Can you advise please how to do the agreement's last activity report? I need to know the last activity done to an (open) agreement. If this can be done, what kind of activity can be reported on?
Thanks so much in advance,
Juhn
42 answers
You'll probably hit compile limits if you do that.
So you'll need to add one last date field, 'Most Recent Update' that is not a formula field.
Create a workflow rule, evaluate everytime a record is edited.
Put in a nonsense criteria like:
CreatedDate not equal to _____ (blank)
Field update:
Most Recent Update
Set with a formula:
If Last Modified Date>Most Recent Activity, Last Modified Date, Most Recent Activity.
