Regarding the filter, take a look at the "Reference a collection in the custom prompt of a report" section of this article.I think it's helpful to build the filter in the report itself--testing to make sure it works--and then remove it and place the text mode in a custom prompt. Folks could use the...
You can attach a note to either. My scenario above attaches it to a project, but if you want to add it to a task, in the Custom API Call module, you can change the noteObjCode to TASK and pass the task's ID to the objID:
Hey--my brain wasn't so fried after all! I figured out a way to make the scenario work without the router and all those router paths. I first tested that I could create a tagged note using a Custom API Call module. Here's that test module (for 2 tagged users)--the body was too large to fit in one...
I ran my scenario in the sandbox preview. I got both in-app notifications and emails (when I put myself as one of the contacts).I do wish that the API had something similar to predecessorExpression (in the Task object) for Notes. I was able to use a Custom API Call module to create a tagged note, ...
Not currently. But I do recall in the past having to create some custom calculated date fields that use the CLEARTIME function. I was trying to do a conditional formatting comparison of dates in a report, and the timestamps kept screwing things up. I needed calculated fields that cleared the time...
Okay, I was able to make it work using the second method. It might be overkill and you might be able to streamline this a bit, but it did work when I tested it.For my test I just used 4 custom user fields; I made them user typeahead fields on a project form. I didn't want to fool with creating a w...
There's a 'Note Tag' record type option under the Create Record module. It feels like this should work (adding a tag to an existing note), but it keeps throwing an error when I try running it.My other (clunky) thought was to (1) determine the total number of POC fields that are populated; (2) pass ...