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Author Topic: New record created for case manager each time a case is created  (Read 1083 times)

ryeradio

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New record created for case manager each time a case is created
November 13, 2012, 10:12:18 am
I am logged in as myself and I create a case. I have set the creator and manager to the person entering in the info. When I do that and create a case it works successfully listing me as the case manager. But when I  try to log in as someone else and I create a case, and it creates a new contact record for that person. I have even set his permissions to admin and it is still doing it. I found this issue because in the case role it lists his email address instead of his name. Then I looked up the email address as the contacts first name and there were several of them created for each case I was testing. What am I doing wrong? Why would it create a new record for this person (the case manager role) each time I add a new case?

Erik Hommel

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Re: New record created for case manager each time a case is created
November 13, 2012, 10:20:11 am
I am not sure I can follow your description, but can you check your case configuration file against this example? Translate Dossier manager as case coordinator.
Code: [Select]
<CaseRoles>
    <RelationshipType><name>Dossiermanager</name><creator>1</creator><manager>1</manager></RelationshipType>  <RelationshipType><name>Deurwaarder</name></RelationshipType>
<RelationshipType><name>Medewerker HAI</name></RelationshipType>
 </CaseRoles>
Consultant/project manager at EEatWork and CiviCooP (http://www.civicoop.org/)

ryeradio

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Re: New record created for case manager each time a case is created
November 13, 2012, 10:23:45 am
Below is what I have for my XML. Basically I am logged in as Bob. When I create a new case the case primary manager does not list Bob, it lists Bob's email. So I click on bob's email to see the contact information, and it was a newly created record (bob's email is listed as the name). It did not link it to bob's current user profile, it just created a new one.
 <RelationshipType>
        <name>Primary Case Manager</name>
      <manager>1</manager>
      <creator>1</creator>
    </RelationshipType>
    <RelationshipType>
        <name>Secondary Case Manager</name>
    </RelationshipType>

Erik Hommel

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Re: New record created for case manager each time a case is created
November 13, 2012, 10:25:54 am
Have you tried replicating that behaviour on the demo site?
Consultant/project manager at EEatWork and CiviCooP (http://www.civicoop.org/)

ryeradio

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Re: New record created for case manager each time a case is created
November 13, 2012, 10:44:51 am
No because it is successful when I login and create a case. I tried deleting his user name and recreating it and it is doing the same thing.

Erik Hommel

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Re: New record created for case manager each time a case is created
November 13, 2012, 10:46:37 am
I have never seen this behaviour, can have a play tomorrow morning and see if I can replicate it.
Consultant/project manager at EEatWork and CiviCooP (http://www.civicoop.org/)

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
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  • Using CiviCase (Moderator: Dave Greenberg) »
  • New record created for case manager each time a case is created

This forum was archived on 2017-11-26.