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How to delete Case automatically If the status reason merged using workflow

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Posted on by Microsoft Employee

Hi Everyone,

I have a requirement  How to delete Case automatically If the status reason merged using workflow 

Thank you

Vetrivel G

  • Verified answer
    LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: How to delete Case automatically If the status reason merged using workflow

    Hi partner,

    Sorry for that, OOB workflow could not delete records.

    Here are 2 ways.

    1.Use workflow tools to delete record.

    github.com/.../Delete Record.md

    2.Use Power Automate instead.

    pastedimage1603436494467v1.png

    Best Regards,

    Leo

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to delete Case automatically If the status reason merged using workflow

    Hi Leo,

    I didn't find any options for deleting the case using flow. How to delete case after the condition.

    Thank you

    Vetrivel G

  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: How to delete Case automatically If the status reason merged using workflow

    Hi Partner,

    When case A has been merged into case B, there is a field on case A named "merged" and it will update to "True", and there is also another field named "mastered" to store the main case id.

    In D365 workflow, we could not use "merged" field as filter condition so we should use "statusreason" and "masterid" instead, if you want to use "merged", you could use Power Automate.

    So we just need to add some filter condition in workflow to filter out the case which has been merged.

    1.Create a workflow based on case.

    pastedimage1603434264539v1.png

    2.Set the trigger condition to when "masterid" and "status" changed.

    pastedimage1603435184419v3.png

    pastedimage1603435475724v4.png

    3.Then add the delete step.

    Regards,

    Leo

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