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Tim S can I summarise records in the same object?
Hello,
I have a single Custom Object which contains two record types: Club and Member. Members belong to clubs and are linked by a Lookup that references the Club record type. The reason why I do it this way instead of the more usual Master-Detail is that we need to deal with reports and communications that go to both. So we don't want them in separate Objects.
I want to be able to store the numbers of members in each club at the start of each month, for historical records. If I had the counts in a field in the Club Record Type I could use a time trigger and a field update to store the counts in a "History" object, so I need a field (formula or summary) that holds the count.
I can't see a way to do this, using the available formula and summary options and I am wondering if anyone can suggest a solution.
Thanks
Tim
I have a single Custom Object which contains two record types: Club and Member. Members belong to clubs and are linked by a Lookup that references the Club record type. The reason why I do it this way instead of the more usual Master-Detail is that we need to deal with reports and communications that go to both. So we don't want them in separate Objects.
I want to be able to store the numbers of members in each club at the start of each month, for historical records. If I had the counts in a field in the Club Record Type I could use a time trigger and a field update to store the counts in a "History" object, so I need a field (formula or summary) that holds the count.
I can't see a way to do this, using the available formula and summary options and I am wondering if anyone can suggest a solution.
Thanks
Tim
Mathew Andresen 5I can't think of a way to do this using forumula's (not without using master detail of course). Forumula's aren't meant to view other records. This should be pretty easy to do with a trigger.
Manuel Jiménez GonzálezMaybe you can use reporting snapshot?