Reporting - Add "new update" to report - like Projects Widget

Forum|Forum|1 year ago
March 5, 2024
1 reply
1865 views

Hello - In the new "My Projects" Widget, there is a function to add a new update directly to the project, without opening it. Is it possible to do this in a report? I've added an open text box in the custom forms to add notes to the report while reviewing but this then only shows up as a System Update and not on the Comments wall. Has anyone been able to find a solution to add open notes to a report that will then show up in comments? Even more points if we can tag people! Thank you in advance.

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Richard_Carlson

Community Advisor

In the widget vocabulary that particular column seems to be called Quick Actions but I don't see any way to add a Quick Actions column to a report

SteviAuthor

Level 2

Is there any other way to add an update to a report?

Madalyn_Destafney

Community Advisor

If you want to add comments/status/updates to a report and are ok with it not being an actual Update, you could have a custom form field (in a project form if it's it a project report, task form if it's a task report, etc.) called Notes or Updates and add this column to your report so it can be filled in in-line from the report...

If this helped you, please mark correct to help others : )

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