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ReportBasically I want to do what the subject says. So every time a case is created I want it to update a Case Count field that's in the company account form.
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Basically I want to do what the subject says. So every time a case is created I want it to update a Case Count field that's in the company account form.
*This post is locked for comments
Hi
As suggested above, you have to create a roll-up field on Account to do the counting.
The roll-up fields will not update instantly, the minimum interval you can set to refresh the count is 1 hour. If you want this count to be updated instantly, you could create a real-time workflow on Case Create and use the following Custom Workflow Activity to update the count instantly
Create a Rollup field on Account entity and show count of cases in this field. Below are screen shots for your help.
#1
Mohamed Amine Mahmoudi
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Super User 2025 Season 1
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Community Member
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#3
Victor Onyebuchi
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