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  • creating cases from frontend
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Author Topic: creating cases from frontend  (Read 2014 times)

pino8314

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creating cases from frontend
August 29, 2012, 11:33:03 pm
Hi,
Using CiviCRM with Joomla, I need to know if you can create cases from the frontend.
I have to give the opportunity, for registered users to the site, to create the ticket directly from the frontend.

how can I enable this feature?

thanks

Erik Hommel

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Re: creating cases from frontend
August 30, 2012, 12:17:22 am
Is CiviCase enabled on as a component? You can do this in the System Settings / Enable Components. If this is a 'ofcourse I have done that!" you need to give me a little more detail about what you are trying to achieve  ;D
Consultant/project manager at EEatWork and CiviCooP (http://www.civicoop.org/)

pino8314

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Re: creating cases from frontend
August 30, 2012, 02:56:04 am
Yes, CiviCase is enabled as a component.

I need to enabled non-admin users to create tickets (cases) from the front-end (not back-end) of my web site.

I should create a new menu item linked to a view of the Civicase component:

1. Open the "Menu Manager: New Menu Item" page
2. Select in the "Menu Item Type" the Civicase component view

Unfortunately, the popup opened by the "select" button doesn't show the Civicase view.

thanks

Erik Hommel

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Re: creating cases from frontend
August 30, 2012, 04:55:17 am
Okay, I understand now. My experience is with Drupal, and I would either use the Webform / CiviCRM integration to present data from CiviCRM in my frontend (http://drupal.org/project/webform_civicrm. Alternative is to use the CiviCRM API to create cases in CiviCRM from your frontend? More information on the API can be found here: http://book.civicrm.org/developer/techniques/api

Is that what you are looking for?
Consultant/project manager at EEatWork and CiviCooP (http://www.civicoop.org/)

Michael McAndrew

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Re: creating cases from frontend
August 30, 2012, 05:45:06 am
Also this question was asked not so long ago :) - you can see the discussion here: http://forum.civicrm.org/index.php/topic,24158.0.html
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pino8314

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Re: creating cases from frontend
August 31, 2012, 01:26:58 am
Quote from: Erik Hommel on August 30, 2012, 04:55:17 am
Okay, I understand now. My experience is with Drupal, and I would either use the Webform / CiviCRM integration to present data from CiviCRM in my frontend (http://drupal.org/project/webform_civicrm. Alternative is to use the CiviCRM API to create cases in CiviCRM from your frontend? More information on the API can be found here: http://book.civicrm.org/developer/techniques/api

Is that what you are looking for?

I was hoping for a default functionality.

What can you tell me of Administer/Customize Data Screens/Profiles?

I tried to create a profile type of activity, but in frontend I get this error

"Profile search, view and edit are not supported for Profiles which include fields for more than one record type."

thank you very much for your help
« Last Edit: August 31, 2012, 01:30:30 am by pino8314 »

Michael McAndrew

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Re: creating cases from frontend
August 31, 2012, 10:37:14 am
essentially, what it is saying in a very convoluted way is that you cannot put activities or cases into profiles that you expose in the front end.

afaik, no one has coded this functionality for joomla + civicrm combo.

the following may not be relevant to you but in drupal this functionality is acheived via webform civicrm integration.
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pino8314

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Re: creating cases from frontend
September 02, 2012, 11:00:57 pm
Quote from: Michael McAndrew on August 31, 2012, 10:37:14 am
essentially, what it is saying in a very convoluted way is that you cannot put activities or cases into profiles that you expose in the front end.

afaik, no one has coded this functionality for joomla + civicrm combo.

the following may not be relevant to you but in drupal this functionality is acheived via webform civicrm integration.

I understand, I will try to develop something ad-hoc
thank you very much

Erik Hommel

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Re: creating cases from frontend
September 03, 2012, 12:58:26 am
And use the API in what you are trying ad-hoc, at least you will be using that part of standard functionality?
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nant

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Re: creating cases from frontend
September 12, 2012, 06:09:46 am
Quote from: pino8314 on September 02, 2012, 11:00:57 pm
Quote from: Michael McAndrew on August 31, 2012, 10:37:14 am
essentially, what it is saying in a very convoluted way is that you cannot put activities or cases into profiles that you expose in the front end.

afaik, no one has coded this functionality for joomla + civicrm combo.

the following may not be relevant to you but in drupal this functionality is acheived via webform civicrm integration.

I understand, I will try to develop something ad-hoc
thank you very much

I would also be interested in this - let me know if I can help (testing, etc).
--
Nick (aka nant from CB Team)
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviCase (Moderator: Dave Greenberg) »
  • creating cases from frontend

This forum was archived on 2017-11-26.