Wednesday, September 26, 2018

Saved Search That Displays Cases Not Started or Not Updated in the Last X Days/Hours/Minutes


1. Navigate to List > Search > Saved Searches > New.

2. Select Case.

3. Provide a Search Title.

4. Under Criteria tab, add the following filters:

  • Status
    • is none of Closed
  • Formula (Numeric)
    • Formula = {today} - {lastmessagedate}
    • Formula (Numeric) = greater than
    • Value = desired number of days
Notes:

You may exclude all other Case Statuses as needed. To change the date filter to minutes or hours instead of days, use this filter for Formula (Numeric):

  • Hours:
    • Formula = ({today} - {lastmessagedate}* 24)
    • Formula (Numeric) = greater than
    • Value = desired number of hours
  • Minutes:
    • Formula = ({today} - {lastmessagedate} * 1440)
    • Formula (Numeric) = greater than
    • Value = desired number of minutes
5. Under Results tab, add the following fields:
  • Number
  • Status
  • Assigned To
  • Last Message Date
  • Formula (Numeric)
    • Function = Round
    • Formula = <formula used in the Criteria tab of Step 4>
    • Custom Label = Days/Hours/Minutes Since Last Message
6. Click Save & Run.

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