However, how do you actually make this happen? This video shows you how. The use case is that I want to load the status field (red, yellow, or green) from my two most recent EBR activities. I have created two fields on the company object - one for the most recent EBR status and one for the second most recent EBR status. Here's how I made it work.
Solved
How to identify sequential records (in this case, Timeline activities) in the Rules Engine
+5It's a fairly common use case to need to identify the two (or three, four, five, etc...) most recent data records in the rules engine to then take action on said data.
However, how do you actually make this happen? This video shows you how. The use case is that I want to load the status field (red, yellow, or green) from my two most recent EBR activities. I have created two fields on the company object - one for the most recent EBR status and one for the second most recent EBR status. Here's how I made it work.
However, how do you actually make this happen? This video shows you how. The use case is that I want to load the status field (red, yellow, or green) from my two most recent EBR activities. I have created two fields on the company object - one for the most recent EBR status and one for the second most recent EBR status. Here's how I made it work.
Best answer by jitin_mehndiratta
Spencer,
It is great to see you were able to achieve it via Rules. It is always good to post ideas which can benefit other users who might be facing the same problem and looking for solutions.
Thank you so much.
Jitin
It is great to see you were able to achieve it via Rules. It is always good to post ideas which can benefit other users who might be facing the same problem and looking for solutions.
Thank you so much.
Jitin
Spencer,
It is great to see you were able to achieve it via Rules. It is always good to post ideas which can benefit other users who might be facing the same problem and looking for solutions.
Thank you so much.
Jitin
It is great to see you were able to achieve it via Rules. It is always good to post ideas which can benefit other users who might be facing the same problem and looking for solutions.
Thank you so much.
Jitin
+3Hi Spencer,
Thanks a lot for sharing this information. It’s really helpful.
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