Report on who cancelled an HR Case

jrusso
Tera Expert

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?

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Sandeep Rajput
Tera Patron
Tera Patron

@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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2 REPLIES 2

Sandeep Rajput
Tera Patron
Tera Patron

@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.

Thank you.  I will give that a try.