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Author Topic: Assigning case roles with multiple clients  (Read 1452 times)

mfmorris

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Assigning case roles with multiple clients
March 03, 2013, 01:50:51 pm
I'm running into a problem with CiviCase configured for multiple clients.

When I create a case, I don't seem to be able to add multiple clients on the Open Case activity, so I add extra clients on the Manage Case screen (generating new activities).  So far so good.  Then I assign some case roles.

The problem is that the case roles show up for the first client but not for the next client.  Example: Create a case with client Tweedledum.  Add Tweedledee as a second client.  Then assign case roles.  When the case is accessed via searching on contact Tweedledum, you see everything, but if you start by searching on Tweedledee the case roles are missing (see screen shots).

It works in reverse too.  Assign a case role while client Tweedledee is displayed, and that case role doesn't show up for client Tweedledum.

It appears that assigning a case role generates a relationship only with the "currently displayed" client (whichever that happens to be).  Am I missing or misunderstanding something?  Or is there a genuine problem?

Michael McAndrew

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Re: Assigning case roles with multiple clients
March 04, 2013, 12:31:48 am
Hi there!

Not sure if you have tried to replicate this on the CiviCRM demo site.  Doing so would allow you to pinpoint whether it is a issue with your site set up or the core distribution.

Though thinking about it, I guess you won't be able to do this since multiple clients is something that you have to define in the case xml, right? In which case you could always try this with an out of the box case type on your local install which would allow you to rule out your new case type being to blame.

Quote
It appears that assigning a case role generates a relationship only with the "currently displayed" client (whichever that happens to be).  Am I missing or misunderstanding something?  Or is there a genuine problem?

My *hunch* would is that there is a genuine problem, since IIRC the multiple client functionality was added afterwards and I am guessing the code which updates relationships was not updated appropriately.  If that is the case...

* it is worth submitting a bug report describing the issue
* you might want to get someone with the right skills to look further into the problem.  If you have resources to do that, it is likely to happen quicker

Michael
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mfmorris

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Re: Assigning case roles with multiple clients
March 04, 2013, 04:23:17 am
Thanks Michael.

I've confirmed that the behaviour is still there with an "out of the box" case type (housing support).  As you say, enabling multiple clients needs a change to Settings.xml so I guess I can't try it on the demo site.

I will put in a bug report, and also think about getting someone to look into it if possible.

Mary

mfmorris

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Re: Assigning case roles with multiple clients
March 04, 2013, 05:37:15 am
I have reported this as issue http://issues.civicrm.org/jira/browse/CRM-12012

Michael McAndrew

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Re: Assigning case roles with multiple clients
March 05, 2013, 06:44:54 am
Hi Mary,

Sounds good.  Feel free to update us if you get anywhere :)
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mfmorris

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Re: Assigning case roles with multiple clients
March 05, 2013, 07:32:42 am
Latest news is that the issue is being worked on, with a view to fixing it in 4.3.

Also the good news is that in trying to reproduce it, it emerged that the functionality to attach multiple clients is broken in 4.3, so this is being worked on as well.
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  • CiviCRM Community Forums (archive) »
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  • Assigning case roles with multiple clients

This forum was archived on 2017-11-26.