How do I create a dashboard to display yesterday's cases

The main use of this is to be able to export cases created on the previous day for audit purposes.

Perfom the following steps in your CXM system.

Step 1: Create a new choice field and name it 'Ready for export' with the values Yes and No.

Ready to export field

Step 2: Create a new date field called 'Tomorrow'.

Tomorrow's date

Step 3: Create a new date field called 'Day After Tomorrow'.

Day After Tomorrow's Date

Step 4: Add the above created fields to your 'New' form in your workflow.

Adding fields to your workflow

Step 5: Create a new case date called 'Tomorrow' and base it off the Tomorrow date field.

Tomorrow case date

Step 6: Create a new case date called 'Day after Tomorrow' and base it off Day after Tomorrow date field.

Day after Tomorrow case date

Step 7: Create a new rule in your workflow that looks like this:

when event case created

then recalculate date “tomorrow”

and then recalculate date "day after tomorrow"

Rule for yesterday's cases

Step 8: Create another rule in your workflow that looks like this:

when date “tomorrow”

then set case value "ready for export” to yes

Rule to export

Perform the following steps in your XFP system:

Step 1: Create a predefined logic that returns the current date

Current date in XFP logic

Step 2: Create a predefined logic that returns tomorrow's date

Tomorrow's date in XFP logic

Step 3: Create a predefined logic that returns day after tomorrow.

Day after tomorrow's date in XFP logic

Step 4: Map the tomorrow and day after tomorrow dates to the corresponding fields in CXM.

CXM Mappings

Step 5: Final step is to add the 'Ready to export' as a filter on the dashboard. This will then return all of yesterday's case which are ready to be exported.

Yesterday's cases in dashboard

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