Thanks so much, Doug and Narayan. We got it working! John Martins OUC

Thanks so much, Narayan. I see- I thought the custom form would automatically calculate whenever a report was being generated, but I see why it would be best to include it in the view/report. And yes, you got the requirements right. We would want to add the "! " so that the view/report knows to only...

Thank you, Narayan. This is very helpful in understanding how to apply expressions in text mode. I think I'm running into an issue with syntax, however. On the calculated text parameter, the expression I'm using is: IF(LEFT(Last Note.Note Text,2)="! ",Last Note.Note Text,Last Official Status) That w...

Thanks so much, Doug. That did the trick! Could you be so kind as to point me in the direction of how I can find the commands to prepend and inject some audit info (who made the update and when)? I know I can get those fields from the API explorer, but I'm not too well versed in the syntax of the co...

Hi Doug,I'm trying your LOS recommendation and I finally got it working. Just a quick correction:When I entered your formula in the Calculation box, I got an error, which I surmised is because "Last Updated" is not a field being pulled into the Task category. There is one called "Status Update," whi...