Author Topic: Case type XML file not working? (Read 932 times)

OregonJohn · February 02, 2015, 01:39:23 am

[edit] Solved, please read second message for bug? and solution.

Hi, thanks in advance for any help you can give me. I'm new to civiCase.

CiviCRM version: 4.5.5
CMS version: Drupal 7.34
MySQL version: 5.5.40
PHP version: php5-mysql

I'm trying to use the mysql and xml file to get case/activites/etc types setup. I have not been successful with the xml part of the project.

I have attached the two files I'm working with. The xml file is much simpler than I would use in a final attempt, but if I can get it working just once I figure I can make a more complex version work. The sql file is true for what I need in the final attempt. Even though there are a lot of case types in the sql file, I'm only trying to make the one case type "SS" work with xml (keep it simple at first!)

I'm using a fresh install of civiCRM, though I have uploaded my contacts nothing else is changed. I'm using VirtualBox so every time something screws up I revert back.

Here are the steps I've taken.

I open phpMyAdmin to civicrm/civicrm_case_type
** housing_support has null in the definition field

I open civiCRM to administration/civicase/case types
** I select edit for housing_support
** All the settings from the xml file appear after a very brief time.
** I check with phpMyAdmin and housing_support now has a BLOB in the definition field.

I open phpMyAdmin/civicrm and select SQL
** I copy and paste the contents of my edited version of case_sample.mysql.tpl (from rptSQL.txt) into phpMyAdmin
** Everything goes okay.

I check civiCRM for case types, activity types, etc. and everything is in there. So I assume the sql went through okay.

I place my version of housing_support.xml (SS.xml) into the same folder as housing_support.xml
** drupal/sites/all/modules/contrib/civicrm/CRM/Case/xml/configuration.sample/
** (I assume if that folder worked for housing_support it would work for my ss.xml)

I open civiCRM/administration/civicase/case types
** My new case types are in there.
** I select edit for my new SS case type (with matching xml file)
** I get a basic set of activities and the basic timeline, instead of what my xml file should insert.

What could I be doing wrong? It works for housing_support.xml but not my SS.xml file. I tried renaming SS.xml to ss.xml but that didn't seem to make any difference.

You guys are great, I really appreciate the help.

John in Medford, Oregon

OregonJohn · February 02, 2015, 11:43:03 am

I figured it out.

When I first go to edit a new case type civiCase puts in some kind of standard activities and timeline activities.

I have to go back to the edit case types page, select my new case type, then select 'More', then select 'revert'.

Once I have reverted, when I again open the case type for editing my new xml information is in there.

Is that a bug or a feature?

John

pmoz · February 02, 2015, 02:29:42 pm

Good stuff John, but I've got to ask, why are you still going through the steps of creating and editing xml files?
With that new CiviCase UI, you don't need them anymore and in turn, CiviCase got a whole lot more usable.

That's interesting about the revert option.
I never noticed it there.

OregonJohn · February 03, 2015, 12:44:23 pm

I am importing data from an old case tracking database program that has hundreds of steps in what they call 'rules' that directly equates to civiCRM case timelines.

There are 37 rules with a total of 381 activities. While most rules/timelines have only a few activities, 3 of them have more than 40 activities. That's all too much to be hand creating ... though I do love the new UI and it makes it possible for them to easily edit the timelines or create new ones, definitely.

I'm an old hand at it so I'm using MS Access to extract the data from the old tables and create XML files for each of the rules. I already have Access queries/report to create the mysql query to create the case types, and queries to export the contacts in csv files ready to use the contact-import UI. I would love to find the time to learn LibreDatabase to do this type of work, maybe soon.

I am creating the Access queries and scripts to export/import contacts, cases and activities. The goal is to do this transition in one day (maybe two) so the workers use the old database on Friday and the new one on Monday.

This is a six-attorney firm. They are paying me (not much but I love the task) to transition them from MS Windows to Linux, and from their proprietary case management system to open source (when I found civiCase I knew it would work for them). I hope to find other law firms willing to make the switch, and maybe even our local non-profit legal services organization. In turn, I hope all that brings in enough money that I can support civiCRM and civiCase financially and experientially. I will get enough out of this job to donate a little.

Thanks for checking in.

John in Oregon

pmoz · February 28, 2015, 04:21:39 am

Nice work and you're a better man than I!

I was not a fan of those xml files.

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Author Topic: Case type XML file not working? (Read 932 times)

OregonJohn

Case type XML file not working?

OregonJohn

Re: Case type XML file not working?

pmoz

Re: Case type XML file not working?

OregonJohn

Re: Case type XML file not working?

pmoz

Re: Case type XML file not working?