I currently have a workflow running that is copying a contact property over to a company property.
It is working as designed, however, I’m struggling with backfilling historical information on companies where multiple contacts associated.
Here’s the workflow currently set up;
When multiple contacts are associated, it is picking the date at random, and not updating with the most recent “Employer Notified Date”. Ex;
John’s property is 3/21/21
McKensie’s property is 4/25/19
Sandra’s property is 11/17/23
Stanley’s property is 7/22/17
Since the workflow doesn’t run in any particular, the date is stamped with one of those four dates, vs the most recent date of 11/17/23 (from Sandra’s property). See here;
Is there any way to ensure that recency is taken into account here? I can’t figure it out for the life of me.
FWIW; moving forward, since it overwrites data, I am having it work on recency - this is just for historical data we already have in the system. All our previous data was mass uploaded via an API on the same date, so created date is something we can’t go by.
