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KB-Sync1
Archer Employee
Archer Employee

Article Number

000038698


Applies To


Product(s): Archer
Version(s): All Versions
Primary Deployment: On Premises/AWS Hosted/AWS SaaS

Description


This article provides steps on how to build a calculated field to pull the most recent End Date from a list of Sub-Form records.

Below is an example on how this can be useful:
A user intends to track the most recent Item End Date for a subscription contract where each purchase would be documented in the Purchasing Sub-Form with a new Item End Date. To apply this, the End Date field will be configured to track the newest/latest Item End Date for easier visibility.

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Resolution


Follow the steps below:
1. Edit the parent field, End Date in this case, and change it to a calculated field.
2. In the Calculation Formula, use the MOSTRECENTVALUE function to check the values of the field to be tracked, Item End Date in this case, for the most recently updated value. Each time a new record is added to the Sub-Form, the calculation will pull the newest date from those records. Configure the formula as shown below:
MOSTRECENTVALUE(REF([Purchasing],[Item End Date]),REF([Purchasing],[Item End Date]))

MOSTRECENTVALUE function syntax:

MOSTRECENTVALUE(field_to_display, date_criteria_field)

 


Version history
Last update:
‎2024-09-21 06:10 AM
Updated by: