Forum Discussion
QuickBaseCoachD
9 years agoQrew Captain
i guess that Matthew is doing real work and not on the forum. i should be too. :)
I would do this.
Summarize the Maximum Activity date up to the opportunity.
Look that up down to the activities.
Summarize the maximum [Record ID#] where the [Activity date] is equal to the value in the field [maximum activity date]. call is [Record ID# of most Recent activity]
Great, now the Opportunity knows the record ID that has the info it wants.
Now do a reverse relationship where 1 Activity has many Opportunities. On the right hand side, select the field called [Record ID# of most Recent activity].
Then add a lookup field for any of that child records data that you want to float, such as the Activity Name or the [Activity Comments]
I would do this.
Summarize the Maximum Activity date up to the opportunity.
Look that up down to the activities.
Summarize the maximum [Record ID#] where the [Activity date] is equal to the value in the field [maximum activity date]. call is [Record ID# of most Recent activity]
Great, now the Opportunity knows the record ID that has the info it wants.
Now do a reverse relationship where 1 Activity has many Opportunities. On the right hand side, select the field called [Record ID# of most Recent activity].
Then add a lookup field for any of that child records data that you want to float, such as the Activity Name or the [Activity Comments]