A case has a Purchasing Partner role. Sometimes that needs to be changed and we want to do so via a webform (from a View with links containing whatever cid1 etc it needs).
My testing shows that if I try with just the cid1 (who is case client) and cid2 (who is existing PP) in the url and add a third cid for the new partner, when we submit the form we hope it will
- terminate the Relationship between cid1 and cid2 (which seems to be how I can do this on a contacts record directly in civi itself and the only way i can approach this on the webform since there is no option to eg specify 'remove existing case role') and
- create a Case Role for cid 3
the outcome is that
- the original relationship between cid1 and cid2 remains untouched, and a new disabled (due to End Date) relationship is created between cid1 and 2
- a new case role and relationship is created for cid 3
Should we be able to do this as webform code stands? Does adding the caseid=x help (i did test that but saw no difference)