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MichaelJ
 
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Default Newbie: Field add to show last date - 08-14-2005 , 09:08 PM






Hi all. I run a service business and have a portal setup (which I do
not totally understand) to enter service call data, (date and service
details) I'm trying to setup a field or something to show the last
service date so I can create a report to show those overdue for
service. If I set up a field to show the date field from the portal it
always show the first date I entered for service, not the last date
entered, no matter how I sort the date field. Does this description
make any sense? Simple problem or do I need hands-on help?

Thanks a lot,

Mike


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Matt Wills
 
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Default Re: Newbie: Field add to show last date - 08-15-2005 , 05:18 AM






MichaelJ wrote:

Quote:
Hi all. I run a service business and have a portal setup (which I do
not totally understand) to enter service call data, (date and service
details) I'm trying to setup a field or something to show the last
service date so I can create a report to show those overdue for
service. If I set up a field to show the date field from the portal it
always show the first date I entered for service, not the last date
entered, no matter how I sort the date field. Does this description
make any sense? Simple problem or do I need hands-on help?

Thanks a lot,

Mike
I have a similar situation in which I need to know the date of the last
order written for a given customer.

In addition to an ID which relates it to the customer, each order record
has an Order Date field and a calculation field: Last Order = Max ( Order
Date ). These all feed a separate occurrence of the Orders table, in which
the IDs match AND the Creation Date matches the Last Order date.

Because the Last Order Date will change (there will always be subsequent
orders), the Last Order calculation has to be set to not store the
calculation results (recalculate when needed).

Matt


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Shadenfroh
 
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Default Re: Newbie: Field add to show last date - 08-15-2005 , 03:24 PM



If you sort the relationship in Define Databases, Relationships (as opposed
to sorting the portal), then simply referencing the related date field will
show the first date in that sort order.

The other way is to define a calculation field equal to "max (
ServiceCalls:ate )". This will always show the latest date found via that
relationship, regardless of where it falls in the sort order. (Incidentally,
you can't store that calc, anyway, as it uses related data.)

--

Shadenfroh
shadenfroh (AT) yahoo (DOT) com

"MichaelJ" <mjmpiano (AT) gmail (DOT) com> wrote

Quote:
Hi all. I run a service business and have a portal setup (which I do
not totally understand) to enter service call data, (date and service
details) I'm trying to setup a field or something to show the last
service date so I can create a report to show those overdue for
service. If I set up a field to show the date field from the portal it
always show the first date I entered for service, not the last date
entered, no matter how I sort the date field. Does this description
make any sense? Simple problem or do I need hands-on help?

Thanks a lot,

Mike




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