Flow to count the number of open activities on a case

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Posted on by MikeExeter

Hi Guys

I'm a bit of a novice when it comes to designing flows - so any help would be greatly appreciated:

What I want to do is to have a tickbox\checkbox on a case that will be ticked if there are still any open activities for a Case. I'm assuming that I will need a flow designed that will count the number of open activities - and then if the sum total of that result is greater then zero, to have the checkbox ticked on the case? But I don't know how to write/design this.

Many thanks for your time.

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Eiken on at

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Hi,

You can use roll-up and business rule.

Set a roll-up field to calculate the count of open activity. The default update of roll-up is hourly.

Then create a business rule.

The logic are as follow.

IF

count of open activity greater than 0

THEN

Set Any open activities? to "Yes"

ELSE IF

count of open activity equals 0

THEN

Set Any open activities? to "No"

Now this is the result.

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MikeExeter 54 on at

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Hi

This is great! The only thing I can't find how to access the recurring system job to set the default as hourly - as it's not showing on the system jobs list for the case? Also when adding the 'count of open activities' rollup field, Power Apps is asking for the 'Format' and it's a required field - the options are Duration, Language Code, None and Time Zone??

Please could you advise on the above - your help is greatly appreciated.

Kind regards

Mike

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Eiken on at

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HI,

The logical name of case entity is incident. Please edit this system job

And please choose none here when adding the roll-up field.

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Eiken on at

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Hi,

Did my answer help you ?

If yes, please don't forget to click Yes under "Did this answer your question?" to close this thread.

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