Hi Ramesh,
Unfortunately you will have to use the #Method Type field in your calculations unless you have another distinguishing feature in your dataset that you haven't included in this post.
I would combine the CF into a single calc;
IF [#Method Type]='field visit' THEN 'field visit' ELSE '!field visit' END
Once this is done, you just add cases to the view and the CF will handle the distribution.
HTH
Peter
Hi,
I am trying to create this kind of graph
But I have some issues :
How can I do it ?
thanks!
Hello @Igor Gol​ ,
@Robert Breen​
Hi all,
I am making a dashboard on Covid. i wish to include a table where country's rank per the #cases as of the date. e.g.
CountryDate 1 Date2 Date3 ⌗casesRankcountry⌗casesRankCountry#casesRankChina1001Italy1251US2001Italy502China752Italy1502US53US503China1003
In my dashboard, i will have a timeline table with only country/#cases (rank will be hidden). Dates will change, so will the rank and hence the sequence of entries.
In the table in chart, i will only have one table and not 3 (this is just to show a running timeline over 3 days). Hope it makes sense and many thanks for your help!
Regards,
Amit Singla
Hello Amit,
Is this still an issue for you? If so, you could do something like the following:
Best, Don
Hi all,
I have a worksheet that allows me to look at complication rates for surgeries done at different hospitals for each quarter. I have filters that let me choose the site, as well as the type of surgery.
What I am hoping to do is create a reference line for each quarter that changes depending on the filter selected. For instance, if I've chosen hospital XYZ as the site that I am looking at, and selected all surgery types in the 2nd filter, I would like the reference line to show the average complication rate of ALL hospitals for all selected surgery types. If I chose orthopedic cases at hospital XYZ, I would like the reference line to show the average complication rates of all orthopedic surgeries in all hospitals for that quarter.
Is that possible to do?
Thanks in advance for any ideas!
Cheers,
Brian
Hello Tableau Team ,
My report is in Tableau 10.0.0 and i have used color for target .
example A.>10 then Red A<10 then Green
Color Always gets changed on reopening file. It is uncertain that when color will change but it is sure that color gets changed
Please Suggest any solution.
Regards
Hello Everyone,
Thanks for your replies to resolve this issue which i was facing for long time .
I got solution for this issue .
Only the thing required is to keep data type of calculated field for color legend should be Number(Decimal) .
Earlier i was using String .
Regards
Mausami
Does anyone have experience with implementing Omni-Channel? More specifically when it comes to prioritizing cases based upon "high" or "low" to route appropriately to CSRs. Also, I have some questions on case loads and best practices. Any advice/direction is greatly appreciated!
please find the video for omni channel step by step that includes tab and status based capacity,high low priority.
https://youtu.be/md3Hri0PVhg
Hello Trailblazers,
I wanted to get some insight from the community around how to potentially solve for this issue. I want to use the case object to meet a primary business requirement. However, cases are already being used, and will not create a custom object to mimic the behavior of the case object. Essentially, I need the ability to associate or route an entity to a Case. I'm considering using Case hierarchies, but wanted to know if you all can provide some additional insight on this.
Here's the scenario: Using email to case, two types of entities come into the system. One is a Memo, which are essentially routed to a Case based on the business process and Cases are used for a completely separate business process. I know that using case record types could solve for this issue, but the main issue that I'm trying to solve is to associate a type of a case with another case without having to create a standard object. Lastly, I am considering leveraging a standard object to make this association as well.
Thanks
Forum Ambassador
Hey Tim, it sounds like cases could work here, especially with the email-to-case functionality that is already built in. Do both case types come to the same address? If not, that would make things easy because you could set the case details based on which email address the request came into. If they do both come into the same address, you could potentially reference the subject to try and determine which case type it is. As far as relating the case, you could use a case lookup field and potentially use a parent-child relationship to relate the two cases together.
What be the best way to view a contact and see a chronological timeline of all cases and activities?
(I can get a related list of Cases but no description) and separately the Activity list.
Users want one chrono list of
- Cases with Descriptions
- All case notes, comments, emails
Thinking every time a case is created, copy Case link, Subject, Description, Stage to an activity?
Any other options or methods people use?
3rd party apps?
Thanks
#Case #Service Cloud #Cases #Contacts #Customer Service #360 Degree View
It should be possible by creating a custom related list LWC component which shows the required data. You will have to involve a Salesforce developer to achieve this functionality.
We have a business need to schedule something (either a case or a task depending on which is possible) that at some point in the future will be assigned to a queue. Anyone have any experience with this type of need? If so, how did you solve for it. All my research seems to indicate that I can schedule tasks either as a recurring or future activity, but I can't assign tasks to a queue. On the other hand, I can assign cases to a queue, but can't schedule cases on a recurring or future basis.
Hi @John Bowen,
I am working on a solution that I think will meet your needs. You can learn about it at https://getcadence.ca/.
I aim to allow:
- Easily building recurring business processes such as monthly bookkeeping, shipments, and birthday calls around tasks.
- Customizing recurring processes to a single customer, a set of customers or entire product lines without having to build custom solutions.
- Easily modifying your recurring processes. For example, cancelling recurring tasks for one group of customers but not for another.
- Leveraging Salesforce to know if you are on top of your monthly deliverables.
I would love to hear more about your use cases for recurring tasks and what you think of the product.
All the best,
Kyle
