I cant figure out how to copy a date from a custom child record (or even a transaction) to it's parent, a customer record. trying to populate a date when a survey is sent so I can use the date to stagger the survey sending. the custom record parent/child relationship is set up but since I'm sending the survey from the transaction level, i can't seem to get that date back on the customer level. any ideas?

You'll have to do a script for that.

hah thanks yea I was picturing a complex as hell saved search being the only non-script option

probably something like

case when max({field} = max({record.field}) then 1 else 0 end

in a summary criteria. combined with a record.field test to make sure that the date is today - and then push it to the customer that way.

just for reference it ended up being a bit easier. i just used saved search to get max "date" of all the customer tranasctions,and send that value to formula field on the customer, and then used the workflow stored value trick to then store that value in a 2nd field