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...
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...