3 Replies Latest reply on Jun 19, 2017 11:12 AM by Jason Terrell

    Smart Lists filters and one-to-many custom objects question

    Jason Terrell

      We have a custom object which has history data for each lead.  I've got a filter set to exclude the custom records where some field is not in a list of items.

       

      But I'm seeing results which include the other custom records for the same lead.

       

      Example:  John Jones has 2 history records.  One of them has a "last sold" date of last week.  The other has a "last sold" date of 6 months ago. (made up fields for explaining).

       

      My smart list includes anything that has a last sold date before 90 days.

       

      John Jones shouldn't come up, because he was last sold last week, but he is because one of his history records is 6 months ago.

       

      Is there a fix for this?  I guess what I'm looking for is an "Exclude" filter instead of an "Include" filter.

       

      Alternatively, is there a way to have the smart filter just use the last (or first) history record?

       

      Message was edited by: Jason Terrell