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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

How to track if a case gets re-opened multiple times

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Posted on by 77

Hi,

I want to send a survey to our customer when a case gets closed for the first time using dynamic workflow.

I am struggling to stop the workflow from sending survey email if the case has been reopened and then closed.

Any idea how this can be achieved?

I have the same question (0)
  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi partner,

    One solution is to create a field to count the number of times the case has been closed, then use this field in the condition of workflow.

    Step 1. Create a whole number field.

    6445.pastedimage1614231876909v1.png

    Step 2. Create a real-time workflow.

    8081.pastedimage1614233708571v4.png

    6708.pastedimage1614233601434v2.png

    8780.pastedimage1614233687016v3.png

    Step 3. Edit your original workflow. The trigger is that the new field is changed. The condition is that the new field is 1.

    6064.pastedimage1614234625112v6.png

    4237.pastedimage1614234678589v7.png

    1401.pastedimage1614234194590v5.png

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