Questions tagged [civicase]
civicase identifies issues related to the CiviCase CiviComponent.
442 questions
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CiviCases: shouldn't "Assign new client" be "assign new coordinator"?
Am I entirely misunderstanding the role of a client in CiviCases?
I have cases which concern counselling families or family members. A case represents an issue a family (our clients) approaches us ...
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Managing contact form / contact email responses
I'm new to CiviCRM and I'm interested to see how people are implementing common use cases in Civi.
I am part of a small sailing club - we have Wordpress and so CiviCRM seemes like a good fit.
Because ...
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403 Forbidden on CiviCRM Case Dashboard AJAX reload (LiteSpeed shared hosting)
WordPress v6.8.3 CiviCRM v6.7.1 (cPanel access)
On shared hosting LiteSpeed hosting, WordPress + CiviCRM works normally except the Case Dashboard reload fails with:
DataTables warning: table id=...
- 590
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Imported case details are not visible on the Client Cases tab unless there is at least one Activity associated with the case
I've been using this extension for bulk Case creation, and the same issue occurs after manual Case creation as well.
A Case counter appears, but no Case details — unless an Activity is added to the ...
- 2,290
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Problem with Drupal View, Contextual filter for CiviCase, and the number of results
Sort of hard to summarize in a title, but here is what I'm seeing and what I think is the cause:
We have a Drupal view that uses a Contextual Filter on case ID to show links to some forms to users if ...
- 321
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1
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Case Types not showing in New Case
I have set up several different case types.
Only the two case types set up by default in Civi are showing when I create a new case and none of the ones I have created show.
I have duplicated the case ...
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sending emails to smart group from within civicase
We are a trade union. We have a Group Trade Dispute involving more than one worker and have created a Smart Group to send emails to this group of members. It is possible to send emails to this Smart ...
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Setting specific dates for Case Activities
We have some activities that we'd like to have scheduled to happen on a specific date - the last day of our fiscal year. In the Case timeline section, it looks like it can only be done in reference to ...
- 321
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2
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Linking/consolidating cases
We are a trade union. Most of our cases involve representing one worker against one employer. However, sometimes, we get group issues involving as many as 20 or 30 workers. Does anyone have ...
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Is my reasoning correct in regard to speeding up this core query, and if so how can I contribute the change to core?
Doing some performance tuning so I turned on the slow query log and found this absolute beast taking 3 minutes:
SELECT COUNT(*) FROM (SELECT ANY_VALUE(civicrm_case.id) as case_id, ANY_VALUE(...
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Network Error in merging contacts possibly
I'm getting a Network Error when editing activities for ONE specific civicase record. I'm not getting this error from other contacts/cases. The Network Error is "Unable to reach the server. ...
- 1,203
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CiviCase, Manage Case not possible from other perspective than case client: DB Error: constraint violation (Bug in searchkit/form for case?)
On CiviCrm 5.75.1,
I can access a case from the contact that is the client in this case. e.g., I am going to the relations tab of that contact, choose the case and choose "manage case" from ...
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CiviCase timeline activities added by Form Builder do not record current time
I'm finding that case activities added by Form Builder always seem to have 12:00 as their time, rather than the exact time the form was submitted.
In the simplest case this will apply to a form that ...
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2
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Extension "Documents" v.1.25 Network error + error in civicase
I'm very new to civicrm and have the latest version 5.76.2 running on a wordpress basis, also with the latest version. Now I wanted to test the "Documents" extension, so I installed it, but ...
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How to make a FormBuilder form that creates (1) Case (2) an Activity attached to that case, when completed by an anonymous user?
This is the desired behaviour:
anonymous user completes volunteer application form
the form creates:
a new contact record for the user
a new case of type Volunteering for that user
an activity, say ...