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Status Future consideration
Categories Account settings
Created by Phil Warden
Created on May 27, 2020

Allow referencing Notes fields in custom worksheet formulas

I'd like to reference a custom note field in a custom worksheet on an Initiative record to identify if data is missing or incomplete. For example, the assumption is if a custom note field has less than 50 characters, then it's incomplete and requires attention.

Unfortunately, custom worksheets does not support this functionality, even on a limited bases (length, boolean, etc.). The workaround is to add the notes fields (about 14 total) to a List Report and then build a Custom Formula on the report. This is not a desirable solution because it creates a report that is not user friendly.

Given Custom Notes fields can be referenced in Custom Formulas on reports it should be added to Custom Worksheets as well.

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