I'm trying to create a formula field on a parent object that will retrieve a field from the latest record in a child related list (without apex if possible). The related list is from a lookup field not a master-detail. The parent is a custom object (Sample Orders) and the child is a Docusign Status object.
Is there a way to get a field value from the last created/updated Docusign Status record in a formula field on the Sample Orders object? Again, without apex if possible.
Thanks in advance.
Best Answer
You can achieve this without
Apex
by usingProcess Builder
onDocuSign Status
.Filters: You would want to filter that the
DocuSign Status
corresponds toSample Order
as follows:Sample Order
Id. For example, if it were toAccount
you would use a filter value of 001.Action: You can then set the field you want on
Sample Order
from theDocuSign Status
.