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When I enable CiviCase I get a whole load of sample configuration added in that I didn't want. Is there a way to (a) get rid of it easily and (b) install CiviCase without that happening in the first place?

e.g.

  • two case types are created. I can disable these but I don't seem to be able to delete them.
  • several relationship types are created, I can delete them one by one...
  • several case statuses are created (minor, only "urgent" needs to go)
  • various other bits, I think.
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  • I found these examples rather helpful when I started using case management. And we just deactivated them when we set up our customer's system.
    – user7094
    Commented Jun 5, 2019 at 14:37
  • @andrea sure. But once you want rid, there's now an extension to make that quicker/easier: lab.civicrm.org/artfulrobot/case-cleanup Commented Feb 27, 2020 at 10:29

2 Answers 2

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The short answer is no. But it's a good point. I think this is mostly just left over from the original implementation when setting up civicase was difficult, and it was hard to know what it would look like without an example. There didn't used to be a UI - just hand-coded xml files.

You might have to delete some of a case type's definition parts first before deleting the actual type, since it might consider it "in use". But you are going to need at least one case type, so as a workaround for now instead of deleting you can edit the case type.

The relationship that is defined within the case type as the case manager has to exist.

The Open Case activity type does need to exist since it has some semantics associated with it, along with some other activity types, e.g. "Link Cases".

The Urgent status is used for hiliting on the Case Dashboard, but it will function fine if you delete it.

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  • we should add this to the wish list for our sprint
    – Coleman
    Commented Feb 12, 2019 at 15:50
  • Noted. .. . . . .
    – Demerit
    Commented Feb 13, 2019 at 17:36
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I've written an extension that will disable the bits that CiviCase creates.

Install it, run it, uninstall it.

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  • are you able to change the accepted answer?
    – petednz - fuzion
    Commented Feb 27, 2020 at 18:24
  • oh yeah, I am. Done. Commented Feb 28, 2020 at 12:06

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