Task Reporting, Updates/Notes List

[Mikaela-Newell]

Hi guys! Building a Task report and trying to pull all notes (not all updates) and their replies on any given task.

This code gives me all updates on a task, including system updates that I don't want (like "changed the status to {0}"):

displayname=Updates Basic
listdelimiter=<p>
listmethod=nested(updates).lists
type=iterate
valuefield=message
valueformat=HTML

This is the direction I'm trying to go to get notes only:

displayname=Updates
listdelimiter=<p>
listmethod=nested(updates).lists
type=iterate
valueexpression=IF({updateType}=note,{message},"")
valueformat=HTML

 But this currently pulls nothing. Any ideas?

I've already tried Note, "note", and "Note" as alternatives.

[skyehansen]

I've noticed that valueexpressions sometimes don't work in specific collections. An easy way to test out my theory is to convert a working valuefield into a valueexpression to see if it still displays anything.

For example, you've mentioned that "valuefield=message" works. If you try "valueexpression={message}" you'll probably see it doesn't work. Once I see even a simple valueexpression doesn't work, I don't waste my time trying to figure out more complex valueexpressions -- it's probably the system and not the expression.

If you submit a case to Support, you can probably find out whether there's a reason for this. It does tend to cluster around notes for whatever reason but I've also seen it in custom statuses and other weirdo objects.

[Madalyn_Destafney]

Hi there, a trick I've used to isolate only user notes/updates and not system activity updates is by adding this simple filter to your note report: Note Text > Is Not Blank

Note that if you have fusion scenarios that add updates on objects with xyz verbiage that will pull in too, but you could easily filter out those too if needed by adding a filter for Owner Name is not [fusion account name that the update would show from].

[nryan2]

@Mikaela-Newell 

Maybe you could try using a Notes report instead and grouping by Project/Task