New answers tagged civicase
1
As Demerit said it is intentionally not supported by CiviCRM to list Case activities under Activity tabs. We had to implement 2 lines of code via extension to have that available under Activity tab.
/**
* Implements hook_civicrm_config().
*
* @link https://docs.civicrm.org/dev/en/latest/hooks/hook_civicrm_config/
*/
function ...
1
That is how it was intended. Let me see if I can find the original spec for more info.
UPDATE: Haven't found it yet but did find https://issues.civicrm.org/jira/browse/CRM-3829 and also a reference that it is "in the spec" https://forum.civicrm.org/index.php%3Ftopic=6895.0.html
I know the reason is somewhere, but it has come up several times. Regardless of ...
2
I decided not to submit this as an official documentation update because here it can be a bit looser with the language and this also allows tweaking it a bit first.
CONS:
If you hate xml you might not want to use xml files.
ASIDE: If you're wondering why it wasn't done in some other format, note that at the time xml was widely used and json had only ...
0
The stock Activity Details Report (Administer - CiviReport - Create New Report) can do this if you adjust the filters tab to include case activities and whatever other criteria you'd like.
Or take a look at the alternate civicase extension: https://github.com/civicrm/org.civicrm.civicase. You might prefer how it works. Although I'm not sure how pretty it ...
1
You can use the data processor extension for creating views/reports in CiviCRM.
You can find documentation on how to install extension here
There is not much documentation (yet) but there is an example documentation on how to create a search/report: https://lab.civicrm.org/extensions/dataprocessor/blob/master/docs/how_to_create_search.md
0
another alternative is to investigate using a webform for people to submit their issue to you, rather than by email. The webform can create cases.
Best
3
Regular activities are like that too. Locking isn't widely implemented. It's not on purpose just hasn't been implemented.
In the first few years of CiviCase's life it used to always make new copies when you edited an activity. You'd still have no warning if two people edit, but you'd see the previous versions. It wasn't a good technical design performance-...
2
Based on chat discussion there was a missing database field for unknown reasons. Running this helped:
ALTER TABLE civicrm_membership ADD COLUMN status_override_end_date date DEFAULT NULL COMMENT 'Then end date of membership status override if ''Override until selected date'' override type is selected.';
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