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Hello Salesforce community,

 

I came a cross a difficult scenario that I cannot resolve. I have a custom object, and this object has a custom field called "Grade". A grade is basically ranking of a person (similar to school grades) and the choices are A,B,C,D,F.

 

I have a report called "Watchlist" which basically looks at the object and shows names of records that have a grade of C,D or F. Usually a record starts with a grade of A or B, and then later, on a specific date, it changes to C,D, or F.

 

I have history enabled on this object, and I can see when a user changed the grade from A to C (example), but I do not know how can I create an aging report that would group records with grades C,D, F based on how long ago a user changed the grade from A,B to something else.

 

Any thoughts or helpful suggestions would be greatly appreciated!

 

Thanks,

 

Max
1 risposta
  1. 2 feb 2015, 12:20
    Personally I wouldn't do this with Field tracking as it's difficult to report on. Why not create a custom date field on the object and let a workflowrule update that field with the date everytime your grade field changes to a new value? Something like Grade Last Modified Date

     

     
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