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Note text name and date on report

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Level 5

I'm creating a Note Report to show all of the updates added by a user across our WF instance- grouped by project. I'd like to add the user's name and entry date to the note column. I rather have it all in the one column than to have separate columns for the note owner and note entry date, if possible.

 

For instance, for the parent note column, I used this code so the person's name who entered the parent note appears at the end of the note along with the date:

displayname=Parent Note Text
linkedname=parentNote
namekey=view.relatedcolumn
namekeyargkey.0=parentNote
namekeyargkey.1=noteText
querysort=parentNote:noteText
textmode=true
valueexpression=IF(!ISBLANK({parentNote}.{noteText}),CONCAT({parentNote}.{noteText}," [",{parentNote}.{owner}.{name},", ",{parentNote}.{entryDate},"]"),"")
valueformat=HTML

 

I was able to adapt the valueexpression  line from a similar report I have that includes the 'last note'. However, when I try to edit the valueexpression for just the noteText column, it doesn't work. I've tried removing {parentNote}, or replacing it with {noteText} and both result in a blank column. Thoughts on how I can adapt for the Note text column? Thanks in advance.

1 Accepted Solution

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Correct answer by
Level 3

Hi Janelle! 

 

This may take some Frankensteining depending on your columns but should give you the general idea. This code combines column 2 & 3.

 

FIRST Replace your last line with: valueformat=customDataLabelsAsString

 

THEN add the following below:

 

column.2.valuefield=USERNAME

column.2.linkedname=project

column.2.valueformat=customDataLabelsAsString

column.2.displayname=NAME

column.2.namekey=view.relatedcolumn

column.2.textmode=true

column.2.sharecol=true

column.2.namekeyargkey.0=project

column.2.namekeyargkey.1=USERNAME

column.2.querysort=DE:USERNAME

column.2.shortview=true

column.3.displayname=ENTRY DATE

column.3.linkedname=project

column.3.namekey=view.relatedcolumn

column.3.namekeyargkey.0=project

column.3.namekeyargkey.1=ENTRYDATE

column.3.querysort=DE:ENTRYDATE

column.3.shortview=true

column.3.valuefield=ENTRYDATE

column.3.valueformat=customDataLabelsAsString

View solution in original post

1 Reply

Avatar

Correct answer by
Level 3

Hi Janelle! 

 

This may take some Frankensteining depending on your columns but should give you the general idea. This code combines column 2 & 3.

 

FIRST Replace your last line with: valueformat=customDataLabelsAsString

 

THEN add the following below:

 

column.2.valuefield=USERNAME

column.2.linkedname=project

column.2.valueformat=customDataLabelsAsString

column.2.displayname=NAME

column.2.namekey=view.relatedcolumn

column.2.textmode=true

column.2.sharecol=true

column.2.namekeyargkey.0=project

column.2.namekeyargkey.1=USERNAME

column.2.querysort=DE:USERNAME

column.2.shortview=true

column.3.displayname=ENTRY DATE

column.3.linkedname=project

column.3.namekey=view.relatedcolumn

column.3.namekeyargkey.0=project

column.3.namekeyargkey.1=ENTRYDATE

column.3.querysort=DE:ENTRYDATE

column.3.shortview=true

column.3.valuefield=ENTRYDATE

column.3.valueformat=customDataLabelsAsString