Views
Replies
Total Likes
Views
Replies
Total Likes
Views
Replies
Total Likes
Views
Replies
Total Likes
Views
Replies
Total Likes
Views
Replies
Total Likes
Views
Replies
Total Likes
Views
Replies
Total Likes
Here you go. Polly Co
Views
Replies
Total Likes
That is great to know there is a way. I am a little confused as to the setup though. I saw where I can get the Notes report in the reporting area. But do you have a tutorial you can send or can you share the commands/filtering/groupings that you executed to get the report?
Again I want to have a log appear of all document and general updates for each project, and it will live in the updates area of said project.
So you are saying there is a way to pull in the dashboard to the project level?
Thanks for all your help on this!
Views
Replies
Total Likes
You'd have to create a notes report, do not filter to any project. Then put the notes report into a dashboard. On your projects layout template, add this dashboard as a custom tab.
When you access the project, click on more and find this dashboard. You should be able to see all the note text pertaining to that project only. This would be the most basic of the notes report.
As I've discussed in this thread, it's really up to you how you want to fancy up the notes report. Our users want to be able to identify whether the update came from the document, the other updates just roll up to general updates so I don't need to highlight that. So I open up the Object field as a column on the notes report and then made a rule that if the object type is Document, I highlight it so it's identifiable right away. I've also grouped things by threadID, so conversations are all together and then sorted by the entry date so users can see what's the latest.
Views
Replies
Total Likes
Sorry for all the questions about this, but we have been searching of this solution for so long.
Views
Replies
Total Likes
valueexpression=IF(ISBLANK({noteObjCode}), CONCAT("https://your instance/project/view?ID=",{projectID},"&activeTab=tab-project-updates&commentID=",{ID},"&showCommentBox=true"),IF(CONTAINS("DOCU",{noteObjCode}),CONCAT("your instance/document/view?ID=",{documentID},"&activeTab=tab-documents-updates&commentID=",{ID},"&showCommentBox=true"), CONCAT("https://your instance/task/view?ID=",{taskID},"&activeTab=tab-task-updates&commentID=",{ID},"&showCommentBox=true")))
displayname=Tagged People
listdelimiter=<br>
listmethod=nested(tags).lists
textmode=true
type=iterate
valuefield=user:name
valueformat=HTML
The object code is blank when it's project as you can see in the value expression above.
Your grouping is up to you. For our team, I'd like to give them the context of what the whole conversation was all about. There's no "subject" like it would be in an email thread so the only identifiable group would be threadID.
Views
Replies
Total Likes
Views
Replies
Total Likes
Views
Replies
Total Likes
Views
Replies
Total Likes
Views
Replies
Total Likes
Views
Replies
Total Likes
Views
Replies
Total Likes
to group by threadID us the following text mode:
group.0.displayname=Thread
group.0.linkedname=direct
group.0.namekey=threadID
group.0.valuefield=threadID
group.0.valueformat=string
textmode=true‚
Views
Replies
Total Likes
Views
Replies
Total Likes
Views
Likes
Replies
Views
Likes
Replies
Views
Likes
Replies
Views
Likes
Replies