Microsoft Dynamics CRM (Archived)

Close case when all action requests are closed

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Posted on by crmrsw15

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Hi,

I am thinking this is an easy answer but can't seem to think how to do it.

I have a custom case entity which has several related 'action requests (activity entity)' for staff to complete. Upon completing the action requests I would like to create a workflow that automatically closes the case record.

I can't think how to create the workflow to check: if action request status is updated to closed and all other action requests for this case are also closed then close the case.

Any help would be appreciated.

Best wishes,

Richard

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ashlega 34,477 on at

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RE: Close case when all action requests are closed

Why don't you mark your solution as an answer? That's a good workaround
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crmrsw15 685 on at

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RE: Close case when all action requests are closed

Thanks for your response. I actually managed to do this using a rollup field to count the number of closed activities, then set a business rule which sets another hidden field to 'close' if the rollup field reaches 0. Then a workflow that monitors for the word 'close' in the hidden field, and then closes the case.
Abed Haniyah 4,285 on at

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RE: Close case when all action requests are closed

You cannot achieve this by using workflow, you need a plugin or custom workflow to cover this requirement