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  • CiviCRM Community Forums (archive) »
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  • Using CiviCase (Moderator: Dave Greenberg) »
  • Civi Case Dashboard: what do i see?
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Author Topic: Civi Case Dashboard: what do i see?  (Read 406 times)

Betty Dolfing

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Civi Case Dashboard: what do i see?
August 27, 2014, 03:09:26 am
I am trying to find out when cases will show up in 'My Cases with upcoming activities' in Cases - Dashboard.

I very much like the overview of all cases with different statuses. However, I can find out when a Case is added to My Cases overview.

I have tried with giving myself a role on the case, I have tried assigning an activity to myself, I have tried to make myself a Casemanager.

In all options, the cases don't show up in 'My cases with upcoming activities'.

Can anybody help me?

demeritcowboy

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Re: Civi Case Dashboard: what do i see?
August 27, 2014, 07:24:26 am
Are you using the stock case types/activity sets? It should be if you have a role AND there is an upcoming activity. If you aren't using the stock types, then maybe there is no upcoming activity?

If you switch the radio button at the top right to All Cases does the case show up then?

Betty Dolfing

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Re: Civi Case Dashboard: what do i see?
August 27, 2014, 07:33:08 am
What do you mean by the stock case types/activity sets?
 
When I turn on All Cases, they show indeed all cases, so it does show up in the summary.

demeritcowboy

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Re: Civi Case Dashboard: what do i see?
August 27, 2014, 07:40:34 am
I just mean whether you are using the case types and settings supplied by default or your own case types.

But otherwise I'm not sure what else to check. Have relationship types been altered? Other case-related settings?

Betty Dolfing

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Re: Civi Case Dashboard: what do i see?
September 01, 2014, 12:35:45 pm
Thanks for you help, I got it working now.
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviCase (Moderator: Dave Greenberg) »
  • Civi Case Dashboard: what do i see?

This forum was archived on 2017-11-26.