Hello! First, my most sincere thanks for the time taken to read/think/propose any solution.
I have a table that is connected to Salesforce.com. The information to bring from a Salesforce.com "Opportunity" into QB are products. One opportunity can have N amount of products.
The connected table holds all the products and one of the fields (not key field) is the Opportunity ID#. Therefore, in QB table it can have :
Record Id# 222, Opportunity ID: 123, product name: Server Ship date: 12/31/2014
Record Id# 289, Opportunity ID: 123, product name: Monitors Ship date: 04/22/2015
Record Id# 443, Opportunity ID: 123. product name: Keyboards Ship date: 02/14/2015
I need to go through all records in this connected table and check for Opportunity ID: 123 and select the earliest ship date and also the latest ship date.
Preferably a date formula field for each Record Id# that search the table itself to find matching Opportunity ID and then compare the Ship dates and bring the earliest or latest ship date.
Is this possible? Can this done via relationship by creating another table and do lookup or summary?