Task category for overdue tasks RRS feed

  • Question

  • Hi all,

    I want to create view in CRM to show tasks that are overdue (past due date) by more than 30, 60, 90 days.

    I was thinking having new hidden field in Task which workflow would update if task is past due. What I am struggling is where to start on the workflow. Or maybe there are other ways to do this?

    Any thoughts?

    Wednesday, February 25, 2015 10:42 PM

All replies

  • Hi,

    I would go with creating SSRS report for this .

    Retrieve a data from Task Entity for the the activity due date equal 90(since this is the last day u have mentioned) days .

    create a data source and data set with this query, Design your table with required fields.

    Finally write a filter for due date in with "dateAdd" expression in the tablix properties filters for 30 days and 60 days, 90 days can be shown as it is without filter.

    Regards, Rekha.J

    • Edited by Rekha J Thursday, February 26, 2015 5:23 AM
    Thursday, February 26, 2015 5:23 AM