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Work Flow RRS feed

  • Question

  • I have to create a workflow in which if the case is closed the next case has to be assigned to the particular user . In this how can we get the details of the next case to be done.

    Monday, November 14, 2011 5:56 AM

Answers

  • You would not know when the next case would be created. As an alternative solution, you can create an attribute on the Account form to store the Preferred Sales Rep.

    Using a workflow you can update teh Preferred Sales Rep, each time a case is closed.

    You will need another workflow on the create of the Case, that would check if the Preferred Sales Rep is set for the customer of the case and then assign the case to that user.

    HTH

    Sam 


    Web: http://www.inogic.com
    Blog: http://inogic.blogspot.com
    Email: news@inogic.com
    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Monday, November 14, 2011 7:08 AM

All replies

  • You would not know when the next case would be created. As an alternative solution, you can create an attribute on the Account form to store the Preferred Sales Rep.

    Using a workflow you can update teh Preferred Sales Rep, each time a case is closed.

    You will need another workflow on the create of the Case, that would check if the Preferred Sales Rep is set for the customer of the case and then assign the case to that user.

    HTH

    Sam 


    Web: http://www.inogic.com
    Blog: http://inogic.blogspot.com
    Email: news@inogic.com
    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Monday, November 14, 2011 7:08 AM
  • Thanks for your suggestion !

    I follow it .

    Monday, November 14, 2011 8:22 AM
  • If it works for you. Please make sure to come back and mark that answer as the proposed answer to close this thread.

    Thanks!

    Sam

     


    Web: http://www.inogic.com
    Blog: http://inogic.blogspot.com
    Email: news@inogic.com
    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Monday, November 14, 2011 8:43 AM