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Nov 26, 2019 03:11 PM
I have a Base with the following tables: People, Contact History. In Contact History I am logging all conversations with the people from the first table and many times there are multiple records in Contact History for every person in the People table.
I am trying to show in the People table just the notes from the most recent contact with that person.
As I understand it, I can’t use a rollup field to do this because it’s a string.
Any advice pointing me in the right direction would be greatly appreciated!
Solved! Go to Solution.
Nov 26, 2019 07:50 PM
Welcome to the community, @ Joseph_Desilets! :grinning_face_with_big_eyes:
No, but you could use a collection of rollup fields to get what you need. Here’s where I’m starting, with three contact records tied to one person:
I’m using a simple date-name formula for the primary field in the [Contact History]
table:
The first thing to add in the [People]
table is a rollup that finds the latest note date:
In the [Contact History]
table, add a rollup that pulls this value back in. It doesn’t need to be formatted, so I just use values
by itself for the aggregation function.
Now add a formula field to [Contact History]
that only shows the text from the record matching this date:
Finally, go back to the [People]
table and add one more rollup to pull in this text:
Hide all the helper fields and you’re done.
Nov 26, 2019 07:50 PM
Welcome to the community, @ Joseph_Desilets! :grinning_face_with_big_eyes:
No, but you could use a collection of rollup fields to get what you need. Here’s where I’m starting, with three contact records tied to one person:
I’m using a simple date-name formula for the primary field in the [Contact History]
table:
The first thing to add in the [People]
table is a rollup that finds the latest note date:
In the [Contact History]
table, add a rollup that pulls this value back in. It doesn’t need to be formatted, so I just use values
by itself for the aggregation function.
Now add a formula field to [Contact History]
that only shows the text from the record matching this date:
Finally, go back to the [People]
table and add one more rollup to pull in this text:
Hide all the helper fields and you’re done.