Skip to main content

Return only most recent entry in a rollup field?

A

Hello,


I’m trying to get this field to show only the most recent entry. The field is a rollup from another table, showing different kinds of interactions, so the result in the field is something like this:


call no show, followed up, etc


And I want to create a field that will return only the most recent one. I’ve tried a bunch of different things I’ve found in this forum, but nothing is working so far…


Any ideas?


Thanks!

    2 replies

    D

    Can you try something like rolling up the Created Time using MAX(values).


    Then use a Look Up field in the table you rolled up from to look this value up. Then use a formula to display the type of interaction if Created Time is the same as the rolled up maximum time…


    IF( {Created Time}={Max Time}, {Type of Interaction}, BLANK() )


    Then use a Roll Up or Look Up in the other table to get the interaction.


    (I have not tried this, but it is probably how I would attempt it)

    A
    • Aby_Sudds
    • Author
    • Participating Frequently
    • 5 replies
    • February 4, 2020
    David_Skinner wrote:

    Can you try something like rolling up the Created Time using MAX(values).


    Then use a Look Up field in the table you rolled up from to look this value up. Then use a formula to display the type of interaction if Created Time is the same as the rolled up maximum time…


    IF( {Created Time}={Max Time}, {Type of Interaction}, BLANK() )


    Then use a Roll Up or Look Up in the other table to get the interaction.


    (I have not tried this, but it is probably how I would attempt it)


    Thanks for your idea!


    I actually figured out that the reason nothing was working… was that I was trying to operate off of a lookup field instead of a rollup field. DOH!

    Reply


    Most helpful members this week

    Terms & Conditions