On our Accounts, we have a related list to test scores (custom object) that "expire" after five years. I am trying to use a roll-up summary to display the best test score within the past 5 years.
- Use a criteria of
Date Taken equals Last 5 Yearsand
Date Taken equals Last 1827 Days, similar to what is possible on reports, but the criteria fields do not accept relative dates like that.
- Create an "Is Within Last 5 Years" formula field on the custom object, but the field was not available for filtering. Some searching led me to this idea, which asks for filtering roll-up summaries based on formulas.
Is there anyway to only show the MAX test score within the past five years?