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How to set up a view to filter on the latest effective date?

Kelly Mowbray

I need to create a view that only displays the latest DSE Assessment the Employee has created based on the effective date on the document.  The view contains all Employees with a DSE Assessment currently show all DSE Assessments created by the Employee. 

Any ideas how I could achieve this would be greatly appreciated.

Thanks in advance

Kelly

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    The easiest way would likely be to group the view by Employee and then add the effective date as a column. You can then sort by the effective date to find the latest assessment for each Employee.

    If you want to see all the latest assessments in one view this likely requires some modification on the objects. For instance, the latest assessment could have a property "Is latest = Yes" which you can then use in your view filter and all the previous assessments would have "Is latest = No". It may be worth reaching out to your M-Files representative if you need help setting this up in an automatic way.

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  • 0

    The easiest way would likely be to group the view by Employee and then add the effective date as a column. You can then sort by the effective date to find the latest assessment for each Employee.

    If you want to see all the latest assessments in one view this likely requires some modification on the objects. For instance, the latest assessment could have a property "Is latest = Yes" which you can then use in your view filter and all the previous assessments would have "Is latest = No". It may be worth reaching out to your M-Files representative if you need help setting this up in an automatic way.

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