Configuration file could not be retrieved for case type

[Dave Smith]

I have just spend two days trying to get civiCase up and runnng. I get this error message when I try to add a new case:

Sorry. A non-recoverable error has occurred.
Configuration file could not be retrieved for case type = 'xxxx' (learn more...).
Return to home page.

I see that this issue was raise in this thread:
http://forum.civicrm.org/index.php/topic,6719.0.html

As far as I can see from a thorough search of the Forum, this is the only thread in which this issue was raised.

I the final posting, Dave G said:

Regarding your fatal error - the error is occuring in the createRelationships() function. Looks like you have a relationship type referenced in the configuration (xml) file that is not been inserted in the DB.

Using this advice, I have gone through everything again and cannot see where I might be going wrong.

The only thing i am wondering is if I need to manually insert some information in the DB rather than use the admin screens.

Any help would be much appreciated.

[demeritcowboy]

Are you able to get it running with the sample data?

Also check the naming of the file / relationship types. You want to be matching on the "name" column that is in the database, not the label that you see in the admin screens. And it's case-sensitive.

[Dave Smith]

I used the sample data as a template - but I will check it again and see if that works.

In the meantime, I've checked the name in the database. Do you mean 'name a_b' or 'name b_a'? I've tried both to no avail.

I have some sub-types. Could that be contributing the the problem?

[demeritcowboy]

name_b_a as described here
http://wiki.civicrm.org/confluence/display/CRMDOC32/CiviCase+Configuration

but also see the green box at the top of section 2 where it talks about filename. The error seems to indicate it isn't relationship related but case-type / file related.

[Dave Smith]

Hi demeritcowboy

Thanks for your response which have have worked on thoroughly.

I have spent the last few days going through the Case Configuration Giudance notes and, inparticular, checking that the names in the database are consistence with what I am using.

What I did find is that when I make a change (through civi admin) to the name in contact-type this does not seem to automatically make a similar correction to the name in relationship-type. I addressed that by deleting the relationship-types that I had and reinserting them with the exact names. It did not resolve the problem.

I then used the sample template (Housing Support) and (through civi admin) installed the contact-types and relationship-types that were referred to in the sample configuration files. Again, the same error message.

On going through the confighuration setup notes line by line, I notice in "2. Case Configuration Files" it says this:

<CaseType> - Top level element

<name> - Name of this case type. Must match a value stored in the CiviCRM database (civicrm_option_value.name).

<ActivityTypes> - Listing of all the activity types which might be used in this type of case

<ActivityType> - A specific activity type

<name> - Name of this activity type. Must match a value stored in the CiviCRM database (civicrm_option_value.name). (My emphasis)

i have tried to find civicrm_option_value.name in my database and, whilst I can find that table, there is nothing in the 'name' column which has the names of any of the case-types I have been trying to set up (including the sample Housing Support one).

Now, i am wondering this ...

... am I looking in the wrong place (I'm not a real expert on this so I'm just using common sense)?
... have I identified what my problem might be?
... have the configuration guidance notes made an incorrect reference and pointed me in the  wrong direction?

Your continued efforts on this would be much appreciated.

The civiCase module looks very useful and I am exceptionally keen to get it up and running.

Thanks.

[demeritcowboy]

i have tried to find civicrm_option_value.name in my database and, whilst I can find that table, there is nothing in the 'name' column which has the names of any of the case-types I have been trying to set up (including the sample Housing Support one).

That sounds odd. Did you install the sample data when you installed civi? (http://wiki.civicrm.org/confluence/display/CRMDOC32/Drupal+Installation+Guide#DrupalInstallationGuide-5.RuntheInstaller)

If not, you can re-run that part manually by running the CRM/sql/civicrm_generated.mysql script, although it might conflict with any settings you may have already made, so if you're willing to lose those settings, you can run the CRM/sql/civicrm.mysql script followed by the CRM/sql/civicrm_generated.mysql script to ensure a starting working config. It's possible to do it without the sample data but for your first time just go with the sample data.

[Dave Smith]

This is an active civiCRM site with over 600 database entries that have been developed over the last four years.

I didn't install either Drupal or civiCRM so I'm not sure how it was done.

Would following your suggested course of action risk my current database and its entries?

[demeritcowboy]

Ah, this is getting more complicated. Yes those steps would delete your data.

You may want to consider hiring some help. (Disclaimer: I work for one of the companies listed on the professionals page.)

Or if you want to continue yourself consider making a local copy of the site and then you can test things at will. This might help http://wiki.civicrm.org/confluence/display/CRMDOC32/Moving+an+Existing+Installation+to+a+New+Server+or+Location

[evelynirving]

Dave, were you ever able to resolve this issue.  I have been beating my head in for at least 5 days on this.

[Tara_Penner]

I just wanted to quickly share my experience with this same error. I was having the same issue with a case type called 'Funding Opportunity'. I had previously created a case type called 'Funding Review', which I subsequently deleted.

Every time I tried to create a case for 'Funding Opportunity' I would get the error above (config file for Case Type 'Funding Review' not found). I checked and re-checked the xml file, and couldn't see why, when the sample data and other cases I had created worked fine.

In the end I deleted that case, and recreated it with a new name, 'Funding Assessment', and now it works.

Not sure if that helps at all, but it got me over this hurdle.

Tara

[Glenstorm]

I am a new user of CiviCase and am experiencing this same problem.  When I create a new Case immediately after saving the case the error pops up.  I have configured the xml files per the walkthrough.  The same error happens for the sample data also.  I dug around in the MySQL tables and saw the the name field was entered as housing_support and adult_day_care_referral.  I edited these to match the name field in the XML files but that did not help either.  I am not sure how to proceed at this point.  Any advice would be greatly appreciated.

I am running CiviCRM version 4.0.2 within Joomla 1.6.3

[gastrit]

Glenstorm: Is your xml filename the same as <name>-tag inside the xml file. If so is that name the exact same as the name in the database (civicrm_option_value.name)?

The name of a case type does not change when you change the name in the admin pages - just the label is being changed. So you have to look in the database to be sure.

[Glenstorm]

Gastrit,

Yes the names match.  Except for a space between the words in the name tag.  The confusion for me is that the error:

Sorry. A non-recoverable error has occurred.
Unable to load configuration file for the referenced case type: 'housing_support' (learn more...).

indicates the system is trying to match for "housing_support"  Not "Housing Support" OR "HousingSupport".  Exploring MySQL I find that this is in the civicrm_option_value table.  I imagine this was set by the MYSQL script included with the sample files.  Is this correct?

Also, could someone confirm that this path looks valid for my configuration files?  I came across a mention that the files needed to be in a custom templates folder but I haven't found something like that in my directories.

/home/faitmil7/public_html/staff/media/civicrm/custom/CRM/Case/xml/configuration/Settings.xml

[gastrit]

Also, could someone confirm that this path looks valid for my configuration files?  I came across a mention that the files needed to be in a custom templates folder but I haven't found something like that in my directories.

/home/faitmil7/public_html/staff/media/civicrm/custom/CRM/Case/xml/configuration/Settings.xml

You have to specify this path in CiviCRM: Click Administer->Configuration->Global Settings->Directories and set the custom template path. Your configuration files should be in <custom templates path>/CRM/Case/xml/configuration.

Hope this solves your problem!

[Glenstorm]

That was it!!

I was misled by the 1st step of the Configuration instructions.  It reads:

If you haven't already created a custom template directory for your Civi install, please create a directory outside of the CiviCRM module directory (placing it in the same path as your "Custom Files" directory would be a good choice). Then visit yoursite.org/civicrm/admin/setting/path&reset=1 and register the path you have just created. (learn more...)

Inside your custom templates directory, create the path /CRM/Case/xml/configuration

. . .

I think this needs to be cleaned up a little because:
right above the Custom Templates field on the Administer>Configure>Global Settings>Directories
page there is a Custom Files field.  I had set the path there and thought I was good to go.