Quick Background: Object "Notes" is used to capture text and other fields/info about a "Client" object. The "Notes" object has a field called 'Rating Status'. The rating status can change, so there can be multiple ratings for one Client overtime. Currently a look-up relationship exists as a field on "Notes" that looks up "Clients".
OPTION 1: On the custom object "Clients" I would like to have a Field called 'Latest Rating Status' that would read the latest rating that was created using the "Notes" object.
OPTION 2 (easier/preferable): Is there a way to create a List View on the "Clients" object so that it picks-up 'Rating Status' field from the related list "Notes"?
Many thanks for reading!
Max
3 réponses
Option 1 would require a trigger.
Option 2 could easily be done (if I am understanding your setup accurately). You just need to add the notes related list to the client page layout and then click the wrench symbol to customize the fields shown. Include the Rating Status field -- and also include the Last Modified Date field and sort by that field in descending order. This way, the most recent note (and Rating Status) will be at the top of the related list.
See screenshot mockup.
