How to add a second timeline

[irvken]

Hi, I've created a the xml file for a Civicase with two activity sets. If I want to add the second activity set to the case timeline in the case management screen, it's available in the "add timeline" but none of the activities are added to Case Activities list below.

I assume there is something wrong with my xml syntax - file pasted below - grateful for any help

Code: [Select]

<?xml version="1.0" encoding="iso-8859-1" ?>


<CaseType>
        <name>CMALT Accreditation</name>
        <ActivityTypes>
            <ActivityType>
              <name>Open Case</name>
              <max_instances>1</max_instances>
            </ActivityType>


            <ActivityType>
              <name>Registration</name>
            </ActivityType>
       
            <ActivityType>
              <name>Submission</name>
            </ActivityType>

    <ActivityType>
              <name>Receipt Confirmation</name>
            </ActivityType>
       
            <ActivityType>
              <name>Assign Assessors</name>
            </ActivityType>


          <ActivityType>
              <name>Lead Assessment</name>
            </ActivityType>
       
            <ActivityType>
              <name>Secondary Assessment</name>
            </ActivityType>
       
            <ActivityType>
              <name>Decision</name>
            </ActivityType>

      <ActivityType>
              <name>Award</name>
            </ActivityType>

           <ActivityType>
              <name>Phone Call</name>
            </ActivityType>


            <ActivityType>
              <name>Email</name>
            </ActivityType>

`<ActivityType>
              <name>First Submission Reminder</name>
            </ActivityType>

<ActivityType>
              <name>Second Submission Reminder</name>
            </ActivityType>


   <ActivityType>
              <name>Cancellation - Follow up</name>
            </ActivityType>
         </ActivityTypes>


         <ActivitySets>
                <ActivitySet>
                    <name>CMALT Accreditation</name>
                    <label>CMALT Accreditation</label>
            <timeline>true</timeline>
            <ActivityTypes>
                    <ActivityType>
                            <name>Open Case</name>
                            <status>completed</status>
                    </ActivityType>
                    <ActivityType>
                            <name>Registration</name>
                            <reference_activity>Open Case</reference_activity>
                            <reference_offset>1</reference_offset>
                            <reference_select>newest</reference_select>
                    </ActivityType>
                        <ActivityType>
                            <name>First Submission Reminder</name>
                            <reference_activity>Open Case</reference_activity>
                            <reference_offset>180</reference_offset>
                            <reference_select>newest</reference_select>
                        </ActivityType>
<ActivityType>
                            <name>Second Submission Reminder</name>
                            <reference_activity>First Submission Reminder</reference_activity>
                            <reference_offset>180</reference_offset>
                            <reference_select>newest</reference_select>
                        </ActivityType>

 
                   


                </ActivityTypes>
        </ActivitySet>

<ActivitySet>
                    <name>CMALT Submission</name>
                    <label>CMALT Submission</label>
            <timeline>true</timeline>
<ActivityType>
                            <name>Receipt Confirmation</name>
                           
                        </ActivityType>

                        <ActivityType>
                            <name>Assign Assessors</name>
                           
                    </ActivityType>
                        <ActivityType>
                            <name>Lead Assessment</name>
                           
                    </ActivityType>
                        <ActivityType>
                            <name>Secondary Assessment</name>
                           
                    </ActivityType>
                    <ActivityType>
                            <name>Decision</name>
                            <reference_activity>Lead Assessment</reference_activity>
                            <reference_offset>3</reference_offset>
                            <reference_select>newest</reference_select>   
                    </ActivityType>
    <ActivityType>
                            <name>Award</name>
                            <reference_activity>Decision</reference_activity>
                            <reference_offset>1</reference_offset>
                            <reference_select>newest</reference_select>   
                    </ActivityType>
</ActivitySet>

        </ActivitySets>
        <CaseRoles>
        <RelationshipType>
          <name>Case Coordinator</name>
          <creator>1</creator>
        </RelationshipType>
  </CaseRoles>
</CaseType>

[demeritcowboy]

1. To appear in the dropdown for activity types, your activity types need to be listed in the "main" <ActivityTypes> section too.
2. You need to have an activity set called "standard_timeline" if you want anything prepopulated on case creation.

[irvken]

Possibly I wasn't clear on what I wanted, because I know all of the above and have it in place. All my activities do appear in the dropdown and if you look at the file are listed in <ActivityTypes> section too. I have pre-populated the case with activities using the standard timeline, but how do add a second timeline.

It's available under Add Timeline on the case management page, a list of additional activities, to add to the case, but nothing gets added. Am I fundamentally misunderstanding the purpose of this utility? If it's not this, what is it for?

[Michael McAndrew]

Am I fundamentally misunderstanding the purpose of this utility?

- i don't think so.

Sounds like either a bug or an error in your syntax - do you have any other working additional timelines you are check against?

[irvken]

No, it's the first time I've tried this, an example xml file of a case with additional timelines would be useful though

[Michael McAndrew]

erik h would be a good person to ask for one. otherwise, i would try making one my making minimal changes from the example case xml

[Michael McAndrew]

i remembered that i have one: pretty sure this one worked: https://github.com/michaelmcandrew/rd/blob/master/templates/CRM/Case/xml/configuration/Opportunity.xml