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Microsoft Dynamics CRM (Archived)

Last activity date field for cases

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Hi all,

I'm attempting to add a new field to the Case entity which will track the last activity date for a particular case, but with a little extension.  I want to track the last activity done by a particular user.  The end goal here is to send an auto-generated email if there is no activity for a case for 24 hours, letting the customer know that the case will close should there be no further activity for another 24 hours.  I have found many guides like this one https://www.qgate.co.uk/knowledge/using-a-rollup-field-to-add-last-activity-date-to-a-case/ that get me 90% of the way there, but I am unable to filter by the owner of the activity (or something similar).  Any suggestions?

Thanks in advance

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  • Suggested answer
    Kokulan Profile Picture
    18,054 on at

    Hi

    I don't think you will be able to use a lookup value when you design the rollup field query, that's why it does not allow you to select the owner field.

    If you are ok with creating a little bit of custom code, you can create a Custom Workflow Activity (CWA) that will not only check activities but also notes and any other custom logic you want.

    Let me know if you need any examples on creating a CWA to achieve what you want

  • Community Member Profile Picture
    on at

    Hi Kokulan,

    Thanks for your quick response.  Yes, any examples would be great, particularly ones on the email activity.  I imagine I can work through the code.

    Cheers

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