Thursday, February 14, 2013 10:16 AM
I want to add text to new NOTE through URL when I create a new case.
I am able to create a new case through the following url.
Now I am looking for a method to pass the text for the Notes and Article in the above url ,So that the text is displayed in the new case form under the Notes and Article tab.
Please help me out with ,Its Urgent.
Thursday, February 14, 2013 10:23 AMModerator
Thursday, February 14, 2013 10:25 AM
Please check this
Hope this helps. If you get answer of your question, please mark the response as an answer and vote as helpful !
Thursday, February 14, 2013 10:38 AM
If I'm right with CRM 4.0 is not possible to create a note before the record is saved, because the notes are stored in a different entity (annotation)
If the behavior application permits to save the record after the "new case" form is opened, you can create a plugin or a workflow to add that note, but if you can't save the record you can't add the note.
- Proposed As Answer by Guido Preite Thursday, February 14, 2013 10:38 AM
Thursday, February 14, 2013 12:21 PM
See the problem which i am facing is as follows.
I am creating a new case for a particular contact id which is embedded in the above link i mentioned ,Now what i as required to do is add text to notes and articles tab which also on the same page (you just have to expand the tab of Notes and Articles). This can be manually done by Clicking on the Add new Note and then the note panel is displayed. I just want some parameter in the URL itself ,for which, i can pass the value for Notes.
I cant embedded any script in the new window which comes up because it is generated by Microsoft Dynamics CRM itself ,neither can I right click on it to have some knowledge about the page structure as it is disabled.
The solution you told is good but the problem is i am unable to know that where should i write the script to set the value of "Description" field ? which is infact the notes itself.