How do I capture the last modified date in my Notes section?
2 respostas
Hi Juhn - you cannot report on the new notes, but you can fake it to some degree.
You can create a process builder on the Feed Item with criteria like this:
Type = Content Post
Parent ID starts with ID 'nnn' where nnn is the object id prefix (the first 3 characters of a 15 or 18 digit id from that object)
Add field on your target object called Last File/Note Date.
For your immediate action, update records, update a related record and select your target object from the list Parent ID (target object)
Update your new Last File/Note Date field with the formula: DateValue([FeedItem].LastModifiedDate)
So..whenever a file or note is created on a record on the target object, it will update that field.
You can then create a custom field to track the last activity with a formula like:
Last Activity Date = IF(Last_FileNote_Date__c>LastActivityDate, Last_FileNote_Date__c, LastActivityDate)
So now your object will show the whichever is greater, the last activity or the last file/note that was created.
