Creating a Report with a column for notes. | Community
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TracyPa2
Level 4
June 30, 2020
Question

Creating a Report with a column for notes.

  • June 30, 2020
  • 2 replies
  • 1010 views

I am trying to create a Report that I can have a column that the Project Manager can type notes in. When we run the reports everything works great except sometimes we need to include notes such as "Waiting for Jerry to send new photos" etc. Is there a way to make a column that is editable for this?

OR, I did see the ability to add a column called "Last Condition Note". This sounds like what I want, but I cannot find anywhere to make a note on the condition.

OR, is this best handled by adding a section on a custom form for Project Manager notes. Then is there a way to make a column on the report pull from a custom form field???

I'm trying to dig for answers but this is a hot request from my director so I am hoping someone in here has a solution.

Thank you

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    2 replies

    kynabaker16
    Adobe Employee
    kynabaker16Adobe Employee
    Adobe Employee
    June 30, 2020

    Hi Tracy,

    We had a question similar to this a little bit ago.

    If that doesn't answer your question, please let me know!

    Thanks,

    Kyna

    M
    MariaRo6
    New Member
    March 31, 2023

    Hello, did you ever get an answer for this, I was just ask if this was possible.

     

    Thank you

    Maria

    ChloeWY
    ChloeWY
    Level 6
    April 3, 2023

    Hi @mariaro6 , I recommend creating a new custom field and attaching it to a custom form on the project.  Then you can bring that custom field into the report, and it will be editable in report.  

    Just note that saving edit history with this method is limited.  Updates should still be posted to the updates section.  

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