Friday, April 12, 2019

Display all of the User Note Memos Attached to a Particular Record in a Single Result Column

The ns_concat() works the same way as the wm_concat function in Oracle. Using a phone call search, see sample below for concatenating all user note memos on the same line separated by a comma for each company.
     1.    Navigate to Lists > Search > Saved Searches > New.
    
2.    Select Phone Call.
    
3.    Provide a Search Title.
    
4.    In the Results tab > Columns subtab, set the following:

Field

Summary Type

Formula

Summary Label

Company

Group



Internal ID

Count


Count

Formula (Text)

Maximum

ns_concat({usernotes.note})

Memos

       5.    Click Save and Run.

 

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