I would like to basically exclude any note type that is not a user generated note...
Your google search seems premature.
What are you looking for?
What does the Note Type field contain in the case where it IS a user generated note?
Are you looking only for entries where this field is empty?
Create a new calculated field, If (Note Type ="User Generated"; Note; "")
Create a flag field, Flag = If (Note Type ="User Generated"; 1; 0)
Create a Global calc gOne = 1 in Customers
and make a relationship , based upon CusomerID = fk_CustomerID AND gOne = Flag
put a portal in Clients, sorted by NoteDate descending, based upon this rel.
I don't want the note, just the last user entered data to perform a script that notifies the assigned user they need to follow up.
For simplicity let's just say note types 1-5 are to be excluded from this calculation. They have specific names in our solution but for this example I'll generalize.
I want note types:
To not show up as last note date. Every other note type should show the most recent date the related note was entered for a customer. So I can say in my script hey user you haven't updated this customer in X amount of days, you should follow up and see where they're at. I basically want to exclude any of my auto generated notes like changes to fields such as status updates or changing a name field to a new name, etc. From showing as the most recent note and only have manual user notes show up as the most recently dated note.
You kind of gave me the right direction I think I can figure it out from here but if you have any other input I would greatly appreciate it.
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once you got the relationship set, just look at max(relationship::NoteDate)