity status that means completed to you but isn'...
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  • 18.4k
1 vote
Accepted

Multiple "Mail delivery failed" Emails

Figured out the problem. The error was related to the "message_linelength_limit" due to recent changes in exim and directadmin on my server. Check the message limit using SSH: grep ...
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  • 1,101
1 vote

Multiple "Mail delivery failed" Emails

I assume you have scheduled reminders set up in civi and that's where it's coming from? You said people send copies of activities but that wouldn't then be constantly repeating from the same lone ...
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  • 18.4k
1 vote

Problem creating a CiviCase via online form

I'm not 100% sure yet, but the 'Form processor' direction looks very promising to explore. https://civicrm.org/blog/jaapjansma/using-civicrm-form-processor-extension-to-handle-form-submissions-from-an-...
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  • 31
1 vote

Problem creating a CiviCase via online form

I don't think you can use civi's profiles with cases this way, partly because you'd want to collect some contact data as well and you can't mix in a profile. In drupal I would say use webform_civicrm. ...
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  • 18.4k
1 vote

It is possible to receive an alert when we have an action planified?

Another option for sending reminders where Scheduled Reminders do not apply is via CiviRules
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  • 27.2k
1 vote

It is possible to receive an alert when we have an action planified?

Have you tried scheduled reminders? It can be based on activities. See https://docs.civicrm.org/user/en/latest/email/scheduled-reminders/
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  • 18.4k
1 vote
Accepted

How does one add different client contact types (categories) to the same case?

It looks like it's been this way since 2015. What version did you upgrade from? https://github.com/civicrm/civicrm-core/pull/6806/commits/e7e572807e8ec866d63584f280a7a78d3d9c738a
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  • 18.4k

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