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Our organization is trying to use CiviCase as a ticketing system. So we have one case type, the "Ticket".

We can have multiple Tickets open for the same client. However, I can't assign the same contact as a "Case Manager" for multiple tickets to the same client.

So let's say client A has 2 open Tickets. On the first Ticket, I assign myself as the Case Manager. That works as expected. However, when I try to assign myself as the Case Manager of the second Ticket for client A, I get an error:

The relationship type definition for the case role is not valid for the client and / or staff contact types.

If I create 2 cases to the same client, I am automatically assigned as a Case Manager to both of those cases. However, if I remove myself as Case Manager, and try to re-add myself, I get the same error as above.

How can I assign myself (or anybody else) as the Case Manager of multiple cases to the same client.

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  • Which version of CiviCRM?
    – Coleman
    May 27, 2015 at 17:08
  • I'm running 4.6.0 May 27, 2015 at 19:07
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    We're running up against this after upgrading to 4.6.3. We were able to do it on 4.5 but lost the ability along the way.
    – pmoz
    Jun 2, 2015 at 17:44
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    We are also running up against this, but with all Case Roles-- not just the Case Manager. We have also seen this introduced as a regression-- we upgraded from 4.5.4 to 4.6.4.
    – Angela
    Aug 6, 2015 at 15:26

1 Answer 1

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So, I know it's against best practices, but after digging into the code a bit, I've located a (hacky) solution to my problem. When adding a Case Manager via a case view, CRM_Contact_BAO_Relationship::legacyCreateMultiple is executed.

At line 194 there's a check for duplicate relationships. If I comment out the "continue" at line 203 within the dupe check, I can successfully assign the case manager to the case.

I would much rather not have to do a core edit, so I await a better solution.

Edit: I had run into a problem elsewhere that ended up being caused by my hack. I do not recommend implementing my hack as I'm not sure of the implications.

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  • Did you file an issue in Jira for this?
    – Angela
    Aug 6, 2015 at 15:26
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    This code must not fire if changing a contact as a role, but only if filling in a blank. If a contact is trashed and added, it seems that the problem is encountered. If a false contact is put in there and changed to the "problem contact", the system freely accepts the entry.
    – Angela
    Aug 6, 2015 at 16:13
  • I can verify that this works for all of the Roles experiencing this problem, but I agree that this is outside of best practices.
    – Angela
    Aug 6, 2015 at 16:48
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    github.com/civicrm/civicrm-core/pull/6439 fixes the issue! Aug 7, 2015 at 11:59
  • Jitendra's solution worked for me. Aug 17, 2015 at 19:21

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