Idea

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gowry soma (gowrys66)
Sun Life

Sun Life
CA
gowrys66 Member since 2019 1 post
Sun Life
Posted: September 27, 2019
Last activity: October 7, 2019
Posted: 27 Sep 2019 15:07 EDT
Last activity: 7 Oct 2019 13:39 EDT

Purge and Archive by specific status

The current 8.2 version of P&A only does ALL “Resolve-“ cases based one resolved age limit. In an event we have Resolved-Completed, Resolved-Cancelled, Resolved-SiteScope, etc statuses P&A can’t differentiate between them, P&A just creates one output per classgroup. We would like to setup different sets of P&A and age limit based on status.

For example:

If the status is “Resolved-SiteScope”, set age limit to 5 days since resolved date

If the status is “Resolved-Completed”, set age limit to 7 years since resolved date

etc

Also, is there a way to P&A unresolved (open or pending) cases as well?

Best regards,

Gowry Soma

Case Management