Forum Discussion

ArchiveUser's avatar
ArchiveUser
Qrew Captain
11 years ago

compare dates to find latest and lookup another field in that record

I am having a hard time figuring this one out. Our CRM app has a table called Opportunities, with a relationship to a sub table called Last Actions. Each opportunity has many last actions. In the ...
Formulas and functions
Relationships
reports and charts
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
11 years ago
Ah a classic reverse relationship quiz.

1. Summary field on relationships of the maximum of the [date modified] - call it [date/time of last action]


2. Lookup [date/time of last action] down to Last Actions.

3. Summary field of max [record id#] where [date modified] = [date/time of last action]. Call it [Record ID# of last Action]

4. New "reverse relationship" where One Last action has many Opportunities. and for the reference field on the right side use the field [Record ID# of last Action].

5. "Lookup" the last action text from the backwards parent last action record down to the Opportunities record.







ChristopheVerho's avatar
ChristopheVerho
Qrew Trainee
7 years ago
This seems like the solution i am looking for, but it's still a bit too confusing to put into practice. Can you try to explain it a bit more detailed for someone who is not very familiar with the terms and with relationships.