Help with a list view that groups by unique title showing only latest date

Hi orenji,

this does not really work with one list alone.

WIth two lists this would work like this:

1) Create a List just for the leads

2) Create another List "LeadDateContact" and add a "Date of contact" date column. Now add a "Lookup" column

And create a Lookup back to the "Leads" list

3) Now Enter your data

4) Create a new view in the "LeadDateContact" List by saving the current view under a new name

and name it "Most recent Contact"

Now edit that view

Scroll down to "Sort" and sort that view by "Date of Contact" in descending order

Scroll down to "Item Limit" and expand that. Now set the number of items to display to 1 and toggle "Limit the total number of items returned to the specified amount."

Scroll down to the "OK" button and click that.

5) Create a Site page.
Select "Gear"->"Add a page"

And name it "Last Contacts"

Add a two column layout and two "lists" webparts

For the left webpart choose the list "Leads", for the right choose "LeadDateContact"



Select the little Pencil on the list webpart for "LeadDateContact" to edit the properties


Now set the view to "Most Recent Contacts"


And configure the "Dynamic Filtering" Option like this

This basically means that we want dynamically filter this webpart if we select an entry in from the "Leads" webpart. And then we want exactly the items where "Lead.Title"="LeadDateContact.Lead"

Click "Apply" and then "Publish" to save this page

6) Try it
Now we have this page

It shows us the most recent contact with a lead anyone had on the right side.

But if we now select a Lead from the left side (i.e. Mark)


then the webpart on the right side is filtered to the most recent contact to Mark.

Best Regards,
Sven