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Topics#Reports & DashboardsQuestion de Stefania Fantasia
Stefania Fantasia (NTTDATA) a posé une question dans #Reports & Dashboards
10 sept. 2018, 08:51

Report on Cases and Related Cases where the filter My Cases works on the Parent Case

Hi all,

 

I need to create a report on Cases and Related Cases where the filter My Cases works on the Parent Case.

 

Ex. I have

 

Case 001 with owner A and following related Cases:

 

       Case 001001 with owner B

 

       Case 001002 with owner C

 

Case 002 with owner F and followinf related Cases:

 

        Case 002001 owner B

 

        Case002002 owner R

 

        Case 002003 owner D

 

I need a report that shows all cases owned by A with all related cases :

 

 Parent Case  Case

 

 001                001001

 

 001                001002

 

the need is that when the owner A runs the reports, using the filter My Cases, the report shows all owned Parent Cases with the related Cases 

 

If i create a report type on Case and then I add to layout,through lookup relationship, Parent Case fields, the filter My Cases works on related Cases and not on Parent Cases, but I need a filter on Parent Cases.

 

Any suggestion?

 

Thanks
2 réponses
  1. Sunil Sarilla (M&G Investments)
    10 sept. 2018, 09:40
    Hi Stefania,

     

    You will need a custom formula field to do this unfortunately not possible to do with report filters.

     

    Create a custom formula field on case object, formula return type checkbox

     

    formula will be as below

    OR(
     OwnerId = $User.Id,
     Parent.OwnerId =  $User.Id
    )

    If User A is running the report, the above formula field will returrn true for the following cases

     

    Parent Cases owned by User A

     

    Child Cases owned by User A

     

    All Child cases related to a parent case owned by User A

     

    Now on the report , under the global filter show All Cases and use the field filter where checkbox equals to True

     

     
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