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Author Topic: Assign duplicate Case Roles?  (Read 1445 times)

cleanclothes

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Assign duplicate Case Roles?
September 28, 2010, 08:05:40 am
At the moment, it seems you can only assign one relationship to a specific Case Role. But in our organisation, it's rather common to assign two or more people to have a specific Case Role, due to part-time jobs etcetera. Of course you can go create roles like Advisor1, Advisor2, and so on but that seems rather backward.

Is this an intentional limitation or something that could be added with relative ease?

demeritcowboy

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Re: Assign duplicate Case Roles?
September 28, 2010, 09:35:03 am
Just click the Add New Role button at the top of the case roles section.

cleanclothes

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Re: Assign duplicate Case Roles?
October 05, 2010, 07:10:06 am
When I do that, the drop-down box only shows the roles that are currently not assigned.
Also, when you look at the assigned roles and edit them, you can only change them, not add another contact for that same role.

demeritcowboy

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Re: Assign duplicate Case Roles?
October 05, 2010, 07:19:18 am
Hmm,
Mine works, and so does the demo (http://drupal.demo.civicrm.org).

Not sure why it would only show unassigned roles. What version?

cleanclothes

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Re: Assign duplicate Case Roles?
October 05, 2010, 07:43:39 am
Version 3.2.0

maybe I've made a mistake in the setup somewhere.

The only obvious difference from our setup and the examples is that, in the extra Relationship types, we have Organisation-Individual and Organisation-Organisation as types for A and B, and in the examples it's always Individual-Individual.

Will do some more testing later this week. Thanks so far,

Paul Roeland
www.cleanclothes.org

demeritcowboy

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Re: Assign duplicate Case Roles?
October 05, 2010, 08:14:49 am
Originally it only supported Individuals. I'm not sure of the current status, but there is this in the queue:
http://issues.civicrm.org/jira/browse/CRM-4526

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviCase (Moderator: Dave Greenberg) »
  • Assign duplicate Case Roles?

This forum was archived on 2017-11-26.