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Table View of parent records for which detail records have changed
Here is a tricky request from one of my clients.
They would like to display on a table's dashboard (say a table called PARENTS) not only the PARENTS records recently changed (that's easy to do) but any PARENTS records that have detail table records that have changed.
The PARENTS table is related to 9 detail tables (say CHILD1...CHILD9).
When any record in any of the detail tables (CHILD1...CHILD9) is modified (during the specified period, say last 3 days), the corresponding master record in the table PARENTS should be listed in a table view on the PARENTS dashboard.

Any ideas if this might be possible? Would a JS script achieve the result?

Luison Lassala
Date Created
10/20/2021 5:10:03 AM
Date Updated
10/26/2021 7:28:40 AM
Andrew Winters 10/20/2021 6:19:04 AM
In the parent table, create a summary column for each child table that looks at the number of records in that child table, and filters them by the Last Modified column. Use a filter of modified within 72 hours, or whatever time frame you want. Then create a checkbox column in the parent table that triggers "yes" if any of your child summary columns have a number greater than 0.
Luison Lassala 10/20/2021 6:42:47 AM
Thank you, Andrew.
I assumed you meant a "checkbox formula column" - it works perfectly: such a simple solution!
basenine 10/20/2021 7:01:15 AM
I would
Create a [date] field in the parent table
Create a workflow rule and action for each of the child tables
Each action will update the [date] in the parent table to today() when there is a change in any of the child records
Create a view which filters the parent table records by the [date] field (show records for [date] plus 3 days)
Add that to the dashboard
Luison Lassala 10/25/2021 10:54:22 AM
Brett, you hit the nail on the head again! That workflow process you suggested works perfectly properly, whereas the previous solution recommended by Andrew is static and therefore not accurate enough: or at least my interpretation of his suggestion.
So thank you again, Brett!!
basenine 10/26/2021 7:28:40 AM
Pleased to hear that’s worked out for you, Luison.
Best regards
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