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theomantheoman 

Field update based on MAX formula field?

This involves two custom objects and the end dates of Contracts entered into the system. The purpose is to have the most currently specified end date reflected in the Contracts field. That end date might be stipulated in an amendment to the Contract. There can be multiple amendments for each Contract. 

 

The two objects are:

 

  • Contracts (Master) (this is a custom object, not the CRM standard object)
  • Amendments (Children)

Relevant fields:

Amendment: End_date

Contracts: Current_end_date (this is a fornula field drawn from the End_Date of the most recently created Amendment. This End Date might not be MAX rollup summary -- it might be EARLIER than end date of a previous Amendment. 

 

Looking either for a formula field or a workflow field update solution.

 

Thanks in advance.

 

 

Neha LundNeha Lund

Minimum roll up summary should work..
SamReadySamReady

Is the end date always going to reflect the most recently inserted amendment? If so, a workflow to update the field on the parent with the end date of the amendment on insert seems like it would do the trick...
theomantheoman

I'm having trouble creating a formula in the Master that refernces the date field from the Child.