Using Functions Across Tables

[Joe_Ambrose]

Hello,

I am trying to identify the most recent meeting with a Contact. The key information is stored in the Activities table except for the Contact & Account which is linked from the Contacts table.

I’ve been trying to use a Max date function and could use some advice:

Table and Field:
Contacts in Contact & Account
Activity Completed
Activity Mode
Activity Contact & Account (linked to Contact Table)

I’m looking for assistance with the function I have written:
max(Activity!Completed, Activity!Mode,“Meeting”, Activity!{Contact & Account},{Contact & Account})

Any suggestions?

[Joe_Ambrose]

Interesting, thank you Kamille.

I followed the steps, but, the only values returned is ‘0’ for every record.

As I need the most recent date returned for meetings on each {Contact & Account} , it seems like I need to associate a meeting date with the {IfMeeting} field. Can an If statement be nested into a Max(value) formula?

[Kamille_Parks]

Oh wow, I’m sorry. {IfMeeting}'s formula should be IF({Mode}="Meeting", {whatever your date field in that table is called})
Then I believe the rollup should work.

[Joe_Ambrose]

Thank you again.

This worked well