Details
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Type: Improvement
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Status: Open
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Priority: Trivial
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Resolution: Unresolved
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Affects Version/s: 4.7.14
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Fix Version/s: None
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Component/s: CiviCase
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Labels:None
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Versioning Impact:Patch (backwards-compatible bug fixes)
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Documentation Required?:None
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Funding Source:Needs Funding
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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.