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Dynamics 365 Community / Forums / Customer Service forum / Billable time update b...
Customer Service forum

Billable time update by workflow

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Posted on by CSD365 125

Hi,

I have a custom field in activities like phone call, task, email which is named "Billable", which is two options - yes or no. 

In case form I have created also a custom field named "Total billable time" which sums all durations of child activities if the field "Billable" is set as "Yes".

My question is how can I update Billable time during case resolution by the value of my custom field "Total Billable Time"?

Also is it possible to add field security on billable time?

I have the same question (0)
  • Suggested answer
    unizap Profile Picture
    unizap on at

    Hi,

    There is no supported way to update the Billable time in Case Resolution Dialog. You need to implement a custom button with custom logic and hide the existing button.

    Another approach is a hack, which will save your custom development effort.

    1. Create a custom field "Non-billable Duration" of type "Duration".

    2. For activities where "Billable=No", copy "Duration" value into "Non-billable Duration" field & Clear the value in Duration field.

    3. Now when you resolve case only the duration of Billable activities will be summed & show under the Billable time field in Case Resolution Dialog.

    Also it is not possible to add field security on Billable time field in that dialog. You will need to develop a custom dialog using HTML to achieve this.

    Let me know if any queries.

  • CSD365 Profile Picture
    CSD365 125 on at

    Hi,

    Thanks for your reply.

    I have found a system field named "Is billed" in activities, which probably determine billable time, but I cannot add it on the form.

    Do you know if it's can be added on the activity form in anyway?

  • Suggested answer
    unizap Profile Picture
    unizap on at

    Apparently no direct way of doing that. See below post

    social.microsoft.com/.../how-do-i-set-the-case-flag-of-is-billed

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