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LauraThacker's avatar
LauraThacker
Qrew Captain
5 years ago

Re: Displaying most recent and next upcoming record

I replicated your two date summary fields and got results on both ends; so a possible reason why step 5 is returning en empty result is if the Case is not actually connected to the Training Advice.




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Laura Thacker (IDS)
laura@intelligentdbs.com
(626) 771 0454
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2 Replies

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  • LauraMcFeely's avatar
    LauraMcFeely
    Qrew Cadet
    5 years ago
    Hi Laura, 

    Thanks so much for taking the time to test this out, and for helping me think this through. After a good night's sleep, I realized that you're right, of course: I need to connect the cases to the training advice, which is the crucial thing. After thinking about this, I think that the complication of connecting them is ultimately not worth the slight increase in convenience. 

    So I'm sorry for wasting your time, but I appreciate that you helped me figure out why it's not worth it!
    Laura
    • LauraThacker's avatar
      LauraThacker
      Qrew Captain
      5 years ago
      I must assume that your Training Advice and Cases are both connected to a "higher" table somewhere.  If they are both connected to the same "higher" table; then you could possibly do the following.

      Summarize to the higher-table the Record ID# of "latest" Training Advice record when it is created
      Use an automation to find all Cases which are not already assigned to a Training Advice, and assign them to the latest Training Advice record which has been summarized to the higher table and added as a Lookup field into the Cases table (Latest Training Advice RID).  This would keep the cycle of connections going without having to manually associate a Case to the Training Advice.

      Just food for thought.  Don't give up on a good idea just because it "seems" like too much effort.  Automations have really had a major impact on how applications can improve daily user life.

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      Laura Thacker (IDS)
      laura@intelligentdbs.com
      (626) 771 0454
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