Report - interaction vs HR Case

atlawson · ‎05-23-2022

Hi all,

Any ideas on how how I could report on interactions whereby the HR Case associated to it was created by a different assigned to (interaction assigned to different to HR case assigned to or Creates By). Looking to show if Interaction / HR case records are being created by different agents. Thought I could use the related to option, but can’t seem to work out the current filter.

Could work other way around - HR Case different to interaction.

Any ideas please?

ryan_pope · ‎05-27-2022

Sorry, so filtering on just tasks of type HR Case, the field sys_class_name has a label of Task Type, so you should be able to use Task.Task Type IS HR Case:

Weirdly enough, in the new Reporting UI, I can't seem to figure out how to get the condition for the assigned to between interaction and HR Case to match. If you can switch to the old UI still, you should be able to build the query the way you want (or if you can just present as a list directly on the table). It would look like this:

View solution in original post

ryan_pope · ‎05-27-2022

Sorry, so filtering on just tasks of type HR Case, the field sys_class_name has a label of Task Type, so you should be able to use Task.Task Type IS HR Case:

Weirdly enough, in the new Reporting UI, I can't seem to figure out how to get the condition for the assigned to between interaction and HR Case to match. If you can switch to the old UI still, you should be able to build the query the way you want (or if you can just present as a list directly on the table). It would look like this:

atlawson · ‎06-01-2022

Thank you - that was the missing bit. I was going round in circles using the builder. Didn't think to try using the legacy UI - thank you!