This can be done with customizations. I would recommend hopping on the advanced Q&A forum or contacting your CSM to go over all of the options.
Report - Show Actual Notes in a Report
Is there a way to show the detail of a note in a report rather than just the icon or the number of notes associated with a project, milestone or task?
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[quote=Josh Santos]This can be done with customizations. I would recommend hopping on the advanced Q&A forum or contacting your CSM to go over all of the options.[/quote] The solution I was provided during the Q&A and offline email was to use the Description field. I was hoping truly to use the note field so if there is anyway to do that I would appreciate the information on how to do this.
This is possible to do but it is not trivial and requires a customization that would be better shown and explained over a Q&A forum than described here. I will require one custom field and one business rule and will show the last note to be posted in a field similar to description that can be used in reports.
You'll need a text area field to hold the data, but text area fields can hold up to 2000 characters, whereas Notes can hold way more than that and contain rich text and formatting.
If you have one note you can probably do what Josh is suggesting but if you have more than that you're pretty soon going to have to start truncating and losing info.
We're using the note function as a way to do a weekly summary at the project level. The notes function works better for us because of the truncation issue. Utilizing the new rule to pull the most recent note for a project will assist in our end goal.