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Contact attempts

Komodo Care Connect captures both successful and unsuccessful attempts to contact patients, physicians, staff, payers, and others. Each time a user logs a contact attempt in the Contact Attempt (PJN_Contact_Attempt2) action layout via Salesforce's activity composer on a Case record page, such as an Activity, Request, or Missing Information page, a Task record of Contact Attempt (PJN_Contact_Attempt) record type is created. This triggers the Contact Attempt rollup to update the Number of Attempts (mvn__PJN_Number_of_Attempts2__c) and Most Recent Call Attempt (mvn__PJN_Most_Recent_Call_Attempt2__c) fields, the latter of which is taken from the Due Date (ActivityDate) field of the associated Task record.

Records in the Contact Attempt action layout automatically update the Number of Attempts and Most Recent Call Attempt fields

The following are the Trigger Handler Setting (mvn__PJN_Trigger_Handler_Setting__mdt) metadata records representing the four scenarios that trigger the Contact Attempt rollup:

  • After Delete: Task to Case Rollup (PJN_After_Delete_Task_to_Case_Rollup)

  • After Insert: Task to Case Rollup (PJN_After_Insert_Task_to_Case_Rollup)

  • After Undelete: Task to Case Rollup (After_Undelete_Task_to_Case_Rollup)

  • After Update: Task to Case Rollup (PJN_After_Update_Task_to_Case_Rollup)