Jul 03, 2024 12:22 AM
Solved! Go to Solution.
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
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:
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
Jul 03, 2024 02:51 AM
Jul 03, 2024 09:54 AM
Hi Pascal,
Thank you for your answer, that's a good way to work it around, it works !
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