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Topics#Data ManagementPergunta de Lee Beardshaw
Lee Beardshaw (AMT Vehicle Group) perguntou em #Data Management
9 de dez. de 2016, 10:39

Can I create a workflow rule with an email alert based on number of records?

I have a custom object called Parseq Activity which relates to a Case and would like to create an email alert based on the number of Parseq Activities on a Case.

 

If there is only one Parseq Activity record, I want to send one (new case) email alert. If there are two or more records, I want to send a different (case update) alert.

 

How do I write number of Parseq Activity records into the formula for the workflow?

 

Can I create a workflow rule with an email alert based on number of records?

 

Usually, I could select something from the Insert Field button, but I'm struggling.

 

Thanks.
4 respostas
  1. Ines Garcia (get: Agile) Forum Ambassador
    9 de dez. de 2016, 10:49
    Hi Lee, 

     

    Is the 'Parseq Activity' object a child from master detail relationship to case?

     

    If so you could do a roll up field in cases to count the number of 'Parseq Activity' records.

     

    1) workflow rule 1

     

    Then in your workflow say when edited to meet criteria:

     

    your count field is = to 1

     

    Then add an inmediate email alert action for new case

     

    2) workflow rule 2

     

    ​Then in workflow say when edited to meet criteria:

     

    your count field is =greater than 1

     

    Then add an inmediate email alert action for  case update.

     

    Hope this helps :)

     

    Ines
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