CiviCRM Community Forums (archive)

I am using release 2.x on that I have menu items for civiCase as well as the others. I see no of this on http://sandbox.civicrm.org/civicrm/. If I logon I cannot create a new case. I do not see the address fileds in new activity and "New Case for New Client".

Has the CiviCase facility n=been loaded?

I have probably not really understood what this site is for. Advice appreciated.

Thanks, I created a new activity and scheduled something. I notice that I had two items once I had saved and that the first was in red. Why is this classed as "scheduled"? If I complete it is disappears from the list leaving the scheduled one there. So, if I make an "on-the-fly" entry (create a new activity) I may want to edit it but it is not the same status as "scheduled" it is now "ongoing" or something. When a "scheduled" task becomes red (i.e. one the scheduled day or later), surely it will be confusing to have one of those red ones being the original post?

For your other URL I got:

.Access denied
You are not authorized to access this page

Are you saying everything is configurable?

The civicase component has been enabled on sandbox but I don't believe the configuration files have been set up. You might want to install on your own test machine and set the files up as in http://wiki.civicrm.org/confluence/display/CRMDOC/CiviCase+Configuration

The config. files do not appear to be setup. If I try for a case and click "Save" or "Save and New" an error page is returned.

Do I have to create the xml files myself in 3.0? I managed to create the Case Type in Administer civiCRM, so why wasn't the xml file created?

OK, I have done that and it now works.