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Filter data for most recent record at the relationship level

  • February 20, 2024
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Anyone know if it is possible to filter by the most recent record at the relationship level? For example:

 

In the above join between the Customer and the CRActivity tables, is it possible to add a condition in the active relations to limit to the most recent record? I’m trying to get the last activity date, and I know I can group the records by the Customer ID and set the Aggregate Function to MAX on the results grid to display the last activity date, but that is causing some other unwanted issues with other calculated fields.

Best answer by darylbowman

How to get the last sales price and qty using GI?

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darylbowman
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  • January 21, 2025

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