Close Stagnant Cases

Follow the steps below to create an Executable for running a batch job to close stagnant Cases.

• Naviage to the "Current => Current" Direction where both the source and target Connections are the current org.
• Click "New Executable", and set the following details:
  • Source Object API Name: Case
  • Target Object API Name: Case
  • Source Matching Field: Id
  • Target Matching Field: Id
  • Action: Update
  • Name: Close Stagnant Cases
• Navigate to the "Retrieve" step, update the SOQL query to filter and preview the source data:
  SELECT CaseNumber, Subject, Type, Priority, Origin, Status, CreatedDate, LastModifiedDate, Account.Name, Contact.Name, TYPEOF Owner WHEN User THEN Name ELSE Name END FROM Case WHERE CreatedDate = LAST_QUARTER AND IsClosed = FALSE AND Status = 'New' AND LastModifiedDate < LAST_N_DAYS:7 ORDER BY LastModifiedDate DESC NULLS LAST
• Navigate to the "Mapping" step, add the mapping formula to the "Status" field.
• Navigate to the "Verify" step, add "Status" field to the SELECT clause of the target SOQL.
• Navigate back to the "Retrieve" step, click any Case to verify the transformation logic defined in the "Mapping" step.
• Click "Execute Batch" to execute the batch job on-demand.
• Click any Batch Execution to view the execution log and verify the results.
• Add a Schedule record as related list to the Executable to run the batch job on the desired schedule basis.