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Thanks so much, Laura!

I like your idea to simplify, but I think your way would rely on cases always being entered chronologically in terms of when they happened, and therefore Record IDs always being in order from smallest (earliest date) to largest (latest date). Unfortunately, we can't rely on that -- we sometimes find out about cases months after they happened, which is why I built it on Date rather than Record ID#. 

I'm not seeing how your summary field for the first case after receiving advice is different from mine, other than being based on Record ID#. For some reason, summarizing by the minimum [Date of Case] when [Date of Case] is after the date in the field [Date of Teaching Advice] is not working. 

I did not know about the new Summary Combined Text Field! That's very interesting, and could be really helpful. I'll play around with it and see how I can use it.  

Thanks again!