I have a need to copy the Meeting Note Name (Name) and the Meeting Date (Meeting_date__c) from the most current record in the Meeting Note Related List. I will copy these 2 fields (via formula/text) to corresponding fields on the Account.
Thanks in advance.
1 answer
Hi Debbie,
You can't use a formula field to get the name and meeting date from the most current meeting notes on the Account Object.
You need to follow the below process.
#1. Create two fields for the Recent Meeting Name and Recent Meeting Date field on the Account.
#2. Create a process builder on the Meeting Note Object (Will fire when a record is created Or updated depending upon your requirement)
#3. Check that Account Id is not null on the meeting note.
#4. Add an update record action and put the Name and Meeting Date on the Recent Meeting Name and Recent Meeting Date field on the Account.
Please let me know if you need further assistance with this.
Best Regards
Nisar Ahmed
