- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Jul 03, 2024 12:22 AM
I thought creating a new "single select" field called "active investment?", and having "active" option automatically selected for the latest investment made for a company.
Solved! Go to Solution.
Accepted Solutions
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Jul 03, 2024 02:51 AM
Hello Arthur,
Another solution is to define an automation in order to maintain an "Active" field on your "Investments" table.
Procedure for this is described in attached document.
Regards
Pascal
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Jul 03, 2024 12:24 AM
To achieve your goal of displaying the latest investment made for each company, I suggest automating the process using a combination of Airtable formulas and scripting. We'll create an "Active Investment" field that auto-selects the latest entry for each company. This involves:
- Adding a formula field to calculate the investment date.
- Using an Airtable script to mark the latest investment as "active."
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Jul 03, 2024 01:51 AM
Perhaps try using a combination of rollup and formula fields like so:
  
How to create it yourself:
1. Have all the records linked to a single record called `Rollup`
- In your case, you're already linking your "Investment" records to the appropriate "Company" record, so you don't have to do this
2. In the `Rollup` table, create a rollup field on the `Created Date` value from `Table 1` with the formula `MAX(values)`
- This will give us the latest date
3. In `Table 1`, create a lookup field to pull over the most recent` Created Date` from the `Rollup` table
4. Use a formula field to check the `Created Date` value against the most recent date pulled in via step 3
Link to base
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Jul 03, 2024 02:51 AM
Hello Arthur,
Another solution is to define an automation in order to maintain an "Active" field on your "Investments" table.
Procedure for this is described in attached document.
Regards
Pascal
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Jul 03, 2024 09:54 AM
Hi Pascal,
Thank you for your answer, that's a good way to work it around, it works !
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎Jul 04, 2024 12:57 AM
Hi Arthur,
I just thought that you should add a condition in the "find records" action to limit the number of records to be updated (normally to 1 ou 0):
Regards,
Pascal
