[cadamson]

I know I'm just overlooking something dumb, but I can't seem to get this to work.

I have a custom record, called NPS Score. This record has three fields: Customer (which indicates the parent), Score, and Date. I want to have a custom field on the Customer record which displays the most recent NPS Score value.

I read the article on creating summary search custom fields. I created an NPS Score search which has no criteria, a single result of Score (Max) as Ordered by Date, with an available filter on Customer. The search runs just fine and I can see the most recent score for the customer selected in the filter. I created a custom field on the Customer. Value is not stored. The search is referenced. The field is the same type as the score field on the NPS Score record.

The value of the field when I load a customer is blank. My best guess is that I need to apply a Compare To field so that I can limit the NPS Score records to just the ones for that particular Customer. Guess what's not an option in the Compare To field dropdown? Customer, entity, name, or anything else I can think of that would hold that info. I tried Company but that doesn't seem to work.

What am I missing?!
This is a cached copy. Click here to see the original post.

[JCirocco]

I sometimes have to use the Customer Internal ID as the filter to get things like this to work. If you join to the Customer record in your search and use the Customer Fields… Internal ID as your filter it may just work.

[markluu]

Hi cadamson,

It seems you are on the right track. I did something very similar to you and it seems to be working as expected.

Here is what I have;

Custom Record Type:Field: Customer – type: list/record of Customer, record is parent
Field: Date – type: date
Field: Score – type: Decimal
Custom Field:Label: NPS Score
Type: Decimal Number
Store Value: False
Validation & Defaulting: Search: [Use the search below]
Saved SearchType: NPS Score
Results:Field: Score
Summary Type: Maximum
When Ordered By Field: Date

Available Filters:Customer

I don't think you need the compare to as the above already works for me.

Hope this helps

[cadamson]

Got it! I needed to both keep the filter blank on the field defaulting settings AND set the filter on the saved search to not show in filter area. Thanks all.

[Author]

Posts