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Status Future consideration
Categories Notes
Created by Adam Michaelson
Created on Sep 16, 2025

Allow sorting of Notes/Documents table in Research Tab by custom date field, not just the Create Date

What is the challenge?

Meeting notes are kept in the Research tab of Releases, however sometimes they get entered out of order or other links are added.

What is the impact?

Less time spent creating custom report views and less time spent navigating between pages

Describe your idea

On the Research tab (across record types, but primarily Releases, Initiatives, and Features), allow for sorting and filtering in the Concepts table. Having fuller control over the table, the configuration available for the Related Records, would be ideal, but overkill. Also, the Date displayed in the table should be drawn from an editable date field, not the Created Date. Advanced sorting may be necessary, if notes are added with a type or classification of note or link/document.


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  • Guest
    Sep 17, 2025

    Nice


  • Ken Strieker
    Sep 16, 2025

    Also - it would be nice to be able to the Research tab.