How do I access fields of related records in a one-to-many link in Workflow Formula?

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  • happyfriday
    Junior Member
    • Jun 2025
    • 13

    #1

    How do I access fields of related records in a one-to-many link in Workflow Formula?

    Hi everyone,

    I have a custom entity called Progress Report that has a many-to-one relationship to Project Task.

    So on Project Task, there’s a one-to-many linkMultiple field called cProgressReports.

    I want to write a Workflow Formula on Project Task that gets fields from these related Progress Reports, for example dateCreated, and if possible i want to get the dateCreated of the most recently created Progress Report.

    But I can’t figure out the correct syntax to access fields on the related Progress Report records.

    Here is the setup:
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    Anyone experienced with this?

    Thanks
  • happyfriday
    Junior Member
    • Jun 2025
    • 13

    #2
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