On the 4.7 Drupal demo site I created a case of type 'Housing Support' for Rebekah Adams. I added Beulah Barkley as the 'Benefits Specialist. My user (Test Test in the demo) was the 'Homeless Service Coordinator'.

The problem is that the 2 relationships get added differently.

Relationships for Rebekah Adams

The image shows the relationships tab from Rebekah Adams' record (the case client). Note that Test Test is her Homeless Services Coordinator (OK), while she is the Benefits Specialist for Beula Barkley (Ouch, wrong way around).

Both relationships are defined the same way (B->A notation) in the Case definition ...

enter image description here

This is clearly a bug as it used to work fine in 4.6.

  • This seems to be due to CRM-16980 - Improve case role handing. The code seems to now expect the client to be Contact B in the relationship. Except for the Case Manager relationship where the client is Contact A!
    – Ken West
    Apr 20, 2016 at 4:03
  • Has this been logged as a bug?
    – Graham
    Aug 16, 2016 at 10:54


Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Browse other questions tagged or ask your own question.