Assigning contacts to roles and activities

[timfluhr]

Hi.

I have a few questions.

Must all roles (other than client and case manager) be assigned to a contact manually?  I ask this because we have existing civicrm relationships that correspond directly to case roles and it would be helpful if those relationships were automatically assigned to the corresponding case role when a new case is opened.

Must activities be manually assigned as well?  Is there a way to assign an activity to a case role?

Thanks!

[demeritcowboy]

For case roles, see the CaseRoles section of the xml config file (http://book.civicrm.org/user/current/case-management/setup/ - down under Case Roles).

For activities, they can be prepopulated but I don't think preassigned. You might be able to use postProcess to write a hook and do the assigning after case creation, except I think the activities won't exist yet at the time the hook fires. (http://wiki.civicrm.org/confluence/display/CRMDOC/Hook+Reference)