Author Topic: Add Case role to Open Case Activity (Read 549 times)

pmoz · March 22, 2015, 07:09:55 am

Hi all,

I'm trying to add the ability to assign the case coordinator role in the open case activity form.
It seems that this is a logical role to add on case creation.

Anyone have any ideas on how to do it?

demeritcowboy · March 22, 2015, 05:35:51 pm

See here http://book.civicrm.org/user/current/case-management/setup/ where it says "Assign to Creator".

Or you can manually put it in the xml in the <CaseRoles> section by adding <creator>1</creator> under the type, e.g.
<CaseRoles>
<RelationshipType>
<name>Case Coordinator</name>
<creator>1</creator>
</RelationshipType>
</CaseRoles>

If you mean to assign it manually to someone other than the creator at the same time as you're creating the case, then I think you'd need to add a custom field and some custom code to do something with it.

pmoz · March 23, 2015, 01:33:09 am

Thanks cowboy.

I did see that stuff, but in our case we'd probably have to set it up for manual creation.

I'm looking into the custom field route.

demeritcowboy · March 23, 2015, 07:36:55 am

You could also edit the open case activity type definition - (under administer - customize - activity types) - to add some instructions about changing the case role after clicking save, and then at least people would see those instructions when creating the case.

pmoz · March 23, 2015, 11:13:23 am

Great minds Cowboy!

I just did that as a temporary solution!

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Author Topic: Add Case role to Open Case Activity (Read 549 times)

pmoz

Add Case role to Open Case Activity

demeritcowboy

Re: Add Case role to Open Case Activity

pmoz

Re: Add Case role to Open Case Activity

demeritcowboy

Re: Add Case role to Open Case Activity

pmoz

Re: Add Case role to Open Case Activity