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Feb12

Written by:Kbase QB
2/12/2010 3:17 PM 

The workflow counts the number of opened (incomplete) jobs per case. The number is displayed in the Case list view.
Settings>Customization>Customize Entities>Case
Click: Attributes from the menu list and create new attribute: Job Counter as int (integer) Format=none
Minimum value is 0 maximum value is 100
Click: Save and Close
Click Forms and Views
Select and open Form
Click to open the Administration tab
Click Add Fields from the Common Task option list and select Job Counter to add the Job Counter field to the form in the Administration tab
Click: Save and Close
Click Forms and Views again
Select Active Cases (Public View)
Click Add Columns and select the field Job Counter and add it to the list displaying Active Cases
Click: Save and Close
From the tool bar click: Actions and select Publish to publish the changes we just introduced to the Case entity
The end result will display the new column Job Counter in the Active Cases list

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The workflow has two parts, it increments Job Counter when new job is created and decrement when its completed. Our example is a workflow for Onsite Job, similar workflows can be created for other jobs.
Click: Settings>Workflows>New
Workflow Name: Job Counter – Onsite
Entity: Onsite Job
Click: OK
Select
Scope=Organization
Start When=Record is created
Click: Add Step and select the Update Record option
Select Case as the record to be updated
Click Set Properties
The Case Form is opened
Click to open the Administration tab
Place the curser in the field Job Counter. In the Form Assistant set the Operator to Increment By and enter “1” as default value. Click OK to accept this operation. When new Onsite Job is created the value of Job Counter is incremented by 1.

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The second part of the workflow is to decrement Job Counter by 1 when job is completed. To do so we first add step of “Wait Condition” and the condition is: Wait Until, (the entity) Onsite Job, (the field) Job Status (is) Equals (to either one of ) Completed, Completed (statuses)

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The last step of this workflow is to update Case by decrementing the value of Job Counter by 1.
The completed workflow will look like this:

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