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  1. CiviCRM
  2. CRM-20136 Search action to create new case with contacts with certain role and to add contacts to case with role
  3. CRM-21648

Only Allow Batch Add Contacts in Case's Configured Roles

          Details

          • Type: Sub-task
          • Status: Open
          • Priority: Minor
          • Resolution: Unresolved
          • Affects Version/s: 4.7.29, 4.7.30
          • Fix Version/s: None
          • Component/s: CiviCase
          • Labels:
          • Versioning Impact:
            Minor (add functionality in backwards-compatible manner)
          • Documentation Required?:
            None
          • Funding Source:
            Contributed Code
          • Verified?:
            Yes
          • Overview:
            Hide
            CRM-21520 made it possible to add contacts to a case in bulk, after performing a search, by a new search bulk action. However, all possible relationships were being shown. If more than one contact is chosen for a role that was not part of the case's configured case-type, the roles tab was shown empty on case detail view, due to JS angular exceptions.
            Show
            CRM-21520 made it possible to add contacts to a case in bulk, after performing a search, by a new search bulk action. However, all possible relationships were being shown. If more than one contact is chosen for a role that was not part of the case's configured case-type, the roles tab was shown empty on case detail view, due to JS angular exceptions.
          • How it works currently:
            Hide
            1. Perform a search on contacts.
            2. Use bulk selection checkboxes to select a couple of contacts.
            3. Select *Add to Case as Role*.
            4. Form to add contacts to case only shows ALL individual to individual relationships.
            Show
            1. Perform a search on contacts. 2. Use bulk selection checkboxes to select a couple of contacts. 3. Select *Add to Case as Role*. 4. Form to add contacts to case only shows ALL individual to individual relationships.
          • How it should work:
            Hide
            1. Perform a search on contacts.
            2. Use bulk selection checkboxes to select a couple of contacts.
            3. Select *Add to Case as Role*.
            4. Form to add contacts to case shows empty relationships selection box.
            5. Choose a case
            6. Possible case roles for the selected case are loaded into the roles selection combo.
            7. Save.
            8. Selected contacts are added to the case in the selected role.
            Show
            1. Perform a search on contacts. 2. Use bulk selection checkboxes to select a couple of contacts. 3. Select *Add to Case as Role*. 4. Form to add contacts to case shows empty relationships selection box. 5. Choose a case 6. Possible case roles for the selected case are loaded into the roles selection combo. 7. Save. 8. Selected contacts are added to the case in the selected role.
          • Acceptance Criteria:
            Form to add contacts to case shows only relationships from selected case, as configured in the case's case type.

            Description

            CRM-21520 made it possible to add contacts to a case in bulk, after performing a search, by a new search bulk action. However, all possible relationships were being shown. If more than one contact is chosen for a role that was not part of the case's configured case-type, the roles tab was shown empty on case detail view, due to JS angular exceptions.

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                  • Assignee:
                    Unassigned
                    Reporter:
                    Miya27 Camilo Rodriguez
                  • Votes:
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                    Dates

                    • Created:
                      Updated: