Problem
As an operations manager, I want to be able to easily see the date of the most recent task with a specific subject (Order Sent) that has been completed on a Case.
Solution
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Create a custom date field on Case (Order Sent)
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Create a rollup
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Rollup Helper Step 1) Select Case as the object to roll up to.
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Rollup Helper Step 2) Select the field on Case that you would like to update (Order Sent).
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Rollup Helper Step 3)
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Select Task as the child object with the Task.WhatId for the relationship.
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Select Due Date Only as the field to use as a source for your rollup
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Select Type: Maximum
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Create a filter
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Filter Step 1) Keep the “Limit to” 1 record.
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Filter Step 2) Keep the Sort order on Descending for Due Date Only
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Filter Step 3)
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Subject contains Order Sent
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Status equals Completed
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Save the filter
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Save and Run the rollup!