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08-14-2024 06:20 AM
I've been asked to report on who cancelled a case. We would like to see how many cases were cancelled by the Opened For person (self cancel). There is not a cancelled by option like we have for closed by or opened by or resolved by.
Any suggestions on how I can pull this data?
Solved! Go to Solution.

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08-14-2024 06:32 AM - edited 08-14-2024 06:32 AM
@jrusso The easiest way to build such reports for future would be to introduce a custom boolean field cancelled by opened for on the HR Case form and use a business rule to set the value of this field whenever the case is cancelled by the opened for user.
If you do not wish to use a custom field then you need to query sys_history_set and sys_history_line tables to check the state level changes (when the state changed to cancelled) and check if the update was made by the opened_for user.

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08-14-2024 06:32 AM - edited 08-14-2024 06:32 AM
@jrusso The easiest way to build such reports for future would be to introduce a custom boolean field cancelled by opened for on the HR Case form and use a business rule to set the value of this field whenever the case is cancelled by the opened for user.
If you do not wish to use a custom field then you need to query sys_history_set and sys_history_line tables to check the state level changes (when the state changed to cancelled) and check if the update was made by the opened_for user.
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08-14-2024 07:15 AM
Thank you. I will give that a try.