I am hoping one of you brilliant, more experienced administrators can help me wrap my brain around a problem. We provide group homes for autistic and mentally handicapped people. There are usually 3 clients assigned to a home and we provide 24 hour care including paying their monthly rents and utilities.
In order to assign accurate rents and utility costs for a house I need to know who was living in the home at any give time so we can allocate costs correctly. It's not complicated I just need a "move in date" and a "move out date" for each client in the home and I need to be able to look back through the whole history of the house to determine who was in the house as of a given month.
In Salesforce I have 2 objects. I have a custom object called "House" and a person account called "Client". A client is in a lookup relationship to a house. Is there a way to keep a history including a custom date (since the data entry might not happen on the date that the move occurred) when people move in and out.
This is what I have done so far.
- On the Client object I am tracking Field History on the "House" lookup field and history tracking on "Date of Transfer" field.
- In order to force both fields to change at the same time I have a pop up that requires both fields so anytime a client is assigned to a new house it records the house and the date of transfer on the Client Object.
I have tried to replicated this information on my "House" object by:
- Including a "ClientHistory" Model on my Skuid page that pulls data from "Account History".
- I then and then add a "Model Condition" to only show me "Old Value" that = Url Parameter of the House ID. and "New Value" that = URL Parameter of House ID since the House ID is listed in the account history.
Can anyone think of any other work around or sound set ups? (Thank you for reading this long post, I give you Kudos for finishing it! :))