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I am looking to see if it is possible to show in a report all of the cases that stemmed from the original parent. In the below image I show the hierarchy. In a report i want to see the parent and all of the cases that stemmed from that one case below it. I created a custom report type and then added via a lookup the parent id but i am not getting this hierarchy in the report. It splits it up into 3 different parents. See the related cases report.

Reporting on all Parent cases

Report on related cases.PNG

7 个回答
  1. 2021年7月29日 17:06

    I can't quite get a true "Tree" like that in a Report, but I was able to group all of my Cases under the Top Parent Case using a custom Formula Field like this

     

    IF(NOT(ISBLANK(Parent.Parent.Parent.ParentId)),Parent.Parent.Parent.Parent.CaseNumber,

    IF(NOT(ISBLANK(Parent.Parent.ParentId)),Parent.Parent.Parent.CaseNumber,

    IF(NOT(ISBLANK(Parent.ParentId)),Parent.Parent.CaseNumber,

    IF(NOT(ISBLANK(ParentId)),Parent.CaseNumber,

    CaseNumber))))

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