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SOLVED

Text mode to bring in the most recent update to a project (not a comment)

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Level 4
Hello Community! I was wondering if anyone ever had any luck bringing in the details from the updates section into a report. And not the last update note, but for example, if someone changes the status of a project or something similar. We are trying to capture what the last update made was to a project. Thanks in advance!
1 Accepted Solution

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Correct answer by
Level 4

I think we are just going to go with our initial plan. When specific updates get made, we will leverage fusion to create an "issue/request" so we can better report on it. 

 

The journal entry report is a good thought too, which we may dig into 

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3 Replies

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Community Advisor

Hi there, I recommend creating a journal entry report.

Within that, you can target if you want only status changes, etc. Note what shows in system activity is a combination of native system updates and whatever you've noted as tracked fields in Setup. Hope this helps!

If this helped you, please mark correct to help others : )

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Administrator

@TimothyBr Just checking in — were you able to resolve your issue?
We’d love to hear how things worked out. If the suggestions above helped, marking a response as correct can guide others with similar questions. And if you found another solution, feel free to share it — your insights could really benefit the community. Thanks again for being part of the conversation!



Kautuk Sahni

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Correct answer by
Level 4

I think we are just going to go with our initial plan. When specific updates get made, we will leverage fusion to create an "issue/request" so we can better report on it. 

 

The journal entry report is a good thought too, which we may dig into