Showing the Note entered by name on a report

Question

I have researched here and have not come up with what I was looking for.
 
I have a report that shows, by Project, all tasks that have an update made in the last seven days.  The only piece of data I'm
unable to get is who entered the note.  Any help would be appreciated.
 
I tried this, but it delivered a blank field.
[code language=”text” autolinks=”false”]displayname=Latest Updatenamekey=latest updatetextmode=truevalueexpression=IF(LEN({lastNote}.{noteText})>140, CONCAT(SUBSTR({lastNote}.{noteText},0,139),”…(open for more) — “, {lastNote}.{owner}.{name},” on “, {lastNote}.{entryDate}), IF(LEN({lastNote}.{noteText})>0, CONCAT({lastNote}.{noteText},” — “, {lastNote}.{owner}.{name},” on “, {lastNote}.{entryDate})))valueformat=HTML[/code]
 
This report is very handy when on a conference call with the customer and I need a quick reference on the status/work done on the project tasks.
Thanks,
Mary

Richard_Le_ · Accepted Answer

No, I'm using a Notes report. If I use the Task option I can only pick up the last note, I want to see all notes posted to a task for the last 7 days. Do you know of a way to get all the notes using the TASK report?

Ahh ok, if you are using a note report you could just add the the owner >> name attribute to your view. This will be available natively in the report builder and you wont need any text mode for this.

If however, you are wanting to trim the note text down to less than 140 characters and include the date and note owner in the same field, this code would do it:

displayname=Note with owner and date
namekey=latest update
textmode=true
valueexpression=IF(LEN({noteText})>140,CONCAT(SUBSTR({noteText},0,139),"…(open for more) — ",{owner}.{name}," on ",{entryDate}),IF(LEN({noteText})>0,CONCAT({noteText}," — ",{owner}.{name}," on ",{entryDate})))
valueformat=HTML

Richard_Le_ · Answer

Hi Mary,

The textmode used is sound, but it looks like when it's been copied from an external source, some of the formatting / special characters have carried over + some additional lines of code which aren't needed and Workfront doesn't like it. Try the following code instead:

displayname=last update
namekey=latest update
textmode=true
valueexpression=IF(LEN({lastNote}.{noteText})>140,CONCAT(SUBSTR({lastNote}.{noteText},0,139),"…(open for more) — ",{lastNote}.{owner}.{name}," on ",{lastNote}.{entryDate}),IF(LEN({lastNote}.{noteText})>0,CONCAT({lastNote}.{noteText}," — ",{lastNote}.{owner}.{name}," on ",{lastNote}.{entryDate})))
valueformat=HTML

Best Regards,

Rich.

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