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How to calculate the latest date from a related object, if new record values get created?
Hi,
I have Contract object, and Payments as the related onject on it. In Payment, i have the amount and the paid dates. New records keep getting on in this once a payment been made.
I want that in contract , i have a field " latest paid" where only the latest paid amount will get reflected. May i know how to do this.
I tried creating a PB in Payment object, with criteria as when status is Paid, But in action i am not able to know how to goahead with the formula as i am not comparing with any date fields, can anybody suggest plz.
I have Contract object, and Payments as the related onject on it. In Payment, i have the amount and the paid dates. New records keep getting on in this once a payment been made.
I want that in contract , i have a field " latest paid" where only the latest paid amount will get reflected. May i know how to do this.
I tried creating a PB in Payment object, with criteria as when status is Paid, But in action i am not able to know how to goahead with the formula as i am not comparing with any date fields, can anybody suggest plz.
You can get this done using a process builder. Please setup a process builder on payments object with criteria - when a new record is created.
Next select field update action on Contract object followed by selecting the field where you want to update and in formula just place the paid_date__c field (Please make sure that correct API names are used for fields )
All Answers
You can get this done using a process builder. Please setup a process builder on payments object with criteria - when a new record is created.
Next select field update action on Contract object followed by selecting the field where you want to update and in formula just place the paid_date__c field (Please make sure that correct API names are used for fields )