Version 7.11.15 / Sugar Version 6.5.25 (Build 344)
Hi.
How do I create a report, for example, that lists all client projects and for each project includes only the last note, or possibly last n notes?
Thanks for looking.
Regards,
Marek
Version 7.11.15 / Sugar Version 6.5.25 (Build 344)
Hi.
How do I create a report, for example, that lists all client projects and for each project includes only the last note, or possibly last n notes?
Thanks for looking.
Regards,
Marek
Welcome!
hmmm, I’m not sure if the Reports module currently has the ability to list "previous n related items" to a module
Though you might be able to get something close as a workaround
Maybe you could create a custom relate field on the Projects Module, (ie called “Latest Note”), through Admin->Studio
Then, using a Workflow, update this field any time a new Note is created and related to a Project.
Then you would be able to report on this field:
This would allow you to list all projects and their most recent Note record in one report.
Hopefully that is something close to what you’d like!
Thank you John, much appreciated. I will try that.
As a workaround I used a standard condition which in effect reads:
include all notes where Modified date is within the last Month (period).
Thank you again!
Marek