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I'm looking for a simple solution to allow staff to search for a case by Case Role in addition to client name.

currently the search cases screen (civicrm/case/search?reset=1) has only the client name / email or casetype , case status, start/end date.

Allowing to search for contact with a role on the case would have a number of uses. e.g. find all cases supervised by a manager or referred by an external contact (where case supervisor and referrer are case roles)

Any thoughts on the best way to go about this.

thnx

civicrm 4.6.8 drupal 7.39

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Try the below steps-

1) Navigate to Search -> Advanced Search.

2) In Basic Criteria Tab, you can find a dropdown with the label Display Results as -> Select Cases in the dropdown input.

3) In Relationship Tab select the relationship type as the role. For eg.- Case coordinator is.

4) Optionally type the name in the Target contact textbox.

Hit Search -> Result shows the case list supervised by the contact.

Change the Display Results as to Contacts etc as per your requirement for the returned result.

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  • Thank you for this seems obvious really. Going forward, and this may be to picky, but I would like to get these advanced search criteria (ie. search by case roles) added to a case search page.
    – Bruce
    Mar 22, 2016 at 15:41
  • would it be better to start from the advanced search from (and strip out everything but the relationship and case choices , or would it be better to start from the case search form and add in logic to search for case roles? Or (as is probably the case), a different / better way altogether
    – Bruce
    Mar 22, 2016 at 15:49

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