I have a table that is driven by due dates and would like to tack / capture the number of lates in a report or table. does anyone have any suggestions on best practices and how i might auto generate t...
I have something like this setup now and what i would like to capture is the history of lates... sorry, i dont think i spelled that out very well in my description.
How would you like to see the history? How far back do you want it to go? Are you wanting this info on the record itself(ie how many times they were late) or are you wanting to have these "late records" saved in another table somewhere, so you can associate them back to the related record and show the exact times they were late?
currently i have a separate table setup with the necessary relationships... starting on today's date, i would like any late to show up in the new table (late history) once any record shows as late. I currently have the other table setup showing the name of the form owner and the related record id (shown as a link).
As Adam said you can use an automation to copy records over there. That would be my suggestion as well. Since the records are likely not going to be modified first (to trigger a regular automation)the best solution I see would be to have the automation run every day on a schedule and copy records that are late as of that day([due date] before Today). You can even just do a few fields so keep it easy to read. Since it will be related back to the original record all you would really need is the due date, the record id of the record to be turned into the "related record" and whatever else you want to show.
Does that make sense? Sorry I would have replied earlier but I got caught up in something.