Note Contents
This report adds a column to the default report with the note contents for each person. Notes can be filtered by category and by date range.
Preview
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<!--
--- What note categories should be included? (Put each on new line) ---
{% capture noteType %}
Visits
Confidential
{% endcapture %}
{% assign noteType = noteType | newline_to_br | strip_newlines | split: "&lt;br /&gt;" %}
--- What's the earliest note date to include? ---
{% capture startDate %}
2000-01-01
{% endcapture %}
--- What's the latest note date to include? ---
{% capture endDate %}
2050-01-01
{% endcapture %}
-->
<html lang="en">
<head>
<meta charset="utf-8">
{{ helpers.bootstrap_3 }}
<!-- This report is styled using the Bootstrap framework. http://getbootstrap.com/css/
If you'd rather provide your own styles, add them to the style section below. -->
<style>
@page {margin: .125in;} /*-- PDF margin reset --*/
tr.person > td {
padding: 0.25em; }
tr:nth-child(even) { background-color: #edf2f7; }
thead {
border-bottom: 1px solid #bec9d3; }
th { padding: .5em; }
.avatar {
width: 50px;
height: 50px;
border-radius: 25px 25px 25px 25px;
-moz-border-radius: 25px 25px 25px 25px;
-webkit-border-radius: 25px 25px 25px 25px;
}
.container {
width: 100%;
padding-top: 15px;
}
</style>
</head>
<body>
<div class="container">
<div class="pull-right">
<div class="well well-sm text-right">
{{ people.size }} {{ people.size | pluralize: "person", "people" }}<br>
List Creator: {{ list.created_by.name }}<br>
Report Date: {{ list.updated_at | date: "%B %e, %Y" }}
</div>
</div>
<h2>
{{ list.name }}
<br>
<small>
{{ organization.name }}
</small>
</h2>
<div class="clearfix"></div>
<table style="width: 100%">
<thead>
<tr>
{% for column in list.columns %%}
<th style="text-align: left">{{column.name}}</th>
{% endfor %}
<th>Notes</th>
</tr>
</thead>
<tbody>
{% for result in results %}
<tr class="person">
{% for column in list.columns %%}
<td>
{% assign detail = column | column_detail column, result %}
{% if column.identifier == "people.photo" %}
<a href="{{detail}}" target="_blank"><img class="avatar" src="{{ detail }}?g=50x50%23" /></a>
{% elsif detail.filename %}
<a href="{{detail.url}}" target="_blank">{{detail.filename}}</a>
{% elsif column.identifier == "people.name" %}
<a href="/people/AC{{result.person.id}}" target="_blank">{{detail}}</a>
{% elsif column.identifier == "emails.address" %}
<a href="mailto:{{detail}}">{{detail}}</a>
{% elsif column.identifier == "phone_numbers.number" %}
<a href="tel:{{detail}}">{{detail}}</a>
{% else %}
{{ detail }}
{% endif %}
</td>
{% endfor %}
<td>
<ul>
{% for note in result.person.notes %}
{% if note.date >= startDate and note.date <= endDate and noteType contains note.category %}
<li>
<strong>{{note.date | date: '%Y-%b-%e' }}</strong>
<br />{{ note.message }}
</li>
{% endif %}
{% endfor %}
</ul>
</td>
</tr>
{% endfor %}
</tbody>
</table>
</div>
</body>
</html>