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 个回答
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 checkboxformula 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
