Work notes or comments diary to be shared among parent-child records in 3 levels
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02-08-2024 12:46 AM - edited 02-08-2024 12:46 AM
Hi,
Is there a possibility to create a work-note or comments diary, where journal inputs can be maintained and shared between parent record, its child record and their child records. Any new child record being created at level 2 or 3 should be able to see the history of all comments and work-notes made throughout the life of the parent record.
There is a requirement to have this visible on a custom workspace, similar to the compose section on a record page, where we have the general work-note and comments input fields and the activity formatter. It could be a selectable from the sidebar beside the attachments icon.
Any help is appreciated.
Thanks,
Kirthika D
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02-08-2024 12:54 AM
On creation of a child, just copy everything from the journal fields of the parent (work notes into the work notes field, comments into the comments field). If a child is created on that child, it will automatically get the info from it's own parent (this prevents loops).
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark