Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Advance View: Active Incidents with no Active Activity

(1) ShareShare
ReportReport
Posted on by 57

Hi.

Is there a way to view all active incidents that do not have an active activity assigned to them using and advance view?

I mean:

Lets say there are 100 active incidents. Each incident has 1 active service activity. This means there are 100 service activities in total. 

Some times a service activity might be closed but not its parent incident. I want to be able to identify these incidents.

Any help  would be really appreciated.

*This post is locked for comments

  • Suggested answer
    Gus Gonzalez Profile Picture
    Gus Gonzalez 27,113 on at
    Re: Advance View: Active Incidents with no Active Activity

    Not out of the box.

    You can create a workflow that will fire up every time an activity is create and check if that activity is connected to a case, if so, add a checkbox to the case named "Has Activities?" and the workflow will check that checkbox. Create a view that displays all Cases where the checkbox is unchecked and you will have yourself a view of cases without activities. :)

  • Suggested answer
    Re: Advance View: Active Incidents with no Active Activity

    Hi Jean,

    There is no way to do negatives like this with Advanced Find.  A workaround is to create an attribute on the incident that indicates whether there is an open service activity.  Depending on your processes, you may be able to update this attribute with workflow (e.g. if there is always only one service activity).  Or you might have to create a plug-in that keeps this attribute up to date (e.g. if there are multiple service activities).

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,711 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,458 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans