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...

Well, I can manually add the fields to the editor; I just can't select them from the dropdown list.  I guess that's better than nothing.

I'm playing around with some custom fields in our Sandbox Preview environment.  I created 4 custom fields in a project-based custom form.  I'm now attempting to create a calculated field that uses those 4 custom fields.  In the past, I know you had to save/close out of the form and reopen it before ...

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 ...

I'm assuming this is a task report?  You could try adding two entries to your filter:Task >> Number of Children Equals 0 [this would exclude any parent tasks]Parent >> Name Contains "Deliverables - All documents go in these respective tasks"I find using names a little fiddly (sometimes I forgot I ha...

I haven't had the sign-out issues (we haven't been migrated to the Admin Console yet), but I've definitely noticed the sluggish performance in attempting to access history.Even more bewildering, I experienced some phantom history entries last week within a scenario.  I have a scenario (still in the ...

Ah, thanks.  I didn't let the Watch Events module sufficiently process originally.