Skip to main content
Topics#Data ManagementErin Wolfe's Question
Erin Wolfe (Dragos) asked in #Data Management
May 18, 2021, 10:24 PM

Formula to pull date field on related custom object

I am trying to create a formula field on my Account object. I have a custom object - Account Visit that is connected through a Master Detail relationship. Each account can have multiple account visits. I am trying to get a forumla that looks at all the related account visit records and pulls the most recent date from the field "Date of Visit". Can someone help? Thanks :) 
2 answers
  1. Subhani Pothakamuri (Onshape, a PTC Technology)
    May 18, 2021, 11:05 PM
    Hi Erin,

     

    As you mentioned the object relationship is master-detail, you can create a roll-up summary field to achieve your requirement. Please check the below screenshot on how to select the roll-up summary as per your requirement.

     

    1. Go to Account object

     

    2. Select Roll up summary as field type

     

    3. Give the field name and click on next which takes you to the below screen shot.

     

    Hi Erin, As you mentioned the object relationship is master-detail, you can create a roll-up summary field to achieve your requirement.

     

    4. Make sure the select the object as Account Visits( in your use case) ad Roll up Type as Max of Date visit.

     

     
Write an answer...
0/9000