Written by:Kbase QB2/12/2010 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>CaseClick: Attributes from the menu list and create new attribute: Job Counter as int (integer) Format=noneMinimum value is 0 maximum value is 100Click: Save and CloseClick Forms and ViewsSelect and open FormClick to open the Administration tabClick Add Fields from the Common Task option list and select Job Counter to add the Job Counter field to the form in the Administration tabClick: Save and CloseClick Forms and Views againSelect Active Cases (Public View) Click Add Columns and select the field Job Counter and add it to the list displaying Active CasesClick: Save and CloseFrom the tool bar click: Actions and select Publish to publish the changes we just introduced to the Case entityThe end result will display the new column Job Counter in the Active Cases list
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>NewWorkflow Name: Job Counter – OnsiteEntity: Onsite JobClick: OKSelectScope=OrganizationStart When=Record is createdClick: Add Step and select the Update Record optionSelect Case as the record to be updatedClick Set PropertiesThe Case Form is openedClick to open the Administration tabPlace 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.
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)
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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