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How to count the total of service activity RRS feed

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    Hi,

    I tried to created workflow to correct the total of service activity as following details

    1. Created new entity is Request service no.(Type=int)
    2. Created new entitiy is Counter Service(Type=int)
    3. Create new workflow and update service activity as the rule is
        Request Service no = increment by {Counter Service(Service Activity)}

    It seemed to be is not counting the total of service activity. Please correct me if the wrong workflow,or please advice. Thanks in advance

    Monday, February 21, 2011 6:39 AM

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    Hi,

    I am not quite understanding what you are trying to achieve. You are trying to count all service activities and update which entity?

    When should this calculation run?

    What should happen if a service activity is deleted or cancelled?

    Are you using crm v4 or 2011?

    Points 1 and 2, do you mean you created 2 attributes? if so, on which entity?

    Rob

    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd.
    Monday, February 21, 2011 10:47 PM
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    Hi,

    More details.

    I'm using : CRM 4.0

    My point is need to count all service activiy by service ID.

    for topic 1 and 2 has been created on service Entity. Please suggestion. Thanks in advance

     

    Tuesday, February 22, 2011 3:55 AM
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    Hi,

    The service entity cannot have additional attribues added as it is a system entity. Are you saying that you have created a custom entity called 'Counter Service' and added a 1:N to the Service entity?

    Whatever you have done, your requirement to calculate the number of child records and update a parent entity is best accomplished with a plug-in because using workflow in this scenario isn't very robust.

    Rob

    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd.
    Wednesday, February 23, 2011 9:58 PM