date of last meeting field

Hi Amy,

You can achieve this functionality by creating a few calculated fields via Studio. 

Meetings Module

1. Go to Admin > Studio > Meetings > Fields > Add Field
2. Create a custom date field (e.g. meeting_held_date_c) with the following formula in the 'Calculated Value' section: 
   

   date(ifElse(equal($status,"Held"),$date_start,""))

   This formula checks to see if the status is held, and if so, inherits the start date of the meeting.

3. (Optional) Add the field to the Meetings record view layout

Accounts Module

1. Go to Admin > Studio > Accounts > Fields > Add Field
2. Create a custom date field with the following formula in the 'Calculated Value' section:
   

   maxRelatedDate($meetings,"meeting_held_date_c")

   This formula reviews all related meetings to the account to return the highest date value in the previously created custom field.

3. (Optional) Add the field to the Accounts record view layout

Once both fields are created, any meetings saved will populate the custom field if their status is held. Similarly, any accounts saved will populate the highest related date from the custom field. 

Any pre-existing records will be empty. To remedy that issue, you will need to perform 1 of the following operations on the existing leads:

1. Individually save the necessary meetings and then the related accounts
2. Run a 'Recalculate Values' operation from the Meetings list view on the desired records and then again on the Accounts list view

I hope this helps!

Hi Amy,

You can achieve this functionality by creating a few calculated fields via Studio. 

Meetings Module

1. Go to Admin > Studio > Meetings > Fields > Add Field
2. Create a custom date field (e.g. meeting_held_date_c) with the following formula in the 'Calculated Value' section: 
   

   date(ifElse(equal($status,"Held"),$date_start,""))

   This formula checks to see if the status is held, and if so, inherits the start date of the meeting.

3. (Optional) Add the field to the Meetings record view layout

Accounts Module

1. Go to Admin > Studio > Accounts > Fields > Add Field
2. Create a custom date field with the following formula in the 'Calculated Value' section:
   

   maxRelatedDate($meetings,"meeting_held_date_c")

   This formula reviews all related meetings to the account to return the highest date value in the previously created custom field.

3. (Optional) Add the field to the Accounts record view layout

Once both fields are created, any meetings saved will populate the custom field if their status is held. Similarly, any accounts saved will populate the highest related date from the custom field. 

Any pre-existing records will be empty. To remedy that issue, you will need to perform 1 of the following operations on the existing leads:

1. Individually save the necessary meetings and then the related accounts
2. Run a 'Recalculate Values' operation from the Meetings list view on the desired records and then again on the Accounts list view

I hope this helps!

hi Chris Raffle
Is there a way to only use one custom field on Accounts module by using

maxRelatedDate($meetings,"date_end")

and include the

ifElse(equal($status,"Held")

within that as well?

hi Chris Raffle
Do you know of how to get the opposite, in other words instead of
maxRelatedDate get minRelatedDate

an example would be to calculate the earliest Opportunity Closed Won date for each customer.

Hey Chris,

Is there a way to find the related record with the highest date value and then copy fields from that record? For example, I would like to copy the Sales Stage of the most recently created related Opportunity.

Thanks!