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I want to create a custom insight card that shows the total number of Tasks that are due on that particular day. I think I was able to create a flow that shows this value, but I am not able to have that in an insight card. Below are the steps I followed.
Summary of steps
Step 1: Schedule to execute on a daily basis
Step 2: Get all Tasks Scheduled Today
Step 3: Initialize two variables for count
Step 4: Count the number of Tasks having due date as today
Step 5: Assigning the count to variable TotalCount
Step 6: Now that I have the Total Count, I want to use this in a card, so I use create card assistant, but what should I be giving for button type and button URL? or is there any other option of populating this total in an insight card?
There are 2 options currently supported for the Button type: Open URL and Open Entity.
For your scenario, you could use Open URL as Button type, and for Button URL, you could provide the url of a custom view in Activities in CRM (you may have a view which has all the tasks that are due) or any other URL of your choice.
Hope this helps.
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