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Publishing Note Records
Posted: 17 Aug 2022 14:00
by Glenn Webby
Hi folks,
simple question: when you
Publish > Miscellaneous Reports > Note Records
how do you set up your Notes Record that you want to publish so that the title of the Report (Heading Level 1) is just the title you want and not the entire text of the note truncated ? Probably a daft question but I can't see it in the documentation.
Many thanks for any help
Re: Publishing Note Records
Posted: 17 Aug 2022 14:24
by Mark1834
Not at all a daft question - I can't see how to do it!
To amplify, neither Notes nor Research Notes have a "Title" as such. They are just text. Research Notes appear to have a title because both the Records Window and the Research Note Report are set up to look for text of the form "Title: This is the note title". However, this does not seem to work for plain Note records.
This feels like an omission, or have I missed something? If it can be done, I'm sure somebody will be along shortly to correct me....
Re: Publishing Note Records
Posted: 17 Aug 2022 14:54
by tatewise
Yes, it is impossible, so I published Note Records with Options in the Plugin Store > Plugins > Plugins for V7 > Report Plugins.
The Heading my be derived from a Data Reference such as %NOTE.REFN% (the Custom Id) or plain text.
See the Report Plugin description.
Re: Publishing Note Records
Posted: 17 Aug 2022 15:52
by Glenn Webby
Many thanks both,
first for cross checking my sanity and secondly for explaining why and a work around.
Top drawer, thanks.
Re: Publishing Note Records
Posted: 17 Aug 2022 16:30
by Glenn Webby
Tried out your plug-in Mike.
Exactly what I was hoping for. Many thanks that is a very useful addition for me.