1

I would like to consolidate the case types that I have created for CiviCase.

Is there a way to merge two or more case types into a broader category so that the cases once assigned to these more narrow case types can assume the new, broader case type?

  • How many cases are we talking about converting? – Coleman Mar 10 '16 at 22:35
  • We currently have 21 case types. We want to reduce this number to 9 by deleting a few and combining the rest. Some of the new case types we want to create may incorporate up to 3 existing case types. – Leslie Mar 10 '16 at 23:21
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I don't think there's a way in the user interface but if you're comfortable with directly accessing the database and don't need to update any timelines/activities you can do something like:

UPDATE civicrm_case SET case_type_id = CONCAT(CHAR(1), '8', CHAR(1)) WHERE case_type_id = CONCAT(CHAR(1), '1', CHAR(1));

This would take the ones who have case type 1 and convert them to 8. You'd have to look and see what the existing numbers are:

select ov.label, ov.value from civicrm_option_group og inner join civicrm_option_value ov on (ov.option_group_id = og.id and og.name = 'case_type');

And of course do this on a test site first, and make a backup.

  • Sounds reasonable. – Leslie Mar 11 '16 at 1:14
  • If I use PHPMyAdmin, where to I plug in the above script? Or do I use another program? – Leslie Mar 11 '16 at 1:15
  • You can do this with any program that allows you to access the MySQL database (including the command terminal) but certainly with PHPMyAdmin! – ErikH - CiviCooP Mar 11 '16 at 10:12

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