I have a print layout that I am creating in List view. I need to have the Notes that are in a portal for that record, print in the report. I can see the Notes in Browse mode, but not in Preview mode and the actual notes do not print out. I used a text field in the layout referencing the Notes portal. Is this the correct way to have portals on other layouts show up?
I've checked to make sure that the Notes field is not hidden from print in the Sliding and Visibility panel. Perhaps I'm not setting up how to access a portal from another layout correctly. Thank you for any pointers! :)