Reporting Question: Capturing the First Note and First Note Date of a Project | Community
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SamanthaBr5
Level 1
August 26, 2025
Question

Reporting Question: Capturing the First Note and First Note Date of a Project

  • August 26, 2025
  • 2 replies
  • 234 views

Hi All

 

I am running a report trying to capture the First Note and First Note Date of a project. The text codes I used are not working. Can someone please help me fix the text codes below?

 

column.0.description=First Note Entry Date

column.0.textmode=true

column.0.valueexpression=MIN({notes}.{entryDate})

column.0.valueformat=atDate

column.0.name=First Note Entry Date

 

column.0.description= First Note: Note Text

column.0.textmode=true

column.0.valueexpression=MIN({notes}.{entryText})

column.0.valueformat=at Text

column.0.name=First First Note: Note Text

 

Thanks!

 

 

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2 replies

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
August 29, 2025

Not sure how to target the very first note date/text, but in a Note report, here is the text mode of note entry and note text, maybe it can help you as a reference point:
Note Text:

valuefield=noteText
querysort=noteText
valueformat=HTML
displayname=
linkedname=direct
namekey=noteText


Entry Date:

valuefield=entryDate
querysort=entryDate
valueformat=longAtDate
displayname=
linkedname=direct
namekey=entryDate

 

If this helped you, please mark correct to help others : )
    kautuk_sahni
    Community Manager
    kautuk_sahniCommunity Manager
    Community Manager
    September 1, 2025

    @samanthabr5 just checking in! Were you able to get this resolved? If one of the replies above helped—whether it completely solved the issue or simply pointed you in the right direction—marking it as accepted can make it much easier for others with the same question to find a solution. And if you found a different way to fix it, sharing your approach would be a great contribution to the community. Your follow-up not only helps close the loop but also ensures others benefit from your experience. Thanks so much for being part of the conversation!

    Kautuk Sahni
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