How can I create a report that lists tasks with its details and all its notes

Create a "Note" report, group it by Task ID, and order by date. (make sure you add a column for task name and task description (and whatever other details you need))

Thanks Skye for responding, My challenge in "Note" report is that if there is a Task with no notes than it will not show up in my report

Another idea... You could do a task report with Task Name, Task Description, and then have a third column display an Updates collection. Something like displayname=Notes listdelimiter= listmethod=nested(updates).lists textmode=true type=iterate valuefield=message valueformat=HTML However, to only show notes and not all updates, you'd need an IF statement where Update Type=Notes. Not quite sure how to do that though. Since we got this far, maybe the help desk can help you with the IF statement. ;)

Thanks, this is great

Can you do this with issues as well? If so, what needs to be changed? I have not been able to make it work with issues.

Hi Anthony, I have followed your suggestion, and it includes all updates. However, I only really want to show Notes posted by the user - not including status updates etc. I figure that there must be a way to filter it by update type. I have guessed and tried the following but this is not returning any results. Hoping you or someone else can advise what to do! displayname=Notes listdelimiter= listmethod=nested(updates).lists textmode=true type=iterate valueexpression=IF({updateType}="note",{message},"") valueformat=HTML

Maybe leave the updates column text mode as what Anthony has posted and then just put in filter All Notes >> is message?

It is very weird. I've been playing around and I can't get any type of valueexpression to work. Even just concatenating {message} and a dash. Hmmm... wonder why that is.

Hi David. From some of my API work, I wonder (untested) if instead of updateType = "note" you need to use "NO", which is the underlying code..? Regards, Doug

Hi Anthony. I'm stymied too, so (David) could still not test my "NO" theory for you. For you puzzle solvers, here are a number of ways (below) to NOT invent a lightbulb, in case anyone has brigher ideas. Regards, Doug WORKED (Anthony's original) displayname=Notes listdelimiter= listmethod=nested(updates).lists textmode=true type=iterate valuefield=message valueformat=HTML BLANK displayname=Notes listdelimiter= listmethod=nested(updates).lists textmode=true type=iterate valueexpression=message valueformat=HTML BLANK displayname=Notes listdelimiter= listmethod=nested(updates).lists textmode=true type=iterate valueexpression={message} valueformat=HTML BLANK displayname=Notes listdelimiter= listmethod=nested(updates).lists textmode=true type=iterate valueexpression=CONCAT({message},'') valueformat=HTML BLANK displayname=Notes listdelimiter= listmethod=nested(updates).lists textmode=true type=iterate valueexpression=CONCAT({ M essage},'') valueformat=HTML BLANK displayname=Notes listdelimiter= listmethod=nested(updates).lists textmode=true type=iterate valueexpression=CONCAT( Message ,'') valueformat=HTML BLANK displayname=Notes listdelimiter= listmethod=nested(updates).lists textmode=true type=iterate valueexpression= Message valueformat=HTML BLANK displayname=Notes listdelimiter= listmethod=nested( notes ).lists textmode=true type=iterate valuefield=noteText valueformat=HTML BLANK displayname=Notes listdelimiter= listmethod=nested(notes).lists textmode=true type=iterate valuefield= subject valueformat=HTML