Report of notes

[Ednt]

I need a report on all activities for the week.
To do this, I analyse the notes in a report, which works so far.

The linked data record is defined by type and ID.

So account or contact, lead, opportunities.

I would like to display these in the report,

Unfortunately, it is not possible to add a field to the notes, otherwise I would have solved this using a workflow.

How can I access a relationship field in the report with the target entity note?

[lazovic]

Hi Ednt,

Do I understand correctly, you are using some third-party extension that allows you to use the Note entity as an entity type in reports? In EspoCRM with Advanced Pack extension installed (latest versions), by default it is impossible to make such a report, that’s why I’m asking.

[Ednt]

can you help me ?

[Ednt]

No, i don't use external Application,
i have Advanced Pack. i have activated note entity.

But in The Report if I select note as target entity i cannot found the field for account, contract ....

Do you mean with Complex expressions ?

[lazovic]

Ednt,

How did you activate the Note entity for reports? I need this information to reproduce this case.

[Ednt]

Have you read how I have enabled note in report?

[Ednt]

i was modifying ./custom/Espo/Modules/Advanced/Resources/metadata/entityDefs/Report.json

delete in "entityListToIgnore" "Note",

and

"entityListAllowed": [
"CampaignLogRecord",
"Note"
],

[eymen-elkum]

Hi,

There is an extension stream plus helps to provide notes into reports in addition to entity manager, so you can enhance it with custom fields