Is there a was to implement by calculation following logic:
Loop through all related records (or cross-refs) and check if one record has one specific field equal to a specific value.
- Let's assume a Remediation Plan is linked to more than one Finding
If one of the related Findings is Audit Related, then set the Remediation Plan as Audit Related as well
I don't know a way to "loop" through related records.
I could envisage a (dirty) workaround, by associating a calculated date field to the "audit related" field, and select 2 dates for that. If "audit related" flat is set, the date is Date1, otherwise the date is Date2.
On the Remediation Plan side, I could then maybe use the MOSTRECENTVALUE() to assess it.
Any clever clue how to achieve that?
Actually, the COUNTIF solution works to identify if the Remediation Plan is audit related or not.
But if I want to grab the value of another field of the related Findings (I expect to have only one Audit Related Finding, amongst all related Findings), I need my workaround with calculated dates (on the Finding, depending on the 'Audit Related' flag) and the MOSTRECENTVALUE() in the RP.
In any case, this solution works ONLY IF there is only one audit related Finding associated. That's why the LOOP capabilities in Archer would be so useful. Voted, thanks your link!
Well, if you are certain that you will have only 1 audit related finding, you may be able to do it over standard calculation.
However, the structural solution is A2A or Custom Object probably.