I need to create a Report Definition, where I filter parent cases based on the child cases status.
I would like to create a report definition where I get a list of cases where there aren't any child cases where .pyStatusWork equals "Resolved-Completed". But, for the report definition I made, if, for example, there is a parent case where there are two child cases: one with the status "New" and one with the status "Resolved-Completed", the report would bring the parent case once, because of the "New" child case, when it actually shouldn't list this parent case, once there is one child case with the status "Resolved-Completed". How do I do that?
Pegasystems Inc.
CA
I believe you can run the report on the parent based on this property to list all the parents where one or more child cases are NOT yet RESOLVED (pxCoveredCountOpen).
HCLTech
US
You can achieve this in a single report if you want to eliminate all the resolved cases (completed, withdrawn, cancelled, etc.) based on pxCoveredCountOpen.
However if you're looking to eliminate only cases with "Resolved-Completed" status follow the below steps. It requires a main report and a sub report
1. First create a sub-report that identifies parent cases with child cases having the status "Resolved-Completed."
2. In your main report definition, use the sub-report to exclude parent cases that have child cases with the status "Resolved-Completed."
Steps:
Sub-Report:
Create a new report definition for the child cases. Add a filter condition to include only child cases where .pyStatusWork equals "Resolved-Completed." In the report definition, include the parent case identifier (e.g., .pxCoverInsKey).
Main-Report:
Create a new report definition for the parent cases. Add a filter condition to exclude parent cases that are present in the sub-report. Use a "Does not contain" condition to filter out parent cases that have child cases with the status "Resolved-Completed."