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I discovered via http://forum.civicrm.org/index.php/topic,35204 that the Case Resources available in CiviCase pull from the Case Resources group. Is there any way to make it use a Smart Group?

If not, my best workaround idea is to create the Smart Group I want, then run a script daily to synchronize that Smart Group with the Case Resources static group.

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It uses whatever group is defined in <custom_templates>/CRM/Case/xml/configuration/Settings.xml

Just note that it needs to match the "name" field in the database in civicrm_group, which is usually different from the label that appears on screen. So if you create a group in the admin pages called "Ant Exterminators", the name might actually be "Ant_Exterminators_37". This would be true even if you deleted the current Case Resources group and recreated it - it might be "Case_Resources_43".

I tried it and it works with a smart group (at least on a slightly older CiviCRM version).

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  • Works on 4.6.2 - thanks so much!
    – Norris
    May 28, 2015 at 20:57

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