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IanRe
Level 3
July 27, 2023
Solved

last update note Text

  • July 27, 2023
  • 2 replies
  • 2172 views

Hi community, I have a requirement to see last updated Note text in a report we have.

I can easily do this in a request/issue report and a project report.

But we have a task report (Used because we have a Go-Live task on our projects and a subsequent 5 day check task prior to the project auto closing on last task completion) I cant seem to find the option for 'Last note text' so in the report i can see the last update on the Project  all the ones available show as blank.

If i switch to a project report to allow me to have i believe i cant filter a project report, based on task containing Go-Live..is not complete/complete

 

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Best answer by VicSellers

Hi @ianre - The text mode below will pull the last note from the project on a task report. Hope this helps!

 

displayname=Last Note linkedname=lastNote namekey=view.relatedcolumn namekeyargkey.0=lastNote namekeyargkey.1=noteText querysort=lastNote:noteText textmode=true valuefield=project:lastNote:noteText valueformat=HTML

2 replies

VicSellers
Community Advisor
VicSellersCommunity AdvisorAccepted solution
Community Advisor
July 27, 2023

Hi @ianre - The text mode below will pull the last note from the project on a task report. Hope this helps!

 

displayname=Last Note linkedname=lastNote namekey=view.relatedcolumn namekeyargkey.0=lastNote namekeyargkey.1=noteText querysort=lastNote:noteText textmode=true valuefield=project:lastNote:noteText valueformat=HTML
    Eric_D_Miller
    Eric_D_Miller
    Level 5
    June 28, 2024

    Hello Victoria,

     

    I am trying to add in a column in a Note report that will include the due date of a Milestone that matches the ID I specify. This textmode works fine in a project report but it will not pull in dates on a Note report. Can you help me with what I am doing wrong?

     

     

     

    displayname=x listdelimiter=<p> listmethod=nested(tasks).lists textmode=true type=iterate valueexpression=IF({milestoneID}="000"&&{status}!="CPL",CONCAT({plannedCompletionDate}),IF({milestoneID}="000"&&{status}="CPL",CONCAT(" | ",{plannedCompletionDate}))) valueformat=HTML

    What I am looking to do is pull projects into a report that have certain Updates (filtered by keywords) posted in them. I would also like a column that contains the due date of a certain Milestones (within that same project). Is this possible in a Note report or do I need to run a Project report? Any help you can provide would be appreciated.

    Eric_D_Miller
    Eric_D_Miller
    Level 5
    June 28, 2024


    Hi @eric_d_miller,

     

    While it might be possible to create such a Notes report, given the work you’ve already accomplished on the Project report, and assuming that one row per project (vs one row per keyword occurrence across what could be multiple notes) is preferable, I’d suggest you stick with the latter.

     

    To further restrict your Project report to return only those whose Last Note contains one or more of the certain keywords, I’d suggest a filtering in a manner similar to this example;

     

    lastNote:noteText=KEYWORD1

    lastNote:noteText_Mod=cicontains

    OR:1:lastNote:noteText=KEYWORD2

    OR:1:lastNote:noteText_Mod=cicontains

    OR:2:lastNote:noteText=KEYWORD3

    OR:2:lastNote:noteText_Mod=cicontains

     

    I’ve suggested using the Projects’ lastNote, if that will suffice, since searching every Update might run too slow: although might be possible multiple OR:x:EXISTS clauses…if yee dare.

     

    Regards,

    Doug


    Doug,

     

    Thank you for the reply!

    I am searching for two very specific [keywords] across all the Updates in specific Projects. I would actually prefer a line item for each Update, while also displaying the text of the Update as well as the date/time it was posted. 

     

    How can I search every Update in the Project rather than just the lastNote? Any tips are greatly appreciated.

    I
    IanReAuthor
    Level 3
    July 28, 2023

    Amazing thank you VLinn, i had tried editing text mode but it seems i still have lots to learn about text mode structure

    O
    OmPr
    March 5, 2025

    How can we show only the first 200 characters of last update notes in report column views instead of showing the whole notes update paragraphs?

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