CiviCRM Community Forums (archive)

I am creating Civicrm cases via webform. The person submitting is to be the client. (also the creator)

I would like to assign all cases to a specific contact. In the activity/CiviCase tab I have selected Case manager role should be contact2.

I have added a contact2 to the webform and set this to a specific person via form widget "static" and "Set default contact from" = "specified contact".

I think that part is setup correctly but I see that the webform CiviCase is sending my specific contact (id=4) to the api as "creator_id".

I think that perhaps instead it should be doing a lookup on the manager role in the xml using the code below then using "addCaseRelationships" function to add the manager?

Looking up the manager role:
$xmlProcessor = new CRM_Case_XMLProcessor_Process();
$managerRoleId = $xmlProcessor->getCaseManagerRoleId($caseType);

In my xml I want to set it up this way because I don't want this role assigned to the creator (webform submitter) just to the manager:

   
   <RelationshipType>
        <name>Counselor</name>
        <manager>1</manager>
    </RelationshipType>

If I set it like this then my contact2 is completely ignored and the webform submitter becomes both the client and the manager.

   
   <RelationshipType>
        <name>Counselor</name>
        <creator>1</creator>
        <manager>1</manager>
    </RelationshipType>


Thanks Coleman! I'll give that a try.