Export Showing Most Recent Solicitor

Brian Davies

Hi All,


I am working on an export to show most recent solicitor assignments and I am having diffuculty pulling th most recent solicitor. Here is the deal:

I want to pull the solicitor type of "Primary Relationship Manager"

Date from is the date origonally assigned

Date to is left blank.


In Export I pull assigned Solicitors with the criteria to select 1 solicitor and order by Date To Decending. I would expect this to give me the most recently assigned solicitor, but it is not. Just for fun I have been gone with order by: Import ID, System Record ID, ID, Etc and toggling between Ascending or Descending. Each time I get the same result, listing the earliest solicitor first.


I know I can do a work around by listing more solicitors in the export then removing the old solicitors. i would prefer to avoid doing this. i also know I have used this function in the past with no issues. I guess I am trying to determine if I am missing something or if RE is being buggy.


Running version 7.95.6283.0

Alan French

Unfortunately I don't think it's a bug, RE is "working as designed". What it's doing is selecting the solicitors (one, in your case) and then sorting that list into order, which is why you're getting the same result every time: the earliest solicitor has already been chosen before the sorting comes into effect.

Christine Cooke 2

Alan French:

Unfortunately I don't think it's a bug, RE is "working as designed". What it's doing is selecting the solicitors (one, in your case) and then sorting that list into order, which is why you're getting the same result every time: the earliest solicitor has already been chosen before the sorting comes into effect.

And this would be why I assign solicitors by the FY.  That way from year to year I can pull the most recent and/or current solicitor(s).  It's easy enough, if there are no changes in assignments,it is just another housekeeping task at the end/beginning of the FY to do a global add for the new FY and use the From and To date for the new FY.

Brian Davies

Alan: Thanks that makes sense I assumed that sorting by assending or decending looked at all availible then grabbed the record that best matched.


Christine: Sometimes I like to be able to show how long someone has been working with their assignments. Your solution fixes one problem then creates another. :-( One organization I worked at put in an arbitrary end date of 12/31/2050 for all assignments. Then you can querry off of that date. That might be my best solution...