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  1. CiviCRM
  2. CRM-19787

Filter available contacts by sub-type when assigning roles

    Details

    • Type: Improvement
    • Status: Open
    • Priority: Trivial
    • Resolution: Unresolved
    • Affects Version/s: 4.7.14
    • Fix Version/s: None
    • Component/s: CiviCase
    • Labels:
      None
    • Versioning Impact:
      Patch (backwards-compatible bug fixes)
    • Documentation Required?:
      None
    • Funding Source:
      Needs Funding
    • Verified?:
      No

      Description

      In CiviCase, from the view page in the Roles section, using the "Add new role" allows the user to select a relationship, and then select a contact for that role. If the relationship is restricted to a sub-type, then the select2 box only shows contacts of that sub-type.

      However, when assigning a contact to an existing role, the select2 is not filter according to the sub-type which allows contacts to be selected that are not of the right type and then the role/relationship create fails.

      The enhancement is to apply the sub-type filter when assigning to existing roles.

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            • Assignee:
              ayduns Aidan Saunders
              Reporter:
              ayduns Aidan Saunders
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              Dates

              • Created:
                Updated: