Barry,
Here is a different solution that does not use the Multi Choice Text or the appended notes field.
If you use a child table you get a lot more control and better reporting. Your users will add a Call Log record where they select the Call Type from the parent table. That will look the same to them. Then they type in the notes in a dedicated field and click save.
You then display the results on the Customer record as an Embedded report. If the user interface needs to closely resemble the old note you can build a formula text field in the Call Log Table that looks something like:
[Create Date]& [Record Owner]&[Call Type]&[Note]
You will be much happier when management asks you for a report on how many calls last month were made by each person of the type Sale. You will have the data which is not true of an appended notes field.
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Don Larson
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Original Message:
Sent: 01-26-2023 18:44
From: Barry Dolan
Subject: Create static text in a multi line text field from a selection in a multiple choice field
I am hoping I can get suggestions on how to take a value from a multiple choice field and insert it on a multi-line text field, without it changing when the value changes in the multiple choice field.
I want to use a running call log. Each call has a type (multiple choice text). The type is selected and then call notes are entered in the multi line text field. Rather than adding a new call log record, I want to enter new call notes to the existing record, where the new call notes will be timestamped. I can put the Type in the field with the call notes, but what I run into is each time the type is changed the type on the previous call note changes. It needs to remain static so we can always see the category of previous calls. Short of automating this the best I can come up with is just to type in the call type at the beginning of each new call note. That can get inconsistent results.
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Barry Dolan
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