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Author Topic: Cannot change "Case Coordinator" to a different contact  (Read 1082 times)

SarahG (FountainTribe)

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Cannot change "Case Coordinator" to a different contact
December 22, 2011, 06:36:24 am
I have CiviCase configured so that whoever creates the case is also treated as the "Case Coordinator", which is defined as a relationship between 2 individuals.  ( the label is the same for both the A-to-B and B-to-A)

I can create a new case without any issues.   However, when I try to change the "Case Coordinator" for the existing case, I get the error message:
"The relationship type definition for the Case Coordinator
(Case Manager) case role is not valid. Both sides of the relationship type must be an Individual or a subtype of Individual."

There is also a new activity of type "Assign Case Role" even though the step failed.

Any ideas?
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SarahG (FountainTribe)

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Re: Cannot change "Case Coordinator" to a different contact
December 23, 2011, 05:36:17 pm
I answered my own question. I had to change the "a_to_b" side to "any contact" as the client of the case is an organization, not an individual.
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michaellenahan

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Re: Cannot change "Case Coordinator" to a different contact
March 07, 2012, 08:45:37 am
Adding a quick note here in case it helps someone.

The client of my case is an Organization, too.

On this page:
civicrm/admin/reltype?reset=1&action=browse

Contact Type A should be Organization (in other words, the Case client organization)
Contact Type B should be Individual (in other words, the Case coordinator)

Originally, I got this the wrong way round which is how I encountered the error.
« Last Edit: March 16, 2012, 08:17:02 am by michaellenahan »

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  • Cannot change "Case Coordinator" to a different contact

This forum was archived on 2017-11-26.