Saturday, September 22, 2018

Count Number of Messages Sent and Received on a Support Case


This can be accomplished through a Case saved search. To create the search, perform the following steps:

     1. Navigate to Reports > Saved Searches > All Saved Searches > New.

     2. Select Case.

     3. Provide a Search Title.

     4. Check the Set Available as Sublist View checkbox.

     5. In the Criteria tab > Standard subtab, set Messages Fields: Message is Not Empty.

     6. In the Results tab > Columns subtab, set the following:

Field

Summary Type

Formula

Summary Label

CompanyGroup  
Formula (Numeric)SumDECODE ({messages.isincoming}, 'T',1)Received
Formula (Numeric)SumDECODE ({messages.isincoming}, 'F',1)Sent

     7. Click Save and Run.

 

Use the search as a Sublist View from a Customer Record. To do this, perform the steps below:
     
     1. Lists > Relationships > Customers.
     
     2. View a Customer (with a case record).
     
     3. Go to Support tab > Cases subtab.
     
     4. In the View field, select the saved search.

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