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MattMc2
Level 5
October 12, 2022
Solved

Group Notes by Thread (updates/comments)

  • October 12, 2022
  • 2 replies
  • 1656 views

Notes Report: Does anyone know a way to group updates/comments/notes by thread (parent note)? Or show all comments as a discussion in the Notes report.
In the example below I would like to show the reply (thank you) under the parent (per Slack with ...).

 

 

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Best answer by MattMc2

Thanks to Dustin on our team for figuring it out. Legend! Use the following Text Mode in grouping where X is whatever level you are grouping for:

group.X.valueformat=HTML
group.X.name=Parent Note
group.X.valuefield=parentNote:noteText

 

2 replies

skyehansen
Community Advisor and Adobe Champion
skyehansenCommunity Advisor and Adobe Champion
October 12, 2022

I think you'll find some useful information in this post https://experienceleaguecommunities.adobe.com/t5/workfront-questions/report-on-tagged-updates/m-p/486430#M19088

 

(caution and cc to @jon_chen -- the responses are not formatted for code)

jon_chen
Community Manager
jon_chenCommunity Manager
Community Manager
October 12, 2022

Hey @skyehansen Thanks for the callout. I do not think code sample formatting was retroactively applied for our Community migration. However, we do support code sampling in the text editor. Please see the image below for reference on adding code into your posts moving forward. 

 

skyehansen
Community Advisor and Adobe Champion
skyehansenCommunity Advisor and Adobe Champion
October 12, 2022

thanks Jon. I don't think there was any automatic formatting applied to our old posts the last time we transitioned to One either, so it's not unexpected.

 

However -- in the past, for the more valuable posts (such as the one I linked to), someone on the customer experience team had the ability to go in and reformat old posts to add the formatting. If I get to suggest things (😁) -- the reason why it would be useful for Workfront to selectively format this one post and its responses is because Workfront simply doesn't have any documentation related to this type of reporting. Users are forced to crib what they can from (and learn from) posts like the one I linked to. And this one is extremely rare as you can see by searching on keywords like NTAG and sourceName. Anyway, just a thought.  😀

M
MattMc2AuthorAccepted solution
Level 5
October 13, 2022

Thanks to Dustin on our team for figuring it out. Legend! Use the following Text Mode in grouping where X is whatever level you are grouping for:

group.X.valueformat=HTML
group.X.name=Parent Note
group.X.valuefield=parentNote:noteText

 

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