Card assistant - Total Number of Tasks due Today

(0) Share

Report

Posted on by dxshyam

230

Greetings!

I want to create a custom insight card that shows the total number of Tasks that are due on that particular day. I think I was able to create a flow that shows this value, but I am not able to have that in an insight card. Below are the steps I followed.

Summary of steps

5047.pastedimage1579079407672v1.png

Step 1: Schedule to execute on a daily basis

6305.pastedimage1579079495300v2.png

Step 2: Get all Tasks Scheduled Today

7127.pastedimage1579079693308v6.png

Step 3: Initialize two variables for count

0474.pastedimage1579079580820v4.png

6560.pastedimage1579079603090v5.png

Step 4: Count the number of Tasks having due date as today

3554.pastedimage1579079773259v7.png

Step 5: Assigning the count to variable TotalCount

0640.pastedimage1579079826792v8.png

Step 6: Now that I have the Total Count, I want to use this in a card, so I use create card assistant, but what should I be giving for button type and button URL? or is there any other option of populating this total in an insight card?

6644.pastedimage1579079958633v9.png

Thanks,

Shyam

I have the same question (0)

All responses (1)

Answers (0)

Ziyaan Dadachanji on at

Like (0)

Report

Hi Shyam,

There are 2 options currently supported for the Button type: Open URL and Open Entity.

For your scenario, you could use Open URL as Button type, and for Button URL, you could provide the url of a custom view in Activities in CRM (you may have a view which has all the tasks that are due) or any other URL of your choice.

Hope this helps.

Thank you,

Ziyaan

Was this reply helpful? Yes No