date of last meeting field

Question

In the Accounts module I want to add a Date of last meeting field and have it auto populate. Is there a way to have it locate the last meeting held and put the date of that meeting in the field? Thanks so much

Amy Frybarger · Accepted Answer

Hi Amy , You can achieve this functionality by creating a few calculated fields via Studio. Meetings Module Go to Admin > Studio > Meetings > Fields > Add Field 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. (Optional) Add the field to the Meetings record view layout Accounts Module Go to Admin > Studio > Accounts > Fields > Add Field 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. (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: Individually save the necessary meetings and then the related accounts 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!