How to Display Latest Case Updates Dynamically in an Interface

Certified Associate Developer

I’m working on an interface where I need to display the latest update for each case dynamically. Here’s the setup:

  1. Data Source:

    • A record type (HistoryCase) that logs all movements for cases.
    • Another record type (CASE) storing the status of each case.
  2. Goal:

    • Show the latest "Update" (LogText = 'Updated') for each case on a dashboard.
    • Exclude cases where the status is "Close."
    • Add filters for a specific date range (e.g., 2024-11-01 to 2024-11-30).
  3. Challenges:

    • How can I efficiently query and display this data in an interface, ensuring performance for large datasets?
    • What’s the best UI design pattern to display the results dynamically as the user applies filters?

I’d love your suggestions on:

  • How to structure the query for this use case.
  • Best practices for designing an interface that’s user-friendly and responsive.

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