Hello,
I am hoping someone may be able to help me with this-
I work in social service and we have clients who are residential. There are several locations where they can live. We pull a weekly report that has the roster for each location along with some information about each client in that particular location.
Most of the information needed for the report is on the main Contact page or in the Enrollment object (and the Enrollment object is in a many to many relationship with Contact and Program).
However, there are a few other things we'd like on the report that are on other objects. One such thing is the most current Privileges level for the client. That info is in Case Management and isn't on the Enrollment or Contact object but the Contact is the master in a master-detail relationship with Case Management.
Anyway-every week, there is a new record for the client and it has the prior privileges level and the new privileges level. I'd like to somehow include in the report the most current privileges level. But because there are so many records, I'm not sure how to put this into a report. It would be nice to be able to have that level always displayed on the main Contact page as well.
The other caveat to this is that the Privileges level field is a picklist which only complicates things as far as formulas go.
Do any of you have any ideas? Also, how can I report on this if the Case Management object is not in a direct relationship with Enrollment?
Sorry this is complicated-let me know what I can clarify.
2 respuestas
Do the objects have a Master-Detail relationship? If they do you could create a custom field on the Master object and select Roll-Up Summary as the datatype and return the MAX Date from the newest child object.
Here's more info =>
https://help.salesforce.com/HTViewHelpDoc?id=fields_about_roll_up_summary_fields.htm&language=en_US
https://help.salesforce.com/HTViewHelpDoc?id=fields_defining_summary_fields.htm&language=en_US
