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Hi Everyone,
I have a requirement How to delete Case automatically If the status reason merged using workflow
Thank you
Vetrivel G
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.
2.Set the trigger condition to when "masterid" and "status" changed.
3.Then add the delete step.
Regards,
Leo
Hi Leo,
I didn't find any options for deleting the case using flow. How to delete case after the condition.
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.
Best Regards,
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