Hello all, I have a couple of reporting/custom form questions and hope someone out there might have some insight.
I would like to create a unique task report that uses a custom form attached to the task that can provide specific information needed on a report that will be sent to stakeholders. First, I would like to have a notes field that can be populated at the report stage that can be updated but also saved like a last note, so we can have the history of the notes for historical reference. I don't want to have to go into the task to make the note if at all possible. Second, I would like to have a custom field that will have an icon similar to the status icons that can also be changed at the report level without changing the actual task status. I have tried to make a calculated field or even a field that would use the value as an icon but no luck. FYI I know I can do this when I build a report but I cannot change it at the report level with advance options. Any help would be appreciated if it is a NO you can't do this. Thank you in advance.