I know I'm getting this wrong!

[cantthinkofanickname]

I have configured a contact. When I log into the FE I get "Cannot find a contact Id." If I do a find conatcts I get the contact I setup but no contact Id. as such. Why doesn't the FE see this contact?

[Dave Greenberg]

For Joomla! - all CiviCase functionality is done in the "back-end" (admin interface).

I've now posted a pretty complete first draft of documentation for CiviCase configuration which hopefully will help you make progress. However, I will caution that this is a "first release" for CiviCase and it's still in alpha - so you may or may not find it a good fit for your current needs.

http://wiki.civicrm.org/confluence/display/CRMUPCOMING/CiviCase+Configuration

[cantthinkofanickname]

Hope I can use this post to track my progress. I have started to use CiviCase and I see that there is some default configuration. I tried to start a "New case for New client" and got this response:

unrecoverable error
    Sorry. A non-recoverable error has occurred.

    We experienced an unexpected error. Please file an issue with the backtrace.


I have setup a new case type xml and in the admin and selected that for the Case Type although not all the elements e.g. "<name>Facilitate first appointment</name>" are in the DB.

Sorry don't know what backtrace is! Advice appreciated.

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

<CaseType>
  <name>Information And Advice</name>
  <ActivityTypes>
    <ActivityType>
      <name>Open Case</name>
      <max_instances>1</max_instances>
     </ActivityType>
    <ActivityType>
      <name>Notify service provider</name>
    </ActivityType>
    <ActivityType>
      <name>Facilitate first appointment</name>
    </ActivityType>
   <ActivityType>
      <name>Change Case Type</name>
    </ActivityType>
    <ActivityType>
      <name>Change Case Status</name>
    </ActivityType>
   <ActivityType>
      <name>Follow up</name>
    </ActivityType>
  </ActivityTypes>
  <ActivitySets>
    <ActivitySet>
      <name>standard_timeline</name>
      <label>Standard Timeline</label>
      <timeline>true</timeline>
      <ActivityTypes>
        <ActivityType>
          <name>Open Case</name>
          <status>Closed</status>
        </ActivityType>
      </ActivityTypes>
    </ActivitySet>
  </ActivitySets>
  <CaseRoles>
    <RelationshipType>
        <name>Security Advisor</name>
        <creator>1</creator>
    </RelationshipType>
    <RelationshipType>
        <name>Locksmith</name>
    </RelationshipType>    
  </CaseRoles>
</CaseType>

[Donald Lobo]

1. please create a new forum topic for each set of issues. makes it easier for folks searching for problems and solutions in the future

2. please enable debugging and backtrace (administer civicrm >> global settings >> debugging) and cut-n-paste the backtrace

thanx

lobo

[petednz]

also helps if your 'subject' makes it pretty obvious what the issue is - cheers

[cantthinkofanickname]

OK, point taken I will be specific per problem issue in future. Next chance I get I will try to offer a trace or whatever.

For this post, what's confusing me is the relationship between the xml, DB and code. Am I right in thinking the xml is read to determine the form fields required (but the defaults being built in anyway) and the DB is needed to store the entered fields? Although I appreciate the descriptions I find myself going round in circles. Wondering also if to just load up the example (medical project) and hack that until I have what I want - would this be a good idea?

What I need is entirely (I think the CiviCase part). What other parts of CiviCRM do I need to get going (e.g. email can wait)?

[Dave Greenberg]

The XML files basically act as a "filter" on the records in the DB. For example, you might have 20 activity types defined in the DB - and then assemble a case type configuration (xml) file which names 6 activity types out of the 20 that are used for THAT type of case. Putting the physicianhealth configuration and DB files in place and hacking from there might work well for a first "exploration".

HOWEVER, your profile states that you're running Joomla 1.0.15 on a PHP4 server. CiviCRM 2.2 (which includes CiviCase) requires Joomla 1.5.x and PHP 5.2+ I would not recommend continuing down this path until you can upgrade your environment.

[cantthinkofanickname]

Thanks I will have a go at getting them in place via the SQL data in thos instructions.

I have the latest WAMP and have updated my profile.

[AshwellPrince]

Its really very good information, thanks for that.