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Case Comments Workflow and Self Service Portal
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11-17-2008 10:56 AM
Hi,
I want to use the new feature from Winter 09 that allows to activate workflows from comments.
I want to change the status of the case from Waiting for Customer to Open when the self service user creates a new comment.
So if the workflow criteria is based only on Status it is working great. But I want to add to the criteria something that will inidicate the comment was created by the Self Service User.
I don't find how to do it.
Any solution?
Thank you!
I want to use the new feature from Winter 09 that allows to activate workflows from comments.
I want to change the status of the case from Waiting for Customer to Open when the self service user creates a new comment.
So if the workflow criteria is based only on Status it is working great. But I want to add to the criteria something that will inidicate the comment was created by the Self Service User.
I don't find how to do it.
Any solution?
Thank you!
Re: Case Comments Workflow and Self Service Portal
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11-20-2008 06:33 AM
I used the workflow rule criteria: Parent.HasCommentsUnreadByOwner= True and it works well i.e. the Status of the case changes only if the comment is created by the self service portal user.
Deepa Bedi
ACF Solutions LLC
Re: Case Comments Workflow and Self Service Portal
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11-20-2008 08:45 AM
Great, thanks!
Actually I have found another solution: ISPICKVAL($User.Type, "")
Every user has type, except the Self Service Portal user and it's working well also.
Re: Case Comments Workflow and Self Service Portal
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12-04-2008 01:25 PM
These message boards are always so helpful to me! I need to remember checking them first, before I spend a lot of time banging my head against the wall.
To correct a slight typo above, the syntax for the ISPICKVAL function above should be:
ISPICKVAL ($User.UserType , "")
In my case, I had to implement slightly more complex logic. If the case status is "Waiting on Customer", and a new Case Comment is added by the Self-Service Portal user, I want to change the status to "Investigating". But if the Case Status is any other value (i.e., not "Waiting on Customer"), I wanted to leave the Status field alone.
Here's the Workflow Rule that I ended up with:
So method as len123 used, I just added the conditional check for the current Case Status.
To correct a slight typo above, the syntax for the ISPICKVAL function above should be:
ISPICKVAL ($User.UserType , "")
In my case, I had to implement slightly more complex logic. If the case status is "Waiting on Customer", and a new Case Comment is added by the Self-Service Portal user, I want to change the status to "Investigating". But if the Case Status is any other value (i.e., not "Waiting on Customer"), I wanted to leave the Status field alone.
Here's the Workflow Rule that I ended up with:
Code:
AND (
ISPICKVAL (Parent.Status , "Waiting on Customer"),
ISPICKVAL ($User.UserType , "")
)
So method as len123 used, I just added the conditional check for the current Case Status.
JP Seabury
My Blog: http://forcemonkey.blogspot.com
Twitter: http://twitter.com/jpseabury
My Blog: http://forcemonkey.blogspot.com
Twitter: http://twitter.com/jpseabury

