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HOW TO HAVE A VIEW THAT INCLUDES CASE AND SERVICE ACTIVITIES CREATED UNDER IT RRS feed

  • Question

  • Hello.

    I want to get a list of my cases and all service activities under it. But in specifying the criteria for my view.. I cant seem to have the details of the service activities to show in the columns of the view.

    Any thoughts on how I can have this view?

    Many thanks.

    Gina

    Wednesday, November 20, 2013 3:03 AM

All replies

  • Gina,

    A case can be associated with multiple service activities and hence cannot be added as columns in the same view. Instead you can do this in a report using OOB report wizard.

    1. Create a report for Case and Choose the related entity as Service Activity

    2. When choosing the layout, you'll be able to choose fields from both case and service activity.


    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    • Proposed as answer by Mamatha Swamy Wednesday, November 20, 2013 3:56 AM
    Wednesday, November 20, 2013 3:56 AM