Case: filter report on Cases where all the Case tasks are closed

Mike Slevin1
Giga Expert

Cases can have multiple tasks.  When all the tasks are closed, the call center can then close the case.  I need to be able to create a report/widget to show the call center all the cases where the tasks are closed so they can close the case.  I can filter on tasks that are closed or open, but since some cases have multiple tasks, they show up on both sides of that report and get counted twice.  

 

How do I filter for all tasks completed?

1 ACCEPTED SOLUTION

Mike Slevin1
Giga Expert

Working with another admin, a true/false flag was created for all cases with closed tasks.  He then created a business rule to run and check if all the tasks were closed, if so the flag would be marked. 

 

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2 REPLIES 2

sumersingh
Giga Guru

As number of tasks are not fixed number on Cases so you have to check with script.

 

step 1 : make glide record on case and check how many case task are there. result would be the count of case task.

 

step2: make glide record  on case task and check based on the state =closed and parent is CASE number.

 

if count from step 1 == count from step 2  then you can display that case number as a result otherwise you will not display.

Mike Slevin1
Giga Expert

Working with another admin, a true/false flag was created for all cases with closed tasks.  He then created a business rule to run and check if all the tasks were closed, if so the flag would be marked.