I'm going to be honest and say I didn't understand any of that. Never even heard of a "snapshot" function.
Let me explain a bit more of what I'm trying to accomplish. I have a parent record called "Opportunities." This is representative of a sale for us. We manufacture and install these jobs, so I am trying to create a linked system where I can simultaneously create a calendar entry for the shop to manufacture, and the scheduled date of install. It would be related like this:
Install date (ex: 3/1/2020)
Shop production date (2/28/2020)
If for some reason the install date were to change, I'd want the shop date to change automatically in relation to that, which I imagined would be a simple formula. Relationships are like this:
Opportunities < Installations
Opportunities <Productions
My thought was to have a date field under opportunities that could filter down to all child records. I called this field "Scheduled Start date." The issue I'm running into is that although I can share this field with the child records, I want the "installation" record to be able to control this date. I'll then create a formula date field under "productions" that's based on the "scheduled start date" minus a certain # of days.
Ideally, I'd create a "trip date" field under installations, and have "opportunities/scheduled start date" match that automatically. Then, when I changed the trip date, "scheduled start date" would change as well, and my other formula date fields would recalculate based on that field. Perhaps there's a better way to achieve this, but this was what I came up with as I'm planning it out.
------------------------------
Thanks,
Chris Newsome
------------------------------
