I need any notification when a date field on my custom form is changed? How to do this? | Community
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Level 9
November 29, 2016
Question

I need any notification when a date field on my custom form is changed? How to do this?

  • November 29, 2016
  • 20 replies
  • 2225 views
I need any notifications when a date field on my custom form is changed? How to do this? I need to monitor changes to all of our projects. The date fields of interest are on a custom form. How can I be notified that the date field has been modified across any of the projects? I would be happy with running a report, if that is possible. I just need to know when the date field s are modified. I will also be happy if the date field on the custom form could have an approval associated with it. Or if that custom field could be linked to a task. I am looking for any out of the box method to know when that date field in the custom form change.
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20 replies

imgrund
Adobe Employee
Adobe Employee
November 30, 2016

I don't know a way to get an email notification, but there is a report you can create and montior that.

First, you need to make sure in the custom form you have "Display field changes in update feeds" select for those date fields.

You should then do a test so you can see how the text appears since I'm not sure what your fields are called.

You can then create a Note report with the filter project owner ID equals you and then audit text contains some of the text as it displayed in your test. (i.e. Audit text contains "Deliverable date changed").

We have something simliar for our Project Owner but it just for updates people type in so I filter out the other updates but they like it to see what peopel are saying across all their projects without having to click into each one. I have a prompt for entry date so they can decide how far back they want to go (this is great for when they come back from vacation)

BenettaPeAuthor
Level 9
December 1, 2016
Great. Thanks. I will try this now.
Level 10
December 1, 2016
Hi Anthony, In your sample note report, you have a column called 'Issue, Task or Document Name'. Where do you get this from? I can only add the 3 columns separately, and it would be much better to have them all in the one column as you do. Also, are you sure that monitored field updates will show in a Note report? I can only see them on the Updates tab of the projects, but they don't show in the Notes report. Only user comments and status changes/approvals seem to show. Regards, David
imgrund
Adobe Employee
Adobe Employee
December 5, 2016
Hi David, Well, you are right... the updates from a custom field do not show up on a Note report. :( I'm going to have to play around more to figure out how to call those out! As for the combine column of task, issue or document, here is the code: column.2.displayname=Issue, Task, or Document Name column.2.linkedname=opTask column.2.namekey=view.relatedcolumn column.2.namekeyargkey.0=opTask column.2.namekeyargkey.1=name column.2.querysort=opTask:name column.2.sharecol=true column.2.sortOrder=2 column.2.sortType=desc column.2.textmode=true column.2.valuefield=opTask:name column.2.valueformat=HTML column.2.width=120 column.3.displayname= column.3.linkedname=task column.3.namekey=view.relatedcolumn column.3.namekeyargkey.0=task column.3.namekeyargkey.1=name column.3.querysort=task:name column.3.sharecol=true column.3.textmode=true column.3.valuefield=task:name column.3.valueformat=HTML column.3.width=0 column.4.displayname= column.4.linkedname=document column.4.namekey=view.relatedcolumn column.4.namekeyargkey.0=document column.4.namekeyargkey.1=name column.4.querysort=document:name column.4.textmode=true column.4.valuefield=document:name column.4.valueformat=HTML
Level 10
December 6, 2016
Ah, very clever.....thanks. And please let us know if you work out how to get the other Notes on the report.
Level 6
December 6, 2016
When you're in the custom form builder and you're looking at the date field, on the right side where you put in all the information, there is also a check box that says "Display field changes in updates feed". This won't give you a notification necessarily, but the information will still be tracked in the updates area.
BenettaPeAuthor
Level 9
February 22, 2017
Have you discovered how to track when the project completion date change? or when a custom date field change? I still need to know how to do this?
Level 9
February 23, 2017
" or when a custom date field change?" Anthony gave you the solution for this below. Did this not work for you? It should.
BenettaPeAuthor
Level 9
February 23, 2017
nothing has worked for me. I tried that notes report. [image: APS Payroll logo] Benetta Perry New Client Setup Specialist p: 318-222-9774 f: 318-222-0601 e: bperry@apspayroll.com www.apspayroll.com < ">http://www.facebook.com/apspayroll> < ">https://twitter.com/apspayroll> < ">https://plus.google.com/u/1/101565211370298693012/posts> < ">http://www.linkedin.com/company/aps-payroll> The information contained in this transmission may contain privileged and confidential information. It is intended only for the use of the person(s) named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution or duplication of this communication is strictly prohibited. If you are not the intended recipient, please contact the sender by reply email and destroy all copies of the original message. On Thu, Feb 23, 2017 at 7:03 AM, Greg Beck < globalforum@communitylists.workfront.com> wrote: > "or when a custom date field change?" > > Anthony gave you the solution for this below. Did this not work for you? > It should. > > -----End Original Message----- >
Level 9
February 23, 2017
Hi Benetta, It works (Anthony's original response), so maybe you could tell us specifically what you've done and what's not working and we can help you. Greg