Inspired by something in the Global Forum and users talking to us about easily seeing non-system created notes, we created this report for our PM. We have put it on a Dashboard and attached it to their layouts.
The report is a Note object type report. There is a custom prompt for Entry Date.
The grouping is...
group.0.displayname=Project group.0.linkedname=project group.0.namekey=view.relatedcolumn group.0.namekeyargkey.0=project group.0.namekeyargkey.1=name group.0.valuefield=project:name group.0.valueformat=string textmode=true
The filter is...
noteText_Mod=notblank project:ownerID=$$
USER.ID project:ownerID_Mod=in
Column 1 of 5:
displayname=Entry Date linkedname=direct namekey=entryDate querysort=entryDate sortOrder=1 sortType=desc valuefield=entryDate valueformat=longAtDate
Column 2 of 5:
displayname=Object Type linkedname=direct namekey=noteObjCode querysort=noteObjCode textmode=true valueexpression=IF({noteObjCode}="OPTASK","ISSUE",IF(ISBLANK({noteObjCode}),"PROJECT",IF({noteObjCode}="DOCU","DOCUMENT",{noteObjCode}))) valueformat=HTML
Column 3 of 5:
column.2.displayname=Issue, Task, or Document Name column.2.linkedname=opTask column.2.namekey=view.relatedcolumn column.2.namekeyargkey.0=opTask column.2.namekeyargkey.1=name column.2.querysort=opTask:name column.2.sharecol=true column.2.sortOrder=2 column.2.sortType=desc column.2.textmode=true column.2.valuefield=opTask:name column.2.valueformat=HTML column.2.width=120 column.3.displayname= column.3.linkedname=task column.3.namekey=view.relatedcolumn column.3.namekeyargkey.0=task column.3.namekeyargkey.1=name column.3.querysort=task:name column.3.sharecol=true column.3.textmode=true column.3.valuefield=task:name column.3.valueformat=HTML column.3.width=0 column.4.displayname= column.4.linkedname=document column.4.namekey=view.relatedcolumn column.4.namekeyargkey.0=document column.4.namekeyargkey.1=name column.4.querysort=document:name column.4.textmode=true column.4.valuefield=document:name column.4.valueformat=HTML
Column 4 of 5:
displayname=Author linkedname=owner namekey=view.relatedcolumn namekeyargkey.0=owner namekeyargkey.1=name querysort=owner:name textmode=true valuefield=owner:name valueformat=HTML
Column 5 of 5:
displayname=Note Text linkedname=direct namekey=noteText querysort=noteText valuefield=noteText valueformat=HTML
