Formula field to get the maximum date for child record sublist and populate it on parent

AI generated answer (using internal Slack threads):

To get the maximum date for a child record sublist and populate it on the parent record, you can use a combination of a saved search and a workflow. Here's a step-by-step guide: 1. Create a saved search on the child record type that calculates the maximum date. You can do this by adding a summary type of 'Maximum' on the date field in the Results tab of the saved search. Make sure to group the results by the parent record. 2. Create a custom field on the parent record to hold the maximum date. This field should be a Date field and should be stored. 3. Create a workflow on the parent record that is triggered on view or update. This workflow should have a single Set Field Value action that sets the custom field created in step 2 to the value of the saved search created in step 1. You can reference the saved search in a formula like this:

{savedsearch.id}

. Here's a pseudo-code example of the formula you might use in the Set Field Value action:

code
{savedsearch.id}

Please replace

{savedsearch.id}

with the actual ID of your saved search. Remember to test this thoroughly in your sandbox account before deploying to production. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******