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Status Future consideration
Categories Reports
Created by Bonnie Trei
Created on Aug 4, 2021

Custom comments field for status updates

For recurring status meeting reports, need the ability to provide some commentary on the latest status. These notes are updated regularly, but need to retain the history of previous status notes.

  • A custom notes field that is regularly updated does not work in reports as this would contain too much content over time.

  • Using the "latest comment" as a column prevents use of comments for other relevant commentary.

  • Custom table entries require updating the report structure every time the report is generated.

Ideally users could add a new custom field type of "comment" where a rolling history of comments could be retained and reports could pull "latest comment (field name)". The history could be collapsed in the record detail view, to expand on click.


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