Problem
You have a Parent Table (e.g., Property)
and a Child Table (e.g., Work Orders, Leases, or Permits).
Each parent can have multiple children.
You want to show one specific child’s value (like the latest date or most recent status) directly in the parent view.
Knack doesn’t allow this natively because rollups aggregate (SUM, COUNT, AVG) but not conditional selection (like “show max date record only”).
Solution — Conditional “Max FX” Filter Method
Concept:
Use a Max Formula Field + Conditional Filter to isolate the latest (or specific) record from the child table and display it on the parent.
Why It Works
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The Max FX rollup identifies the latest record mathematically.
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The conditional flag lets you isolate only that record on the child table.
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Once flagged, you can use filters or connected record rules to display that single matching child on the parent page.