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ArchiveUser's avatar
ArchiveUser
Qrew Captain
12 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
12 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.







QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
7 years ago
Chrisophe,
If you would like one on one assistance you can contact me off line via the information on my website.
QuickBaseCoach.com

Or else I suggest that you just start working though the steps I explained and let me know where you get stuck.

I'm also  not sure if exactly what you need is exactly what I answered in this question here as you have not described your situation.