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Author Topic: Creating New Case Types? ==ReallY! Come On!  (Read 800 times)

you4eea

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Creating New Case Types? ==ReallY! Come On!
August 11, 2012, 03:10:51 pm
Newbie, here..

Ok, so I'm posting here because I am having a hard time believing that adding a new case type would be so extremely time consuming, so I just want to make sure I am understanding everything I am reading.

In order to add a new Case Type I have to
1) create a XML file using either AdultDayCareReferral or HousingSupport as an example.
2) Go into the backend of CivicCRM activate the CiviCase Module and theN re-enter everything by hand again
as database entries i.e. Administer > CivicCase > Case Types > Add Case?

Really, Come On..  ??? Really...
WHY IN THE WORLD IS IT SETUP THAT WAY...
I'm totally lost here.. I have TO create a file with everything I need for a case type and then I have to go and than enter it into the database.. I'm so confused..... :o :o :o

Please would someone tell me this isn't true.. or that there is an easier way.

Thank

Noah

Erik Hommel

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Re: Creating New Case Types? ==ReallY! Come On!
August 13, 2012, 11:41:35 pm
Hi Noah,

I am not sure I understand your list, but setting up a case type is a pain....I really would like an API that does the setup for me, but that means we either find someone who will create it and share it or we get funding to get it done (as a Make It Happen).
This is what you have to do:

  • create all activity types and/or relationship types required for the case type (so if you only use existing ones you do not need to do anyting)
  • create an XML file based on the samples (I can send you another one if you like) in your template directory as /Case/xml/configuration/<your xml file>
Consultant/project manager at EEatWork and CiviCooP (http://www.civicoop.org/)

demeritcowboy

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Re: Creating New Case Types? ==ReallY! Come On!
August 19, 2012, 09:59:49 am
The use of XML was originally intended to make configs easily shareable between different orgs with similar configs, but it ended up being a hybrid because civi internally uses database config for most things, and as Erik notes it's a matter of somebody volunteering to do or fund an improvement. We did discuss it a year ago at a code sprint (http://civicrm.org/blogs/dave-d/should-configuration-information-be-stored-files-or-database) and due to time constraints we couldn't solve it then, although a decent improvement which did get done was to make civicase work out of the box with the sample config (thanks Yash). Prior to that it was even more work to get even the sample config going.
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  • Creating New Case Types? ==ReallY! Come On!

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