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Author Topic: Using webform-civicrm to update cases by case-id  (Read 1595 times)

cite0001

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Using webform-civicrm to update cases by case-id
March 24, 2015, 05:30:24 am
Problem:
How to add activities to existing case identifies by case id using webform-civicrm

My Attempt:
I see that webform civicrm allows to update an ongoing case but there is no way to specifie the case-id.

Workaround?
Can the case-id be passed in the url just like contact id (?cid=123) or some workaround like that

Coleman Watts

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Re: Using webform-civicrm to update cases by case-id
March 24, 2015, 05:34:27 am
A couple options: you can specify case type and status to update in the back-end, and then put contact id in the url.
This only wouldn't work if the contact had more than one open case of the same type.

Or if you need to be more precise, you can specify activity id in the url.
Try asking your question on the new CiviCRM help site.

cite0001

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Re: Using webform-civicrm to update cases by case-id
March 27, 2015, 12:38:27 am
Quote
A couple options: you can specify case type and status to update in the back-end, and then put contact id in the url.
This only wouldn't work if the contact had more than one open case of the same type.

Yes, the contact has several open Cases. We want to update a specific Case by case-id by adding New Activity. Is there a way or workaround for that?

Quote
Or if you need to be more precise, you can specify activity id in the url.
My requirement is to Add (not update) an Activity to a specific Case by Case-id.

Please suggest.

pmoz

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Re: Using webform-civicrm to update cases by case-id
April 01, 2015, 03:47:12 pm
We are looking for the same functionality.

I was trying to avoid creating loads of separate webforms and views but bit the bullet and created different webforms and views for each case type.

Thanks to Webform Civi Integration's newest release, we get to have the user select the activity type.  This functionality alone decreased the number of webforms you'd need to create dramatically.   

However, leaving the case type as a user select is going to lead to problems and the ability to pass case ids in the url seems like a logical progression.

We too have a number of folks with multiple open cases.
« Last Edit: April 01, 2015, 04:51:58 pm by pmoz »

pmoz

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Re: Using webform-civicrm to update cases by case-id
April 03, 2015, 02:52:27 pm
Just finished working on this and wanted to update on how we worked around it.

We first got one webform and view set up just the way we wanted it to record activities.

Installed Node Clone module.

Cloned the first webform and tweaked a few settings related to the case type and group filters. 
Cloned the view and tweaked only the filter and titles of each view.

In all, for one facet of our agency, I created 10 webforms and 10 views for 10 case types.

Really it was pretty quick and painless thanks to Node Clone and cloning views.

However, it would be useful to be able to pass the case id in the url and only have to create/maintain one webform/view for similar cases.

Coleman Watts

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Re: Using webform-civicrm to update cases by case-id
November 12, 2015, 06:15:07 am
In newer versions of webform_civicrm you can achieve this more precisely by:

  • Adding a case to the webform and passing its id in the url (e.g. node/123?case1=456)
  • Setting the activity to "file on case 1"
Try asking your question on the new CiviCRM help site.
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  • Using webform-civicrm to update cases by case-id

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