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Flow to count the number of open activities on a case

Posted on by 54

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.

  • Verified answer
    Eiken Profile Picture
    Eiken on at
    RE: Flow to count the number of open activities on a case

    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.

  • Verified answer
    Eiken Profile Picture
    Eiken on at
    RE: Flow to count the number of open activities on a case

    HI,

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

    pastedimage1679386420346v1.png

    pastedimage1679386545235v2.png

    pastedimage1679386581192v3.png

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

    pastedimage1679387088504v1.png

  • MikeExeter Profile Picture
    MikeExeter 54 on at
    RE: Flow to count the number of open activities on a case

    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

  • Verified answer
    Eiken Profile Picture
    Eiken on at
    RE: Flow to count the number of open activities on a case

    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.

    pastedimage1679377811703v1.png

    Then create a business rule.

    pastedimage1679377944215v2.png

    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"

    pastedimage1679377988361v3.png

    Now this is the result.

    pastedimage1679378082836v4.png

    pastedimage1679378137772v5.png

    pastedimage1679378149611v6.png

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