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Dean Salvestrin a posé une question dans #Reports & Dashboards
Hi Team,

 

Im trying to work out how best to tackle this. We have cases that come into our business then are manually re-assigned to a support agent. Trying to see if we can make a report formula to work out an age between date opened and re-assigned (edit date).

 

We have a case history report that shows the fields of 'case open date/time' and 'edit date' the case was reassigned to the support agent.

 

Basically instead of the age between 'Case Open and Closed' we need 'Case Open and Edit'.

 

Thanks.

 

Dean
3 réponses
  1. 4 sept. 2017, 05:32
    Dean,

     

    You would need a Workflow and a Custom Date/Time field. Using workflow update the field  Case_Open_and_Edit__c when the case is being reassigned. 

     

    Workflow: - Case

     

    Evaluation Criteria: - Created and Everytime it's Edited (Second Uption)

     

    Rule Criteria: - Formula Evaluated to True and use below formula

    AND(

    NOT(ISNEW()),

    ISCHANGED(OwnerId)

    )

    Save and Next.

     

    Workflow Action: - Fiend Update

     

    Field to Update: - Case_Open_and_Edit__c

     

    Specify New Value:- Use formula and use below one

    NOW()

     

    Save and Activate the Workflow.

     

    Create a new formula field for Case Age with the above formula

     

    Test and Cheers :)

     

    Hope this will help you :) 

     

     
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