2

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.
4

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.

  • we should add this to the wish list for our sprint – Coleman Feb 12 at 15:50
  • Noted. .. . . . . – Demerit Feb 13 at 17:36

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.