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shane_mccoy
shane_mccoy
Contributor ⭐️⭐️⭐️⭐️
Oct 10, 2018 4:44 PM UTC
Question

Pulling the latest timeline notes for a specific activity type

I'm attempting to create a report that pulls in company data along with activity timeline data that would show the notes for the latest activity of type 'X'. In order to get the maximum activity date for that specific activity type, there has to be a 'by' clause but then that prevents one from bringing in any string fields, specifically the notes field, which I realize can't be included in a report if there's a 'by' statement.

My use case for this is that i'm trying to replicate the customers tab in a report, since that tab will soon be deprecated.

Thanks for any information you may have.

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    shane_mccoy
    shane_mccoyAuthor
    Contributor ⭐️⭐️⭐️⭐️
    Apr 22, 2020 11:19 AM UTC

    Hi @aparimala - If I understand the “Section/Embed Page” section of a C360 properly, I don’t believe that your desired output could be designed soley in Report Buillder. You’d have to use the Rules Engine to do transformations on Timeline Activity data first and output a new dataset that could then be reported on. A potential workaround could be to feed the latest entry of a specific activity type into the Customer Info / Account object but that could get messy depending on how large the entry is.

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    dan_ahrens
    dan_ahrens
    Expert ⭐️⭐️⭐️
    Apr 23, 2020 3:18 AM UTC

    @aparimala - have you looked at using Data Designer to create a permanent data set that is updated daily with the latest entry? https://support.gainsight.com/SFDC_Edition/View_More_Categories/Data_Designer_(BETA)/Admin_Guides/Create_Datasets_in_Data_Designer_(BETA)#Configure

     

    You could then create a report off of your transformed and filtered data and show that in the C360 section. 

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