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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.

답변 3개
  1. 2022년 10월 13일 오전 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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