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Microsoft Dynamics CRM (Archived)

how to create view that show cases with "ALL" activities are complete

Posted on by 215

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

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  • Suggested answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: how to create view that show cases with "ALL" activities are complete

    They are recalculated periodically - you might try adjusting the frequency:

    dynamicscrmpros.com/changing-rollup-calculation-frequency-microsoft-dynamics-crm-2015

  • ehsan af Profile Picture
    ehsan af 215 on at
    RE: how to create view that show cases with "ALL" activities are complete

    wow

    thanks for your solution, i created this field, But this field is not auto recalculate. and i must recalculate it manual.

  • Suggested answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: how to create view that show cases with "ALL" activities are complete

    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)

  • ehsan af Profile Picture
    ehsan af 215 on at
    RE: how to create view that show cases with "ALL" activities are complete

    thanks

    But i want a simple solution that does not require js code. anyone can help me ?

    what is ooB feature ?

  • Suggested answer
    PranavShroti Profile Picture
    PranavShroti 4,510 on at
    RE: how to create view that show cases with "ALL" activities are complete

    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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