Count based on multilple values

Hi Yves Bourgarel ,

To achieve this use case, I recommend doing the following:

1. Create a calculated field (e.g. case_evaluation_c) in the Cases module to evaluate the criteria you want to count records on. Based on your example, the formula could look like the following:
   
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   ifElse(

   and(

   equal(

   $type,

   "reclamation"

   ),

   not(

   equal(

   $status,

   "closed"

   )

   )

   ),

   "Open - Reclamation",

   ""

   )

   XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

   ifElse(
       and(
           equal(
               $type,
               "reclamation"
           ),
           not(
               equal(
                   $status,
                   "closed"
               )
           )
       ),
       "Open - Reclamation",
       ""
   )

2. Then, in the custom field on your Contacts module, you would use the countConditional formula to count cases based on the value in your custom field from step 1. The formula would look like the following:
   
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   countConditional(

   $cases,

   "case_evaluation_c",

   "Open - Reclamation"

   )

   XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

   countConditional(
       $cases,
       "case_evaluation_c",
       "Open - Reclamation"
   )

The reason the first field is necessary is that the countConditional formula can only accept a single condition. The first field allows you to evaluate as many conditions as you need within that module to then give you reliable datapoints for conditional rollup and count calculations in parent modules.

Chris

Nice one Chris Raffle 

Nice one Chris Raffle