Case Configuration

[bdanza]

There seems to be a missing step when trying to configure Civicase... I created the XML files, put them in them in a folder outside the civic installation, told civic where they are, but when I try to create a case it keeps telling me the at civicase is not configured.

B.

[Michał Mach]

Are you sure you didn't omit any step? Can you give some more details about what's the custom directory and were do your XML files reside?

Thx,
m

[demeritcowboy]

Note it will only look in the custom_templates path. If you set up a custom_php path and put them there it won't find it.

[Kiran Jagtap]

just a guess have u load the required civicase data ?
( If not go to CRM/Case/xml/configuration.sample directory and run : mysql -uusername -ppassword civicrm_db_name <SampleConfig.mysql )

you might want to take a close look at Case Configuration document : http://wiki.civicrm.org/confluence/display/CRMDOC32/CiviCase+Admin

hope this help

kiran

[bdanza]

I did run the sample the SQL

and the custom info is in this directory /home/abcde/public_html/civic/sites/default/files/civicrm/templates/ and the directory is correctly set in here civicrm/admin/setting/path&reset=1

[Michał Mach]

It's a bit hard to diagnose it without looking at your instance. The instructions worked for many people before you, that why we assume it's not missing any steps. Can you double check all the activities that are mentioned in the instructions? Error message that you're suggesting (CiviCase not configured) means that something is probably wrong with either configuration files path or civicase data is not properly loaded.

Thx,
m

[xavier]

Hi,

I'd suggest you to read the relevant chapters in the book.

http://en.flossmanuals.net/CiviCRM/WhatisCiviCase

CiviCase is very powerful, but not that easy to configure and the error messages might not point you precisely to the step(s) you missed.

Good luck!

X+

[bdanza]

I deleted the entire case system, and then reinstalled it with new XML files... Take a look at the xml file below, I am trying to see what I am doing wrong.

B.

Code: [Select]

<CaseType>
  <name>Reports</name>
  <ActivityTypes>
    <ActivityType>
      <name>Open Case</name>
      <max_instances>1</max_instances>
    </ActivityType>
    <ActivityType>
      <name>Initial report idea</name>
    </ActivityType>
    <ActivityType>
      <name>Company evaluation</name>
    </ActivityType>
    <ActivityType>
      <name>Environment evaluation</name>
    </ActivityType>
    <ActivityType>
      <name>Report outline</name>
    </ActivityType>
    <ActivityType>
      <name>Assign researchers</name>
    </ActivityType>
<ActivityType>
      <name>Assign writers</name>
    </ActivityType>
<ActivityType>
      <name>Complete research</name>
    </ActivityType>
<ActivityType>
      <name>Write report</name>
    </ActivityType>
<ActivityType>
      <name>Edit report</name>
    </ActivityType>
<ActivityType>
      <name>Deliver</name>
    </ActivityType>
    <ActivityType>
      <name>Follow-up</name>
    </ActivityType>
<ActivityType>
      <name>Change Case Type</name>
    </ActivityType>
    <ActivityType>
      <name>Change Case Status</name>
    </ActivityType>
    <ActivityType>
      <name>Change Case Start Date</name>
    </ActivityType>
    <ActivityType>
      <name>Link Cases</name>
    </ActivityType>
  </ActivityTypes>
  <ActivitySets>
    <ActivitySet>
      <name>standard_timeline</name>
      <label>Standard Timeline</label>
      <timeline>true</timeline>
      <ActivityTypes>
        <ActivityType>
          <name>Open Case</name>
          <status>Completed</status>
        </ActivityType>
        <ActivityType>
          <name>Initial report idea</name>
          <reference_activity>Open Case</reference_activity>
          <reference_offset>1</reference_offset>
          <reference_select>newest</reference_select>
        </ActivityType>
        <ActivityType>
          <name>Company evaluation</name>
          <reference_activity>Open Case</reference_activity>
          <reference_offset>1</reference_offset>
          <reference_select>newest</reference_select>
        </ActivityType>
        <ActivityType>
          <name>Environment evaluation</name>
          <reference_activity>Open Case</reference_activity>
          <reference_offset>2</reference_offset>
          <reference_select>newest</reference_select>
        </ActivityType>
        <ActivityType>
          <name>Report outline</name>
          <reference_activity>Open Case</reference_activity>
          <reference_offset>2</reference_offset>
          <reference_select>newest</reference_select>
        </ActivityType>
        <ActivityType>
          <name>Assign researchers</name>
          <reference_activity>Open Case</reference_activity>
          <reference_offset>2</reference_offset>
          <reference_select>newest</reference_select>
        </ActivityType>
        <ActivityType>
          <name>Assign writers</name>
          <reference_activity>Open Case</reference_activity>
          <reference_offset>2</reference_offset>
          <reference_select>newest</reference_select>
        </ActivityType>
<ActivityType>
          <name>Write report</name>
          <reference_activity>Open Case</reference_activity>
          <reference_offset>20</reference_offset>
          <reference_select>newest</reference_select>
        </ActivityType>
        <ActivityType>
          <name>Edit report</name>
          <reference_activity>Write Report</reference_activity>
          <reference_offset>5</reference_offset>
          <reference_select>newest</reference_select>
        </ActivityType>
        <ActivityType>
          <name>Deliver</name>
          <reference_activity>Edit Report</reference_activity>
          <reference_offset>2</reference_offset>
          <reference_select>newest</reference_select>
        </ActivityType>
<ActivityType>
          <name>Follow-up</name>
          <reference_activity>Deliver</reference_activity>
          <reference_offset>5</reference_offset>
          <reference_select>newest</reference_select>
        </ActivityType>
      </ActivityTypes>
    </ActivitySet>
  </ActivitySets>
  <CaseRoles>
    <RelationshipType>
        <name>Coordinator</name>
        <creator>1</creator>
        <manager>1</manager>
    </RelationshipType>
    <RelationshipType>
        <name>Implementer</name>
    </RelationshipType>
    <RelationshipType>
        <name>Researcher</name>
    </RelationshipType>
    <RelationshipType>
        <name>Writer</name>
    </RelationshipType>
</CaseRoles>
</CaseType>

[demeritcowboy]

How are your option lists for case type, relationship type, and activity type configured? Are there matching entries for what is in your file?
Can you post the exact error you are getting and exactly at what step you get it?

[bdanza]

This is the error message I get

Code: [Select]

Sorry. A non-recoverable error has occurred.
We experienced an unexpected error. Please post a detailed description and the backtrace on the CiviCRM forums: http://forum.civicrm.org/
Return to home page.

I get it when I try to save a new case.

Currently I only have one case type, it's called reports (xml above)

when I look at the case in the DB, it has the case title but nothing in the other fields.

B.

[bdanza]

How are your option lists for case type, relationship type, and activity type configured? Are there matching entries for what is in your file?
Can you post the exact error you are getting and exactly at what step you get it?

I currently only have one option in case type "reports",
I have all the activities directly copied and pasted from the XML file
and finally

Code: [Select]

Coordinator of Case Company Individual Organization

[demeritcowboy]

How about relationship types?
All three of those configuration elements have to match between xml and the "name" field in the database, including case (meaning capitalization - no pun intended).
Additionally the xml filename has to match exactly the case type too (removing spaces/funny characters).

Can you post the backtrace from the civi log (something like sites/default/files/civicrm/templates_c/en_US/ConfigAndLog)?

[demeritcowboy]

Ok just saw your last entry - so all you have is Coordinator?
You need the other relationship types as in your xml file too.

And I know there was discussion about it but I'm not sure if anything other than Individual-Individual relationship types are supported at the moment for CiviCase.

[bdanza]

Code: [Select]

Dec 13 14:12:01  [info] civimail.cronjob.php

Dec 13 14:12:22  [info] $Fatal Error Details = Array
(
    [message] => We experienced an unexpected error. Please post a detailed description and the backtrace on the CiviCRM forums: http://forum.civicrm.org/
    [code] =>
)


Dec 13 14:12:22  [info] $backTrace = /home/site/public_html/civic/sites/all/modules/civicrm/CRM/Core/Error.php, backtrace, 277
/home/site/public_html/civic/sites/all/modules/civicrm/CRM/Case/XMLProcessor/Process.php, fatal, 184
/home/site/public_html/civic/sites/all/modules/civicrm/CRM/Case/XMLProcessor/Process.php, createRelationships, 96
/home/site/public_html/civic/sites/all/modules/civicrm/CRM/Case/XMLProcessor/Process.php, process, 58
/home/site/public_html/civic/sites/all/modules/civicrm/CRM/Case/Form/Activity/OpenCase.php, run, 293
/home/site/public_html/civic/sites/all/modules/civicrm/CRM/Case/Form/Case.php(384) : eval()'d code, endPostProcess, 1
/home/site/public_html/civic/sites/all/modules/civicrm/CRM/Case/Form/Case.php, eval, 384
/home/site/public_html/civic/sites/all/modules/civicrm/CRM/Core/Form.php, postProcess, 250
/home/site/public_html/civic/sites/all/modules/civicrm/CRM/Core/QuickForm/Action/Upload.php, mainProcess, 153
/home/site/public_html/civic/sites/all/modules/civicrm/CRM/Core/QuickForm/Action/Upload.php, realPerform, 130
/home/site/public_html/civic/sites/all/modules/civicrm/packages/HTML/QuickForm/Controller.php, perform, 203
/home/site/public_html/civic/sites/all/modules/civicrm/packages/HTML/QuickForm/Page.php, handle, 103
/home/site/public_html/civic/sites/all/modules/civicrm/CRM/Core/Controller.php, handle, 284
/home/site/public_html/civic/sites/all/modules/civicrm/CRM/Case/Page/Tab.php, run, 180
/home/site/public_html/civic/sites/all/modules/civicrm/CRM/Case/Page/Tab.php, edit, 212
/home/site/public_html/civic/sites/all/modules/civicrm/CRM/Core/Invoke.php, run, 219
/home/site/public_html/civic/sites/all/modules/civicrm/drupal/civicrm.module, invoke, 356
, civicrm_invoke,
/home/site/public_html/civic/includes/menu.inc, call_user_func_array, 348
/home/site/public_html/civic/index.php, menu_execute_active_handler, 18[/code]

[bdanza]

Ok just saw your last entry - so all you have is Coordinator?
You need the other relationship types as in your xml file too.

And I know there was discussion about it but I'm not sure if anything other than Individual-Individual relationship types are supported at the moment for CiviCase.

That makes more sense, so I cannot create a case for a company, it has to be a case for an employee of the company.

B.