Author Topic: Multiple contacts share a case role (Read 393 times)

Upperholme · August 06, 2014, 02:24:10 am

I'm setting up a case configuration to handle an assessment process. The case client uploads some information via a webform and the case is created. I have a panel of assessors, some of whom will be selected to assess this given case. I'd like to assign them to the role of assessor for the given case. Looking at the UI it appears that I can only assign a role to one contact.
In my use case I think I may only need maybe 4 or 6 assessors on each case, so it wouldn't be a particular pain to set up multiple roles (Assessor 1, Assessor 2, Assessor 3, ...)

Just wondering if there is amore elegant solution?

demeritcowboy · August 07, 2014, 12:27:58 pm

You used to be able to just click add new role in the roles section on manage case and add another role of the same type as one that's already in the assigned list, e.g. you can have two assessors. Not sure if that still works.

Upperholme · August 07, 2014, 12:34:52 pm

Many thanks. I'll give that a try.

Upperholme · August 08, 2014, 08:31:44 am

Indeed this approach does work well. Thanks for pointing it out. I've added a paragraph to the documentation to explain this feature.

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Author Topic: Multiple contacts share a case role (Read 393 times)

Upperholme

Multiple contacts share a case role

demeritcowboy

Re: Multiple contacts share a case role

Upperholme

Re: Multiple contacts share a case role

Upperholme

Re: Multiple contacts share a case role