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.

1 Answer 1


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).

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

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service and acknowledge you have read our privacy policy.

Not the answer you're looking for? Browse other questions tagged or ask your own question.