I have a parent object with children. The children all have an Effective Date, an “Active” checkbox and a Rate. I’d like to show the Rate from the latest child where the checkbox is True. This involves two criteria; it must be the Max WHERE Active = True. This can’t be done with standard rollup fields since it can only rollup the Max, but can’t also show the rate. I attempted to accomplish this by putting a rollup on the parent which shows the Max Effective Date where the checkbox is true, and then using Child Relationships with a condition of the Effective Date of the child is equal to the rollup on the parent. I got no results however. Any ideas?
I think there is an easier way. I’m going to try to show Accounts with the most recent Opportunities that had status “closed won”. I think that matches your use case…
When you build the model for your parent object, in the fields panel there will be a “Child Relationships” section where you can select first the child object, and then the fields from that object that should be included.
When you select Opportunities - find that entry in the field list (notice the different icon) and you can do three different things here.
- Choose what fields from the child object you want to retrieve.
- Set a Condition on this child object (for me it was "Stage = “ClosedWon”)
- In Properties order by Closed date (desc) and limit query to retrieve only one record.
Drag the Child Field icon into your table. This places a template component on the table which you can configure (adding mutliple fields and defining properties).
This produces a table of accounts with their most recent closed won opportunity.
Hope this helps.
That worked, thanks. Looks like I had already set that up by the time I got your response. Now, can I also apply a custom field render to the template field?