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Create a object called "Case Action" and create two custom fields as per below details.  1.Related Case -> Look up to case  2.Status(Pick list)-> Open/Draft/Closed 2.Create a custom field on case object with below details.  1.No. of closed Action ->Number field

 

i need help in this bold sentence

 

We want to capture number of closed case action records on case record when record is created, updated and deleted.

3 respuestas
  1. 13 oct 2022, 10:26

    1. You can create record triggered flow on Case Action object when a record is created/updated/deleted.

    2. Add a get records element to get the Case record where Id={!$Record.CaseId}

    3. Then add another Get Records element to fetch all the related Case Action records of the Case that is returned in the 1st Get Records element.

    Object: Case Action

    CaseId = {!Case_from_get_Case.Id} AND

    Status =  Closed

    4> Add an Assignment element. In it create a Number variable and store number of related Case Actions retrieved from the 2nd Get Element as below:

    numberVariable Equals Count {!get_related_Case Actions}

    5>Create an Update Element and assign the numberVariable in the Case's No. of closed Action field.

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