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  • Case tags in view
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Author Topic: Case tags in view  (Read 991 times)

pmoz

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Case tags in view
December 06, 2014, 03:30:44 am
Hi all,

Struggling to get Case tags to appear in a view.
All other tags work fine, but the only tag fields I can add are related to contacts, not cases.

Any ideas?

Thanks again.

Erik Hommel

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Re: Case tags in view
December 07, 2014, 05:43:55 am
Possibly silly but did you check the setup of the tags? You can identify for each tag if they are used on contact, case, activity etc?
Consultant/project manager at EEatWork and CiviCooP (http://www.civicoop.org/)

pmoz

  • I post occasionally
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  • Posts: 101
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  • CiviCRM version: 4.4.0, 4.5.3
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Re: Case tags in view
December 07, 2014, 10:07:36 am
Not silly at all!

The tags are set up for Cases only, but I did experiment by adding them to Contacts too, they function normally then.

However, we use them as sub-case identifiers and would like to keep this functionality.

Erik Hommel

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Re: Case tags in view
December 08, 2014, 09:46:06 am
This is in CiviCRM 4.5? Is a known issue already as some of the case configuration has been updated in 4.5?
Consultant/project manager at EEatWork and CiviCooP (http://www.civicoop.org/)

pmoz

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Re: Case tags in view
December 08, 2014, 10:05:43 am
This is in 4.5.3.

I'm not sure this is a known issue or if I'm just not creating the view correctly.

Hmm...

Erik Hommel

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Re: Case tags in view
December 08, 2014, 11:08:25 am
Can you check the data in the civicrm table civicrm_entity_tag to check if the data looks ok in the civi DB? If that is the case then your view is definitely suspect  ;)
Consultant/project manager at EEatWork and CiviCooP (http://www.civicoop.org/)

pmoz

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Re: Case tags in view
December 08, 2014, 01:05:47 pm
As far as I can tell, the table looks good.

For the view, I get the regular tag field as an option, if I select that, I can see all contact tags (no case tags).

Is there a different field I should be looking for other than CiviCRM Tags: Name?

Here are the only tag options I can find:

pmoz

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Re: Case tags in view
March 22, 2015, 05:54:36 am
Still struggling with this issue.

If I select to filter on CiviCRM Tags: Name, I can see the case tags and add them to the filter.

If I use the view and select any of the tags as a filter, I get no results.  I know each of the case tags are associated with more than 10 clients.

If I use the Civi Case Search, I see the correct results, but I'd like to be able to keep folks out of the back-end as much as possible.

Thanks.
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviCase (Moderator: Dave Greenberg) »
  • Case tags in view

This forum was archived on 2017-11-26.