Assign CONTACTS in CASES!

[vfx]

Is there a way to assign just a CONTACT to a CASE instead of ACCOUNT NAME?

Thank You.

[SamuelAugy]

You can create a relate field from module cases to contacts and modify layouts form cases to remove account and to add contact.

[andopes]

Hi vfx

Remember that you need to make the account name optional:
Add the attribute

 displayParams => array('required' => false) 
  

To account_name field in the custom/modules/Cases/metadata/editviewdefs.php

Cheers

[sugarcane]

Hello,

If you just create a relate field in the Cases module, the link with the case does not appear in the Contacts detail view in the Cases submodule.

Andopes is correct, you will want to make the Account Name field un-required. A workaround to is to create a case from using the Cases submodule in the Contact detail view. When you do this, the case is automatically linked to that Contact. You also have the option to link the Contact after creating the Case. In the Case detail view, there is a Contacts submodule where you can select any existing Contacts to attach to that case.

[vfx]

Hi vfx

Remember that you need to make the account name optional:
Add the attribute

 displayParams => array('required' => false) 
  

To account_name field in the custom/modules/Cases/metadata/editviewdefs.php

Cheers

I couldn't find editviewdefs.php. There are detailviewdefs.php and quickcreatedefs.php. I hope there is a hack or perhaps a new version you can assign CONTACT instead of ACCOUNT.

[vfx]

Hello,

If you just create a relate field in the Cases module, the link with the case does not appear in the Contacts detail view in the Cases submodule.

Andopes is correct, you will want to make the Account Name field un-required. A workaround to is to create a case from using the Cases submodule in the Contact detail view. When you do this, the case is automatically linked to that Contact. You also have the option to link the Contact after creating the Case. In the Case detail view, there is a Contacts submodule where you can select any existing Contacts to attach to that case.

I'd like to create cases and be able to assign CONTACT at the same time. I noticed your workaround too but that's another step. I can be forgetful sometimes.

[SamuelAugy]

To have an editviewdefs.php in custom/modules/Cases/metadata directory, go to the studio to edit the editview of cases module and click on save and publish. It will create this file on this directory

[WEB11]

I added the code above and it removed the red * from the field name but it stills asks for it when I try to save.

Original code:


            'name' => 'account_name',
            'label' => 'LBL_ACCOUNT_NAME',



Replaced with:

            'name' => 'account_name',
            'displayParams' => 
            array (
              'required' => false,
            ),
            'label' => 'LBL_ACCOUNT_NAME',

[kane.baker]

I'd like to create cases and be able to assign CONTACT at the same time. I noticed your workaround too but that's another step. I can be forgetful sometimes.

Did you ever figure out? I ask because your suggestion makes a lot of sense but am wondering how best to accomplish assigning contacts in cases in ONE step.

[shamimwilson]

I added the code above and it removed the red * from the field name but it stills asks for it when I try to save.

Original code:


            'name' => 'account_name',
            'label' => 'LBL_ACCOUNT_NAME',



Replaced with:

            'name' => 'account_name',
            'displayParams' => 
            array (
              'required' => false,
            ),
            'label' => 'LBL_ACCOUNT_NAME',

Hi,

To make the account name in the case module not required

go to custom/extension/modules/Cases/Ext/Vardefs/vardefs.ext.php

If the above directory doesnot exist then create them

add the following lines of code

<?php

$dictionary['Case']['fields']['account_name']['required']=false;
?>

hope this will help you