Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Issue with relationship direction on case #966

Open
yashodha opened this issue Aug 31, 2023 · 3 comments
Open

Issue with relationship direction on case #966

yashodha opened this issue Aug 31, 2023 · 3 comments

Comments

@yashodha
Copy link

yashodha commented Aug 31, 2023

The case roles configured on cases are:

  • Has as attorney
  • Has as case coordinator
    Screenshot from 2023-08-31 14-15-53

On a case, in the tab People, the relationships are displayed in the wrong direction.
It is displayed:

  • Is attorney for
  • Is case coordinator for
    Screenshot from 2023-08-31 14-14-05

But it should be:

  • Has as attorney
  • Has as case coordinator
    as is correctly shown on the relationship tab.

The relationships are correct but the direction is wrong.
Screenshot from 2023-08-31 14-16-42

This is very confusing for the users.

@yashodha
Copy link
Author

@bgm did you encounter this as well?

@jamienovick
Copy link

Thanks @yashodha let us take a look.

I think I recall this being an issue in our backlog but it needs a bit of work to fix. The issue is that existing clients will be configured for how it works currently and so to change it might be a bit tricky. We could perhaps add a setting to decide which direction of the relationships to use so existing clients could stay as they are but new clients could use the new direction? Is that something you could propose a user interface for and if agreed submit a PR?

@yashodha
Copy link
Author

yashodha commented Sep 4, 2023

@jamienovick

I am proposing 2 approaches for this. Either should do.

  • Change direction
    I think this has always worked like this even in traditional civicase as well
    Relationship tab
    demo_2

Case screen
demo_1

In our case, it definitely reads very wrong Main contact Is Attorney for Sid Rage when this is the other way round. I don't see how others/existing clients are reading it right. For consistency sake, I would propose to keep it the same.
I have proposed #968 which we have deployed for our client.

  • Change column order
    I am not in favor of introducing a new user interface. The only way I think the current direction would work is if we interchange Name and Role column order, so that it reads Sid Rage Is Attorney.

Let me know your thoughts.

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
None yet
Projects
None yet
Development

No branches or pull requests

2 participants