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Author Topic: Case to Organisation  (Read 1794 times)

CatorgHans

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Case to Organisation
December 09, 2011, 03:00:25 am
It is possible to add a Case to an Organization.

But it then is not possible to assign Case Roles to that Case, because those Relationships have to be Individual-Individual.
Is there a way to have Case Relationships have more then one Contact type (or don't care about Contact Type)?

Or to disallow adding a Case to an Organization?

Dave Greenberg

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Re: Case to Organisation
December 09, 2011, 09:06:31 am
Hans - I think you have 2 options ...
1. Create another set of relationship types for organization cases and configure them in another set of case types (and associated .xml files). This is potentially a PIA - altho for some settings it really makes since since "organization" cases are different.

2. Investigate and submit a patch for changes needed to allow the a_b or b_a side of a relationship type to be defined as 'Contact' (i.e. allow any contact type). We looked at this briefly during the UK sprint in August but didn't have time to implement.
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petednz

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Re: Case to Organisation
February 26, 2012, 03:30:03 pm
Hi - never sure when best to open a new issue but there are several posts that circle around the issue of using CiviCase for Cases where Organisations are at the heart of the system, in our case the client does Auditing of outdoor safety for Organisations and businesses.
I have a role that I want to use as a Case Role
it is Auditor of/Auditee of and should tie the Auditor to the Organisation being audited.
When we try and use that option we get
"The relationship type definition for the Auditee of case role is not valid. Both sides of the relationship type must be an Individual"

In  I had to change the "a_to_b" side to "any contact" as the client of the case is an organization Sarah said she got around this by making the relationship work with Any Contact. I tried that and it failed.

My other Relationship which is used for the Case Manager seems to be working fine though, despite also being Individual <>Org Sub Type.

The concept of Orgs as the main actor in a Case has also been discussed here http://forum.civicrm.org/index.php/topic,7264.msg32230.

Are we going to need to patch to get this working, or is there a work around that others are using.

In our use case currently there is only one type of Case and it involves Orgs - so we are not needing some Case Types to work for Indivs and other for Org - in case that makes it any easier to accomplish.

I haven't had a chance to look at what is in this old ticket - http://issues.civicrm.org/jira/browse/CRM-4526
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Dave Greenberg

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Re: Case to Organisation
February 27, 2012, 03:54:44 pm
As discussed on IRC, I was able to create a case type definition (xml) which used a relationship type for Auditee / Auditor where the Auditee (contact A) is an Organization and the Auditor (contact B) is an Individual. And I am able to add case roles of this type to an existing case (where client is an organization). I did notice the "both sides must be an Individual" error pop-up when I picked a mis-matched combination (i.e. tried to add this case role with Individual as client) - so the message is misleading / obsolete. I modified it to:

"The relationship type definition for the %1 case role is not valid for the client and / or staff contact types."

http://issues.civicrm.org/jira/browse/CRM-9755
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petednz

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Re: Case to Organisation
March 07, 2012, 09:34:06 pm
right you are, if i reverse the relationship i (nearly) get it

So as a Relationship
Fuzion is the Auditee and Stu is the Auditor
but in Case it gives me a line saying
Auditee >> Stu

which doesn't seem to be the right way round

i can probably figure some ambiguous term to get around this but suggests that by using the A label it seems to be pointing the wrong way round
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Dave Greenberg

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Re: Case to Organisation
March 09, 2012, 06:04:34 pm
Yeah - I saw that same "backwards" issue too. Spent some time trying to sort out why and what the fix is - but didn't come up with an easy answer. I think the pop-up for adding roles is looking at the wrong "direction" as is the logic which grabs the label in the Case Roles listing. Maybe Eileen and I can look at this some more during the sprint if it's a priority.
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviCase (Moderator: Dave Greenberg) »
  • Case to Organisation

This forum was archived on 2017-11-26.