+ Start a Discussion
MichaelWouldMichaelWould 

Formula to display a picklist value of a related object in the Master

Hi,

Can anyone tell me how to display a picklist value that is located on a related object.

We use timecards that have various stages for when working on a project.  Ideally we would like to display the last stage recorded in the last timecard on the page layout.

Like a roll up summary...

Hope that makes sense.

Many thanks in advance.

Michael
NPMNPM
Makes Sense - don't know how you can do it.  Assuming having that last stage picklist field display on the related list of the parent object (Project?) page layout and sorting the related list to display the last timecard will not work.
MichaelWouldMichaelWould
Thanks for the response.  That is what we currently do, but to see the stage the user needs to go into that individual project, because the stage is entered on the timecard. 

The need is more for customising views allowing our users to see a list of projects with relevant details such as the stage of the last timecard indicating where a particular project is up to.  Similar to how you would show a list of opportunities indicating what stage they are at.

Obviously we could simply have the stage in the parent rather than the timecard but we have invoicing reasons for having it in the timecard etc...

nicksquashnicksquash
Hi MicahelWould

Is this a master/detail relationship, or just a standard lookup relationship?

If so, then you should be able to hack a role-up summary to do this for you.

We've done a similar thing in trying to see the most recent date in child objects in a master/detail relationship.
We essentially converted the date into a number, did a role-up summary to find the largest value amongst the child object, and then converted it back into a date at the master level.

You could do a similar thing with this.
The role-up summary would then represent the stage at the Master level that you could then report on.

Nick