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amrutha kommuri
Update field on Parent Record based on child records
Hi All,
I have a Parent ( Contact) and Child ( Program Enrollment). A child can have multiple program Enrollments and each Program Enrollment has a different Program Start Date. I want to Display the oldest Program Start Date on the Contact Object.
Please suggest me how can I achieve this.
Thank you for your time and help!
Best,
Amrutha
I have a Parent ( Contact) and Child ( Program Enrollment). A child can have multiple program Enrollments and each Program Enrollment has a different Program Start Date. I want to Display the oldest Program Start Date on the Contact Object.
Please suggest me how can I achieve this.
Thank you for your time and help!
Best,
Amrutha
Create a date field and update it with workflow using the same formula in formula field.
Make rollup summarry on this new filed.
Thanks
Anil.B
All Answers
What is the relation ship between contact and program ,lookup or master detail?
If it is lookup you need to write a trigger or process builder.
if its a master detail you can use rollup summary choosing MIN value on date field.
Go through this link for rollup summary on date field :-https://success.salesforce.com/answers?id=90630000000h8srAAA
Thanks
Anil.B
It is a master-detail relationship but the field on the child object is a formula(Date) field and it wouldn't show up in the fields to choose.
Create a date field and update it with workflow using the same formula in formula field.
Make rollup summarry on this new filed.
Thanks
Anil.B