how to get associated case number and account number for a task

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Posted on by sdnd2000

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Hi, I have a task activity in case. Now I want to get associated case number and account number through SSRS report, how can I get that? I am using SQL not fetchxml

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prt33k 6,907 on at

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RE: how to get associated case number and account number for a task

no..regardingobjectid is a the regarding lookup on Task. This will be the case entity in your scenario - however this can be account, contact, lead etc. It is a multiple entity type.
sdnd2000 2,409 on at

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RE: how to get associated case number and account number for a task

is not regardingobjectid associated with filteredactivitypointer?
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prt33k 6,907 on at

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RE: how to get associated case number and account number for a task

In SQL, I believe you are using filteredtask, filteredincident and filteredaccount views to get the data.

filteredtask has regardingobjectid. which store the guid for parent of that task. You can join the task with filteredincident and get the case number.

To get account number, you need to join again with account view on parentcustomerid field present in incident(case)

Thanks,

Prateek