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Author Topic: Adding second client does not take effect  (Read 933 times)

myles

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Adding second client does not take effect
September 26, 2012, 02:29:23 am
4.1.5 on Drupal 7

I have multiple clients allowed (1) in my Settings.xml

When creating a case I can only add one client.

When editing I have the option to add a client.

When I close the dialogue box (having selected the client)

the screen refreshes but

no second client is added to the case interface, and no case is added to the new client.

Where should I start to look for my error?

TIA

myles

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Re: Adding second client does not take effect
September 28, 2012, 09:08:08 am
Is there anyone else using multiple clients per case?

myles

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Re: Adding second client does not take effect
September 28, 2012, 09:31:03 am
I found CRM-7445 and the thread on the topic.

Checked the relevant code and found it to be as described by the fix...

But...

demeritcowboy

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Re: Adding second client does not take effect
September 28, 2012, 10:34:50 am
I've never used it but some thoughts:

Do you have "Add Client To Case" configured as an activity type in your xml for the case type?
Is there anything in the civi log (usually sites/default/files/civicrm/templates_c/en_US/ConfigAndLog, or something like that) ?

myles

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Re: Adding second client does not take effect
September 29, 2012, 12:30:00 pm
Great suggestions, thank you.

I didn't have 'Add Client To Case'

I do now.

I realise that I can include another client when I create a case just as you can for any activity.

I still can't add a client - I tried again from the manage client interface with the same results as before - I tried adding the activity - it is listed, but still doesn't do anything.

I guess I can just aim to remember to always create with the right clients and have a go at creating the record in the database that effects the linkage - any ideas what it is called!

Thanks again

myles

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Re: Adding second client does not take effect
September 29, 2012, 12:36:19 pm
I forgot to say thanks for pointing out the log - there are no errors listed.

inserting a new record with the id of the contact record of the client I wanted to add into the table civicrm_case_contact did the trick.

Sorry to be lazy and not sort out the coding problem (assuming there is one)
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