Answers.Body: <p>Try the below steps-</p>
  
  <p>1) Navigate to Search -> Advanced Search.</p>
  
  <p>2) In Basic Criteria Tab, you can find a dropdown with the label <code>Display Results as</code> -> Select <code>Cases</code> in the dropdown input.</p>
  
  <p>3) In Relationship Tab select the relationship type as the role. For eg.- <code>Case coordinator is</code>.</p>
  
  <p>4) Optionally type the name in the <code>Target contact</code> textbox. </p>
  
  <p>Hit Search -> Result shows the case list supervised by the contact.</p>
  
  <p>Change the Display Results as to <code>Contacts</code> etc as per your requirement for the returned result.</p>
  
Answers.ContentLicense: CC BY-SA 3.0
Answers.CreationDate: 2016-03-22T15:41:22.580Z
Answers.Text: 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.
Answers.UserDisplayName: Bruce
Answers.ContentLicense: CC BY-SA 3.0
Answers.CreationDate: 2016-03-22T15:49:24.783Z
Answers.Text: 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
Answers.UserDisplayName: Bruce
Answers.ContentLicense: CC BY-SA 3.0
Answers.CreationDate: 2016-01-23T14:22:35.267Z
Answers.LastActivityDate: 2016-01-23T14:22:35.267Z
Answers.UserDisplayName: jitendra - fuzion
Body: <p>I'm looking for a simple solution to allow staff to search for a case by <strong>Case Role</strong> in addition to <strong>client name</strong>.</p>
  
  <p>currently the search cases screen  (civicrm/case/search?reset=1)  has only the client name / email or casetype , case status, start/end date.  </p>
  
  <p>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)</p>
  
  <p>Any thoughts on the best way to go about this. </p>
  
  <p>thnx</p>
  
  <p>civicrm 4.6.8
  drupal 7.39</p>
  
Tags: <civicase><search>
Title: Search cases - find case by case role
ThreadText: # Search cases - find case by case role
  
  (Asked by: username_0 on 2016-01-22)
  
  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
  
  **Tags:** civicase, search
  
  
  ---
  
  ## 1 answers
  
  ### Answer by username_1 on 2016-01-23. Score: 2
  
  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.
  
  > **Comments:**
  > **username_0**: 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.  
  > **username_0**: 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  
  
  ---
  
  