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Linked Table, filter by most recent date

  • October 29, 2019
  • 1 reply
  • 30 views

Hi -

I’m trying to create a list of our active strategic projects. The end result I’m trying to accomplish is an executive view that shows recent activity, risks, key resources, timelines, etc so that our executive team has a quick and easy overview that is updated regularly.

I have a list of active projects, I have a related list of actions/activity. On my primary Projects list the recent actions is including every action taken on those projects and I’d like to show only the most recent action - I have an action taken date in the actions list.

How can I filter the “Link to another record” field type to only show the most recent values?

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1 reply

Justin_Barrett
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Guessing that my reply in this other thread took care of the problem?