Min / Max#

The Min (Minimum) and Max (Maximum) modes are used to identify the lowest or highest value in a specific field across a group of matching records.

1. When to Use#

• Price Discovery: “Identify the lowest price offered for this item across all active Supplier Quotations.”
• Timeline Analysis: “Find the earliest start date and latest end date for all tasks in a project.”
• Record Highs: “Find the highest amount ever invoiced to a specific customer.”

2. Configuration#

• Table (DocType): Choose the source table.
• Mode: Choose Min for the lowest value or Max for the highest.
• Filters: Define which records to analyze.
• Field to Aggregate: Select the field to compare (e.g., Price, Date, Quantity).

3. Output#

This mode returns a single Number or Date.

4. Example#

Scenario: A rule automatically updates a Project’s “Estimated End Date” based on the latest end date of its sub-tasks.

• Table: Task
• Mode: Max
• Field to Aggregate: Expected End Date
• Filters: Project equals doc.name AND Status is not Cancelled.
• Output Variable: last_task_date

5. Performance Notes#

• Optimized Search: Database-level optimization allows the system to find these values without reading the full details of every record.
• Efficiency: This is significantly faster than retrieving a sorted list and selecting the first result.

6. Common Mistakes#

• Ignoring Status: Forgetting to filter out Cancelled or Draft records can result in picking a “Max” value that is no longer valid.