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Deanna Aaron 11 When a new note is created on an organization record, update the “Recent Note - Date” field.
Our executive director wants to see a list of organizations in a report, with a column showing the date of the most recent "created note". We would also like to see the contents of the note in an organization report.
I'm aware that notes cannot be reported on (exception of "new" note with the SNOTE filter). The content & files report was too basic.
How could I accomplish this?
I'm aware that notes cannot be reported on (exception of "new" note with the SNOTE filter). The content & files report was too basic.
How could I accomplish this?
As we cannot use a wokflow or process builder on 'Notes and Attachment' Object to update "Recent Note - Date" field.
You will have to update fields using trigger on attachment and then create reports over it.
Thanks