how to create view that show cases, if "ALL" related activities are complete .
for example i want to have view that show cases that all related tasks have completed status.
please help me
thanks
*This post is locked for comments
how to create view that show cases, if "ALL" related activities are complete .
for example i want to have view that show cases that all related tasks have completed status.
please help me
thanks
*This post is locked for comments
They are recalculated periodically - you might try adjusting the frequency:
dynamicscrmpros.com/changing-rollup-calculation-frequency-microsoft-dynamics-crm-2015
wow
thanks for your solution, i created this field, But this field is not auto recalculate. and i must recalculate it manual.
Create a rollup field that would calculate open activities, then use it in the view filter condition? (only display those cases where that field has 0 value)
thanks
But i want a simple solution that does not require js code. anyone can help me ?
what is ooB feature ?
I am not sure if there is a OOB feature that does that. However you can write a simple WF or plugin that will update a field on CASE entity if all related activities are marked completed. Not a very neat solution however a working one. This approach is not a beautiful approach as this needs lots of planning and you need to always update field on case entity (additional overhead)
Another approach could be to have JS on form load of a CASE entity which makes a service call to check if all related activities are in completed state, if yes show it in web resource or field on case form.
I would prefer the web resource approach as it provides more flexibility and doesn't overload system with all those updates. Infact you can display nice charts or progress bar to display the overall status of related activities on web resource.
Regards,
Pranav
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