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Unallocated Cases

Posted on by Microsoft Employee

Hi All,

Could anyone please help me with finding unallocated cases. I wanted to find cases which were resolved or cancelled & later re-activated. As per CRM any case when re-activated is not assigned to any queue. How can I find out all those cases using fetch.

  • Suggested answer
    AlexMcL Profile Picture
    AlexMcL 8 on at
    RE: Unallocated Cases

    Hi Divya

    I'm assuming you've now got the flow or workflow ok? Let me know if not. 

    My understanding from what you've said is that a case will be assigned to a queue when it is new, so there will always be a queue items associated with a case.

    The difference between the times will tell you whether the case has been assigned to a queue after it was resolved, which is what you want. Or from before the case was resolved. 

    Please would you mark this as Solved if your questions are now answered.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Unallocated Cases

    Hi Alex,

    I have tried your above resolution. However, I am facing little difficulty with this.Could you please help me understand how with the difference of Timestamp in the third field I will get to know whether a case is assigned to any queue or not.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Unallocated Cases

    Hi Alex,

    Thank you for the response.

    How about using modified on instead of creating second field. Could you please help me with this.

  • Suggested answer
    AlexMcL Profile Picture
    AlexMcL 8 on at
    RE: Unallocated Cases

    Hi

    Good point, so agreed that a case that's been resolved will have already had a queue item.

    My further suggestion is a bit more complicated and involves a combination of three additional fields on the Case:

    Firstly a rollup field for the latest created date of a queue item:

    QueueItemDate.png

    Secondly a field for latest date the Case was resolved. This would need to be populated by a Flow or Workflow.

    Thirdly, a whole number duration field for the differences between these:

    Difference.png

    This can then be used in your view.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Unallocated Cases

    Hi Alex,

    Thanks for your response.

    The fetch mentioned by you will not work for those cases which are re-activated & are not assigned to any queue. It will work only for those cases that are picked & remove from queue. I am looking after a solution to identify all those cases which are re-activated & are not assigned to any queue.

  • Suggested answer
    AlexMcL Profile Picture
    AlexMcL 8 on at
    RE: Unallocated Cases

    Hi Divya

    There isn't an OOB case status reason for re-activated, but you could potentially add this and include the logic in your business process flow.

    However, you could just use the following:

    CaseWF.png

    which will find all open cases that aren't in a queue.

    Hope this helps.

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