Thanks for the quick response, Mark! That seems to work!! I was over complicating it to say the least.
Mark,
Had yet another question if you don't mind? We have a process where our employees need to be fit tested for a respirator mask to ensure a snug fit. This testing is required annually to ensure their mask type still fits as expected due to some factors like weight gain/loss, facial hair as examples. I have created 2 fields that would show on a report how many numbers of passed fit tests they've had, then another to show the most recent record ID should they have many since it is an annual process of being re-tested.
1st field - checks for the number of passed fit tests an individual has
2nd field - checks for the max/most recent fit test record
Now the question is, I have a pipeline that would send email notification to employees letting them know their mask fit testing is going to expire in 60 days, 30 days, 14 days, 7 days, then when it's expired. It does seem to work fine with the current step settings of the Pipeline, however there were a few instances where it evaluated all past fit test records, and not necessarily the most recent one, which is what I want. Any suggestions on how to leverage one of the fields in the Pipeline as additional filtering criteria when searching for records? Or any other thoughts? I'm not a Pipeline expert by any means!
Hope I explained that well enough to follow along.
Thanks again!
-Scott
Qrew LegendThere is more than one way to do this, but one way is to lookup that Max Record ID field down back into fit tests.
then make a formula checkbox called [Most Recent Fit test?] to flag where the the Record ID =[Max Record ID]
Then use that checkbox field to filter the Pipeline search.
