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Service | Customer Service, Contact Center, Fie...
Suggested Answer

There shouldn't be more than one active case open at once for a single contact.

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Posted on by 40

There shouldn't be more than one active case open at once for a single contact. user should be able to raise another case when there is no active case.

Could anyone help me with this using plugin.

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  • Suggested answer
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    on at

    Hi Tanvi,

    There is no need to create one plugin, you can create one rollup field and workflow to achieve it.

    1.Creating rollup field to count related active case in the contact:

    pastedimage1657260898837v1.png

    2.Then create one real-time workflow:

    --check the rollup field value when creating new cases.

    pastedimage1657262371173v2.png

    pastedimage1657263756237v4.png

    Save and active it.

    Test:

    pastedimage1657264548334v6.png

    Creating one new case related to the 02 contact:

    pastedimage1657264527567v5.png

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