Answers.Body: <p>That is weird, we are doing this pretty often in our project. But I am not working on the Webforms, let me do a quick check on one. In one of our webforms I see a Case Manager field? (see attached print)<img src="https://i.sstatic.net/YgiX8.png" alt="enter image description here"></p>
  
Answers.ContentLicense: CC BY-SA 3.0
Answers.CreationDate: 2015-03-31T14:55:49.877Z
Answers.Text: When I do that, it attaches the "Case Manager" field to the activity, not the case.
Answers.UserDisplayName: pmoz
Answers.ContentLicense: CC BY-SA 3.0
Answers.CreationDate: 2015-03-31T14:59:43.963Z
Answers.Text: Okay, I will refer the question to one of my webform wizard co-workers :-)
Answers.UserDisplayName: ErikH - CiviCooP
Answers.ContentLicense: CC BY-SA 3.0
Answers.CreationDate: 2015-03-31T14:51:53.357Z
Answers.LastActivityDate: 2015-03-31T14:51:53.357Z
Answers.UserDisplayName: ErikH - CiviCooP
Answers.Body: <p>I setup three contacts, all with just first and last name for simplicity sake.  Here is a screen shot of the case setup for Webform-CiviCRM 7x.4.10.    </p>
  
  <p><img src="https://i.sstatic.net/yIqeU.png" alt="Webform-CiviCRM Case Setup"></p>
  
  <p>I haven't setup an activity to also be created when the form is submitted.</p>
  
  <p>When the form is submitted, it creates the client, source contact and case coordinator.  Then creates the case with the client as the client and the case coordinator as the case manager</p>
  
  <p><img src="https://i.sstatic.net/KuxiX.png" alt="Case Roles fieldset"></p>
  
  <p>Note that it does also create the relationship between the client and the coordinator outside the case in addition to inside the case.  The rationale here is that if the client has more than one case, it would be useful to know who the other case coordinators for that client are.  This relationship will be automatically pulled into the Other Roles fieldset of subsequent case(s).</p>
  
  <p><img src="https://i.sstatic.net/HDuQH.png" alt="Client Relationships Tab"></p>
  
  <p>Joseph</p>
  
Answers.ContentLicense: CC BY-SA 3.0
Answers.CreationDate: 2015-04-28T14:22:35.647Z
Answers.LastActivityDate: 2015-04-28T14:22:35.647Z
Answers.UserDisplayName: Joseph Lacey
Body: <p>I'm trying to set up a webform to open a case and assign a case role.</p>
  
  <p>3 contacts:
  Source, 
  Client, 
  Case Coordinator</p>
  
  <p>The open case part works great, but if I add the Case Coordinator relationship, it creates the relationship outside of the case.</p>
  
  <p>If I add another activity (the first one is open case) and use assign case role, I don't get the option to choose which contact to use.</p>
  
  <p>Any guidance?</p>
  
Comments.ContentLicense: CC BY-SA 3.0
Comments.CreationDate: 2015-03-30T21:40:53.250Z
Comments.Text: Can you specify which version of CIviCRM and Webform-CiviCRM you are using?
Comments.UserDisplayName: Coleman
Comments.ContentLicense: CC BY-SA 3.0
Comments.CreationDate: 2015-03-31T09:42:49.670Z
Comments.Text: CiviCRM 4.5.6 Webform-Civi integration 7.x-4.10
Comments.UserDisplayName: pmoz
Tags: <civicase><webform-civicrm>
Title: How do I create a Webform that will open a case and assign case role
ThreadText: # How do I create a Webform that will open a case and assign case role
  
  (Asked by: username_0 on 2015-03-30)
  
  I'm trying to set up a webform to open a case and assign a case role.
  
  3 contacts:
  Source,
  Client,
  Case Coordinator
  
  The open case part works great, but if I add the Case Coordinator relationship, it creates the relationship outside of the case.
  
  If I add another activity (the first one is open case) and use assign case role, I don't get the option to choose which contact to use.
  
  Any guidance?
  
  **Tags:** civicase, webform-civicrm
  
  > **Comments:**
  > **username_1**: Can you specify which version of CIviCRM and Webform-CiviCRM you are using?  
  > **username_0**: CiviCRM 4.5.6 Webform-Civi integration 7.x-4.10  
  
  ---
  
  ## 2 answers
  
  ### Answer by username_3 on 2015-04-28. Score: 4 | Accepted answer
  
  I setup three contacts, all with just first and last name for simplicity sake. Here is a screen shot of the case setup for Webform-CiviCRM 7x.4.10.
  
  ![Webform-CiviCRM Case Setup](https://i.sstatic.net/yIqeU.png)
  
  I haven't setup an activity to also be created when the form is submitted.
  
  When the form is submitted, it creates the client, source contact and case coordinator. Then creates the case with the client as the client and the case coordinator as the case manager
  
  ![Case Roles fieldset](https://i.sstatic.net/KuxiX.png)
  
  Note that it does also create the relationship between the client and the coordinator outside the case in addition to inside the case. The rationale here is that if the client has more than one case, it would be useful to know who the other case coordinators for that client are. This relationship will be automatically pulled into the Other Roles fieldset of subsequent case(s).
  
  ![Client Relationships Tab](https://i.sstatic.net/HDuQH.png)
  
  Joseph
  
  
  ---
  
  ### Answer by username_2 on 2015-03-31. Score: 0
  
  That is weird, we are doing this pretty often in our project. But I am not working on the Webforms, let me do a quick check on one. In one of our webforms I see a Case Manager field? (see attached print)![enter image description here](https://i.sstatic.net/YgiX8.png)
  
  > **Comments:**
  > **username_0**: When I do that, it attaches the "Case Manager" field to the activity, not the case.  
  > **username_2**: Okay, I will refer the question to one of my webform wizard co-workers :-)  
  
  ---
  
  