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Deanna Aaron 11Deanna 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?
Nagendra Singh 35Nagendra Singh 35
Hi Deanna,

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.

Deanna Aaron 11Deanna Aaron 11
Thank you, Nagendra. Can you please show images or provide step-by-step instructions on how to set this up?