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Hello, wondering if anyone has an idea for this scenario


Looking to display note records that include a running list of all the succeeding replies starting with the most recent note (CreatedDate Desc inside each grouping)


On 1 account there is for example those related records:


New Note 1 is created (group 1)

Note 2 is related to note 1 (reply)

Note 3 is related to note 1 (reply)


New note 6 is created (group 2)

Note 7 is related to note 6 (reply)

Note 8 is related to note 6 (reply)

Note 9 is related to note 6 (reply)


And so on…


I’m trying to find a way to show the most recent ‘Notes’ from each ‘Group’ and then on an action show the rest of the thread (related records)


2nd part is simple, but would there be a way to group all the related notes and display the most recent first?


Thank you in advance

I’m sure there is more than 1 way to solve this problem.


But a nice feature of “child relationship fields” that can be added under models - is that you can limit the number of child records that are brought into each row of the parent model. And you can order those records so you only retrieve the most recent record.


After you have selected a child relationship in the “fields area” of the model, click on the object in your fields list and look for the Properties tab.


So if your parent note field makes the relationship discoverable - you can get the “Most recent response note” included in the same model with the parent notes - and show this data in the same table or deck where the top level notes are shown.


Then - as you say - its easy to have an action at the top level note to query for all the children and show them in a drawer, or popup, etc.


Hope this helps.

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