Display the Date of the Last Case Submitted by a Customer

User wants to create a custom field that displays the date of the last case submitted by the customer.

A. Create a saved search to pull the date of the last case submitted.

1. Navigate to Lists > Search > Saved Searches > New > Case.
2. In the Results tab, add Incident Date field and set the Summary Type to Maximum.
3. In the Available Filters tab, add the Filter Customer: Internal ID.
4. Mark the Public checkbox.
5. Enter a Title
6. Click on Save.

B. Create a custom entity field to source the values on the search.

1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New.
2. Type the Label.
3. Set the Type to either Date or Date/Time.
4. Unmark the Store Value checkbox.
5. In the Applies To tab, check on Customer.
6. Under Validation & Defaulting tab, select the name of the saved search in the Search dropdown.
7. Under Display tab, select a Subtab where to display the field on the customer record.
8. Click on Save.