Customer Forum

Custom fields on a Note, not showing as a column choice

Margaret Posted: 2019-05-31 14:51

I have created 3 new custom fields on a note, but there is no tick box to allow me to 'show in list views' as it says in the instructions. How do i make these fields appear on the column choices so that i pick these for my view? I need them to be a 1st level view, rather than having to expand the view to see them.

Sam (Workbooks Online) Posted: Fri, 31.05.2019 - 16:19

Hi Margaret, 

Thanks for getting in touch. 

Unfortunately, notes cannot be exposed on landing pages, so you would need to create a report in order to view them. For example, if you wanted to look at notes on cases, you would need to navigate to Start > Reporting > New Report > Create a blank report > Cases, give it a suitable name, and then add columns for your custom fields, and configure it to your liking. More information on reporting is available on our Knowledge Base. You could then pin this to your dashboard and use it in the same way you would a landing page. Please let me know if you have any questions on this. 

Kind Regards,