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CiviCRM Case Tokens

Screenshot

This extension implements some additional tokens for use in Message Templates when generating PDF/sending emails for Cases.

The extension is licensed under AGPL-3.0.

Requirements

  • PHP v5.4+
  • CiviCRM 4.7+

Installation (Web UI)

This extension can be installed via the Web UI.

Installation (CLI, Zip)

Sysadmins and developers may download the .zip file for this extension and install it with the command-line tool cv.

cd <extension-dir>
cv dl org.civicrm.casetokens@https://github.com/civicrm/org.civicrm.casetokens/archive/master.zip

Installation (CLI, Git)

Sysadmins and developers may clone the Git repo for this extension and install it with the command-line tool cv.

git clone https://github.com/civicrm/org.civicrm.casetokens.git
cv en casetokens

Usage

Select the case tokens from the dropdown "tokens" list.

Currently implemented:

  • "Case Roles":
    • "case_roles.{$role}_display_name"
    • "case_roles.{$role}_address"
    • "case_roles.{$role}_phone"
    • "case_roles.{$role}_email"

Known Issues

The tokens will only be available for selection in MessageTemplates via the Send an Email / Print PDF forms when accessed directly via a Case (this is because it uses the Case ID to get the configured case roles).