Customizable Notes & Attachments section

Use Case

Notes & Attachments section is not customizable of any object in Salesforce.

Sometimes we need to know when a note or attachment was added and by whom so that critical business decisions can be taken based on it. For example,

•       If multiple sales people are working on a deal, adding notes and attachment.

•       If there are several attachments that look similar, it is important to know which one is the latest attachment.

•       If users are extensively using notes to communicate the progress on a deal, it can help perform analysis based on number of notes/attachments created by different team members and how the deal was won/lost.

Solution

We should create a visual force page and apex class for a particular Object on which we want to show created date. After creating this page use this page as an inline visual force page from page layout.

Here is the Example for Account Object, you can change Object and fields as per business requirement or project need.

Reusable Code

Apex class  public class AccountNotes {     private List<attachment> attz;     private Account accnt;      public AccountNotes(ApexPages.StandardController controller) {         this.accnt= (Account)controller.getRecord();     }     public List<attachment> getAttz()     {         if (accnt == null)              return null;         attz = [Select id, Name, CreatedById,LastModifiedById,LastModifiedDate, CreatedDate from Attachment where ParentID = :accnt.id];         return attz;     } }

Visualforce Page <apex:page standardController="Account" extensions="AccountNotes"> <apex:form > <apex:pageblock id="CustomList" title="Notes & Attatchment"  >    <apex:pageBlockTable value="{!attz}" var="o" rendered="{!NOT(ISNULL(attz))}">         <apex:column value="{!o.Name}"/>         <apex:column value="{!o.CreatedById}"/>         <apex:column value="{!o.LastModifiedById}"/>        <apex:column value="{!o.LastModifiedDate}"></apex:column>        <apex:column value="{!o.CreatedDate }"/>    </apex:pageBlockTable>    <apex:outputLabel value="No records to display" rendered="{!(ISNULL(attz))}" styleClass="noRowsHeader"></apex:outputLabel> </apex:pageblock> </apex:form> </apex:page>

To display this related list we need to make section in page layout and use like an inline visulforce page