Question
How to Display Latest Case Updates Dynamically in an Interface
I’m working on an interface where I need to display the latest update for each case dynamically. Here’s the setup:
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Data Source:
- A record type (HistoryCase) that logs all movements for cases.
- Another record type (CASE) storing the status of each case.
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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).
- Show the latest "Update" (
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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.
