Can I report on changes to custom fields at the project-level using the Notes object? | Community
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Level 8
July 24, 2017
Question

Can I report on changes to custom fields at the project-level using the Notes object?

  • July 24, 2017
  • 25 replies
  • 2546 views
Hello, I've tried to create a Notes report using the "Audit Text" field with a 'contains' condition to show me changes to a project-level custom field, but nothing seems to be pulling through. Is this because it's a custom field? Regards, Jamie Jamie Hill JLL EMEA
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25 replies

Level 10
July 24, 2017
Hi Jamie, I am also struggling with this today. I know that, at a minimum, you have to make sure that you've enabled system tracked update feeds on the custom field. Enabling System-Tracked Update Feeds My problem now is that I've enabled this, and can see the updates in the feed of my task (see the "Estimated UoV" in screenshot below). However, I can't seem to figure out how to include this in a report. As a matter of fact, I can't seem to figure out how to include any system updates in a "Notes" report. Does anyone have suggestions? Here's what support first reported back, but this didn't help me much with a report: "If you were to toggle the Filter System Updates, what would you see in the feed? If you don't see any comments, its because the comments are on the system Updates and won't normally report without some configuration. I have included two articles to assist you in that process. "https://support.workfront.com/hc/en-us/articles/216670538-Understanding-System-Tracked-Update-Feeds">Understanding System-Tracked Update Feeds "https://support.workfront.com/hc/en-us/articles/217222387-Enabling-System-Tracked-Update-Feeds">Enabling System-Tracked Update Feeds "
Kelly_Wehrmann
Level 9
July 24, 2017
We have custom fields that we audit (have logging turned on) and they do appear in the Notes report that I have. Do you have any filter criteria in place on the report that could be preventing them from showing up? Our notes report is included on a Monitoring tab for each project that way a PM has it at their fingertips if needed. Admin Kelly-Wehrmann SSFCU
JamieHiAuthor
Level 8
July 24, 2017
Hmm strange! I've actually removed all the filters and simply shown all the Audit Texts sorted by most recent first and it still doesn't show. This particular custom field is of type 'Currency' - maybe that has a bearing? Jamie Hill JLL EMEA
Level 9
July 24, 2017
I have the same issue some time back without resolution. Doug suggested getting the timestamp by update feed so I tried it out. I see the tracked field on the update feed but couldn't find it in my Notes report. I even dumped all Note Text and Audit text into the report to check and nothing. Polly Co
Level 10
July 25, 2017
I wonder if this is cluster-specific. We are on Cluster 03. Something isn't adding up though... Here is what I am gathering: - You can track a custom field so that changes are logged as Notes. - You can view the Notes in the "Updates" tab of the Project, Task or Issue (depending on where you're logging) and the Journal Entry Owner, Audit Text, and Entry Date. - You cannot see these changes in a Notes report. A couple of problems I have with this: - If the changes are logged as Notes and they exist in a table, why can't we report them? - Why are the results of my test below so inconsistent? Why are the only changes included in my report "Status" changes on Issues, when I've opted to track Task and Project status changes as well? - Why does this screenshot from another user's report in the community contradict everything above, and indicate that reporting out these updates in Notes reports works in both Project and Task updates? - As a test, I decided to create a project with a single task and a single issue. On each custom form, I've added a field to track in the update feeds. I've also activated the update feed for the Project, Task and Issue. I also ensured that the "system" field "Status" is in the update field on all three objects. Then I created a "Notes" report looking at the project. The results: - Project: o Status Changes DO NOT get reported o Update on Custom Data DOES NOT get reported - Task o Status Changes DO NOT get reported o Update on Custom Data DOES NOT get reported - Issue o Status Changes DO get reported o Update on Custom Data DOES NOT get reported Narayan Raum Delivery Lead/System Administrator Workfront Center of Excellence EDO Data Management Phone: 931.704.3019
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------Original Message------ Hmm strange! I've actually removed all the filters and simply shown all the Audit Texts sorted by most recent first and it still doesn't show. This particular custom field is of type 'Currency' - maybe that has a bearing? Jamie Hill JLL EMEA
Level 9
July 25, 2017
We're on cluster 1, being shifted to cluster 5 soon. Polly Co
Level 10
July 25, 2017
Please, feel free to reference my request that is already open and being worked. If more than one customer reports a problem, we can hope that more eyes will be on it. Support Request #1101580: Note Report Returns Nothing on a Task "https://support.workfront.com/hc/requests/1101580">https://support.workfront.com/hc/requests/1101580 Narayan Raum SunTrust Banks (Data Governance BIO)
Kelly_Wehrmann
Level 9
July 26, 2017
We are on CL02. In doing some further testing today, I found that for Tasks and Issues that none of my Custom Fields that have "logging turned on" appear on my report; however, they should. We were going to be creating an auto-delivered report to report on a particular custom field change on a Task and now we can't since it's not working. I have also opened a ticket with the Help Desk and have referenced your ticket within my ticket. For reference, my Help Desk Ticket is: Request #1101964 Custom Fields With "Logging Turned On" No Longer Display In Notes Report Thanks! Admin Kelly-Wehrmann SSFCU
Level 9
July 26, 2017
I've also reported this and referenced Narayan's support ticket. Our support ticket is #1101999 - for reference. Polly Co
Level 10
July 26, 2017
Polly, Kelly: Thank you for the submissions. Let's hope this gains some more traction now. Thanks, Narayan Narayan Raum Delivery Lead/System Administrator Workfront Center of Excellence SunTrust Bank