Skip to main content
Solved

Date of Last Meeting

M

I’ve been searching throughout the forums but couldn’t find the answer to this question.

I currently have an “Interactions” table where I capture the date of the interaction and link it to a contact record in the “Contacts” table. I also have a field in the Interactions table where I select the type of interaction e.g. Meeting, Phone Call, Email, Task.

What I would like to do in the “Contacts” table is create a view to capture servicing items. One of those is to capture the last date I held a meeting with a specific contact. Is there a way I could create a field in the “Contacts” table to automatically pull the last date I had a meeting with that contact from the interactions table?

I can easily pull the last interaction date with the contact using a rollup field with the formula Max(Values) but I would like to specify interactions that are of the Meeting type only so it doesn’t pull the other types such as Phone Calls, Emails etc.

Best answer by Justin_Barrett

Make a formula field in [Interactions] named something like {Mtg Dates}, using this formula (assuming {Date} is the existing date field, and {Type} is your type chooser):

IF(Type="Meeting", Date)

Only meeting dates will appear in that field, which you can then hide and roll up using the MAX(values) aggregation in your [Contacts] table. (Note: wrap “Date” in the formula above inside a DATETIME_FORMAT() function to format it as you choose.)

View original
Did this topic help you find an answer to your question?

6 replies

Justin_Barrett
Forum|alt.badge.img+5

Make a formula field in [Interactions] named something like {Mtg Dates}, using this formula (assuming {Date} is the existing date field, and {Type} is your type chooser):

IF(Type="Meeting", Date)

Only meeting dates will appear in that field, which you can then hide and roll up using the MAX(values) aggregation in your [Contacts] table. (Note: wrap “Date” in the formula above inside a DATETIME_FORMAT() function to format it as you choose.)

M
W
2 people like this
  • M
    Marco11
  • W
    W_Vann_Hall
M
  • Marco11
  • Author
  • Known Participant
  • 21 replies
  • July 4, 2019

That’s awesome. Simple and straight forward. Love it. Thanks for your help.

M
  • Marco11
  • Author
  • Known Participant
  • 21 replies
  • July 4, 2019
Justin_Barrett wrote:

Make a formula field in [Interactions] named something like {Mtg Dates}, using this formula (assuming {Date} is the existing date field, and {Type} is your type chooser):

IF(Type="Meeting", Date)

Only meeting dates will appear in that field, which you can then hide and roll up using the MAX(values) aggregation in your [Contacts] table. (Note: wrap “Date” in the formula above inside a DATETIME_FORMAT() function to format it as you choose.)


So strangely enough, the formula isn’t working. I double checked the field names and they are correct. I’m using the formula you outlined above, the field names match, but it’s resulting in a blank field/result.

I’m wondering, does it matter if the field TYPE is a single select field instead of a text field?

Justin_Barrett
Forum|alt.badge.img+5
Marco11 wrote:

So strangely enough, the formula isn’t working. I double checked the field names and they are correct. I’m using the formula you outlined above, the field names match, but it’s resulting in a blank field/result.

I’m wondering, does it matter if the field TYPE is a single select field instead of a text field?


It shouldn’t matter. When querying the value from a single select, Airtable auto-converts it into a single string. My only thought is that if your “Meeting” entry in the single select options has an errant space at the beginning or end, they won’t match (i.e. "Meeting " != “Meeting”). To work around this, you could try this alternate formula (or just remove any spaces you find):

IF(TRIM(Type)="Meeting", Date)
M
  • Marco11
  • Author
  • Known Participant
  • 21 replies
  • July 4, 2019
Justin_Barrett wrote:

It shouldn’t matter. When querying the value from a single select, Airtable auto-converts it into a single string. My only thought is that if your “Meeting” entry in the single select options has an errant space at the beginning or end, they won’t match (i.e. "Meeting " != “Meeting”). To work around this, you could try this alternate formula (or just remove any spaces you find):

IF(TRIM(Type)="Meeting", Date)

I figured it out, the field had these icons/emojis’ before the actual text of the Interaction Type. Once I removed those it all worked out. Thanks again!

Justin_Barrett
Forum|alt.badge.img+5
Marco11 wrote:

I figured it out, the field had these icons/emojis’ before the actual text of the Interaction Type. Once I removed those it all worked out. Thanks again!


FWIW, it would still work with the emojis if you included them in the comparison string in your IF() function. For example, if your meeting choice looked like this:

:clock2: Meeting

…then the IF() would look like this:

IF(Type="🕑 Meeting", Date)
M
1 person likes this
  • M
    Marco11

Reply


Most helpful members this week

Terms & Conditions