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Author Topic: Case Roles  (Read 1104 times)

Upperholme

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Case Roles
March 19, 2014, 08:38:55 am
I'm working on a local install running Joomla (2.5.14) and CiviCRM 4.4.4, with the CiviCase component activated. My CaseType xml file has been written and is in place. I've set up the relationships, activity types and the case type.

I can create a case and everything looks to be working as expected. But I can't see anything listed in the Case Roles pane. It just displays the little 'processing' bar all the time. And when I try to add a Case role, none of my case-type-specific relationships are available in the list (in fact all I can see are Child, Spouse, Partner Sibling and Supervised by - so other defaults - Volunteer and Employee/Employer are not available either).

I've double checked everything and can't spot any obvious errors in my setup. I notice from the issue queue that there have been problems with case roles not being listed in earlier releases. Wondering whether this is a reappearance of older bug, or possibly something specific to Joomla. Any inout welcome, in the meantime I'll keep looking.
Graham Mitchell
http://mc3.coop

Coleman Watts

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Re: Case Roles
March 19, 2014, 08:44:33 am
Can you ensure that the "Case roles" defined in the xml file all reference relationship types that actually exist?
Try asking your question on the new CiviCRM help site.

Upperholme

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Re: Case Roles
March 19, 2014, 08:52:06 am
Thanks for the prompt response. All of the relationship types exist in the database, and I can see and edit them through the UI. What I have noticed is that they were set such thatContact A and Contact B were both of the 'Any Contact' variety. Changing this seems to affect their visibility in the drop-down of 'Add new Role'. So that's something. Perhaps 'Any Contact' means something other than any contact type?

So that's a step forward at least. But when i add a role, I would expect it to appear in the list of roles in the Roles pane, but I can't anything to show up there.
Graham Mitchell
http://mc3.coop

Upperholme

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Re: Case Roles
March 19, 2014, 09:01:15 am
From what I can see there is an AJAX call happening to attempt to populate the list of case roles:

The response I'm seeing in Firebug goes something like this:

Code: [Select]
<br />
<b>Notice</b>:  Undefined index: cid in <b>/Users/graham/Documents/work/webdocs/joomla/administrator/components/com_civicrm/civicrm/CRM/Activity/Page/AJAX.php</b> on line <b>253</b><br />
<br />
<b>Notice</b>:  Undefined index: cid in <b>/Users/graham/Documents/work/webdocs/joomla/administrator/components/com_civicrm/civicrm/CRM/Activity/Page/AJAX.php</b> on line <b>253</b><br />
<br />
<b>Notice</b>:  Undefined index: cid in <b>/Users/graham/Documents/work/webdocs/joomla/administrator/components/com_civicrm/civicrm/CRM/Activity/Page/AJAX.php</b> on line <b>253</b><br />
<br />
<b>Notice</b>:  Undefined index: actions in <b>/Users/graham/Documents/work/webdocs/joomla/administrator/components/com_civicrm/civicrm/CRM/Utils/JSON.php</b> on line <b>133</b><br />
{"sEcho": 1, "iTotalRecords": 6, "iTotalDisplayRecords": 6, "aaData": [ ["Case Coordinator","<a href=/administrator/?option=com_civicrm&amp;task=civicrm/contact/view&amp;action=view&amp;reset=1&amp;cid=6>Jackson, Georgina</a>","","<a href=\"/administrator/?option=com_civicrm&amp;task=civicrm/contact/view/activity&amp;action=reset=1&amp;action=add&amp;atype=3&amp;cid=6\" title=\"compose and send an email\"><div class=\"icon email-icon\" title=\"compose and send an email\"></div><br /> </a>","<a href=\"#\" title=\"edit case role\" onclick=\"createRelationship( 9, 6, 13, 1, 'Case Coordinator' );return false;\"><div class=\"icon edit-icon\" ></div></a>&nbsp;&nbsp;<a href=\"#\" class=\"case-role-delete\" case_id=\"11\" rel_type=\"9\"><div class=\"icon delete-icon\" title=\"remove contact from case role\"></div></a>"],["Client","<a href=/administrator/?option=com_civicrm&amp;task=civicrm/contact/view&amp;action=view&amp;reset=1&amp;cid=5>Green, Jane</a>","","<a href=\"/administrator/?option=com_civicrm&amp;task=civicrm/contact/view/activity&amp;action=reset=1&amp;action=add&amp;atype=3&amp;cid=5\" title=\"compose and send an email\"><div class=\"icon email-icon\" title=\"compose and send an email\"></div><br /> </a>",""],["Finance Manager","(not assigned)","","","<a href=\"#\" title=\"edit case role\" onclick=\"createRelationship(18, null, null, 3, 'Finance Manager');return false;\"><div class=\"icon edit-icon\"></div></a>"],["Grant Manager<br />(Case Manager)","<a href=/administrator/?option=com_civicrm&amp;task=civicrm/contact/view&amp;action=view&amp;reset=1&amp;cid=2>User, Super</a>","","<a href=\"/administrator/?option=com_civicrm&amp;task=civicrm/contact/view/activity&amp;action=reset=1&amp;action=add&amp;atype=3&amp;cid=2\" title=\"compose and send an email\"><div class=\"icon email-icon\" title=\"compose and send an email\"></div><br /> </a>","<a href=\"#\" title=\"edit case role\" onclick=\"createRelationship( 15, 2, 12, 4, 'Grant Manager<br />(Case Manager)' );return false;\"><div class=\"icon edit-icon\" ></div></a>&nbsp;&nbsp;<a href=\"#\" class=\"case-role-delete\" case_id=\"11\" rel_type=\"15\"><div class=\"icon delete-icon\" title=\"remove contact from case role\"></div></a>"],["Project Coordinator","(not assigned)","","","<a href=\"#\" title=\"edit case role\" onclick=\"createRelationship(17, null, null, 5, 'Project Coordinator');return false;\"><div class=\"icon edit-icon\"></div></a>"],["RM","(not assigned)","","","<a href=\"#\" title=\"edit case role\" onclick=\"createRelationship(16, null, null, 6, 'RM');return false;\"><div class=\"icon edit-icon\"></div></a>"]] }
But nothing is getting displayed.
Graham Mitchell
http://mc3.coop

Coleman Watts

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Re: Case Roles
March 19, 2014, 09:09:24 am
Oh ok.
If you suppress php warnings in drupal (something you should do anyway on production sites). Then at least it won't break the ajax response.
Try asking your question on the new CiviCRM help site.

Upperholme

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Re: Case Roles
March 19, 2014, 09:13:45 am
OK. I'm using Joomla as the CMS in this case, although i'm by no means well versed in Joomla. I'll see what might be doable in terms of suppressing warnings.

This Case Roles functionality is working fine in the live site (which is currently running Civi 4.2.8 onJoomla 2.5.17), so I'm assuming something unwelcome has crept into the code since then.
Graham Mitchell
http://mc3.coop

Coleman Watts

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Re: Case Roles
March 19, 2014, 09:17:11 am
It might just be that your testing site has php.ini configured differently. The live site probably (correctly) has warnings and notices hidden. Check php.ini on your sandbox - the section that controls the display of warnings and notices.
Try asking your question on the new CiviCRM help site.

Upperholme

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Re: Case Roles
March 19, 2014, 09:19:02 am
Very helpful, thanks. I've found the switch, and now the case roles pane is displaying and working as I would expect.

Thanks again. Saved me some time.
Graham Mitchell
http://mc3.coop
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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviCase (Moderator: Dave Greenberg) »
  • Case Roles

This forum was archived on 2017-11-26.