27

Ability to make custom Query / Summary fields that behave like Open Notes (display list of results)

Some clients have requested a new display type for query fields that would work like the built-in "Open Notes" field does currently. You would define a query, and the results would be displayed comma-separated in that field for each record. Currently you can display a count of the results and click on the count to launch a focus window showing each individual result that makes up the count, but sometimes its nice to be able to see the list right there on the page, without having to click.

Screen_Shot_2014-06-05_at_3.13.44_PM.png

Click 'Me Too!' to vote up this feature, and add any additional thoughts or use cases in the comments.

댓글 7개

  • 1
    Avatar
    melanie zaffran

    This would be extremely helpful in displaying (for example) all notes for which the type is "client", whether they are open or closed..I would love to have that extra feature

  • 0
    Avatar
    Tony Aiello

    This has become very hot for us as well.  We categorize Open Notes with a Department field, and each department then has various pages and views in which they'd like to see only THEIR notes.  So we've added many Query fields that select just the Open Notes for a particular department -- but they all want to see the body text of those notes, without having to click on the note count #.

  • 0
    Avatar
    n8

    Would love to see this feature.

  • 0
    Avatar
    Tony Aiello

    ping... any news on this?  We have yet another use-case... where we'd like to *LIST* Assets called-out-on Tasks linked to Shots, on a page of Sequences.  Yes, a tab on each Sequence detail page could list the assets called out on the Tasks linked to the Shots in that Sequence, but that requires clicking on each Sequence for a coordinator who wants to just look at, and probably print or excel-export, a one-page list of Sequences and the Assets called for on each.  Vice versa as well -- a List view of Assets with a second column sub-listing the Sequences whose Shots > Tasks call for the Asset.

  • 0
    Avatar
    Brandon Foster

    Hey Tony,

    I'm actually working on designs for this to use as a starting point to discuss with the engineers. So no solid ETA I can share, but there is some movement on it.

  • 0
    Avatar
    Edward Spencer

    We actually have a use case for this as a slightly modification of the Open Notes field

    We have mirrored our version statuses in our note statuses which to use as a trigger for when we create notes. However, the open notes field only searches for 'open' or 'in progress' statused notes, so anything other than this doesn't show up.

    We'd like a summary field to include these other statuses

  • 0
    Avatar
    Jayesh Dalal

    +1 Vote

댓글을 남기려면 로그인하세요.