Adding a note to contact/account when the owner is changed
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3 เมษายน 2551 11:34Hello everyone, i have a crm 3.0 and want to do some kind of history for reassigned records.
So, what i want is to make new note saying something like "entity reassigned form user1 to user2 at mm.dd.yyyy".
My first thought was to make it with onChange event with JavaScript - but i dont know how to add a new note with js. using direct query to database is not an option. the only thing that left for me - call an asp page and pass some variables there - and the page would add a note through the crmservice.
so it there any options i can do this through workflows or js with onChange event?
thx in advance.
ตอบทั้งหมด
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3 เมษายน 2551 11:49ผู้ดูแล
Creating a note can easily be done through workflow. The one thing that you will lack is that, by the time the workflow executes the owner will already have changed, so all you can do is say "entity reassigned to user2". This may be sufficient, especially if you also use workflow on the create event to create a note to track the initial owner.
JavaScript isn't a viable option, as you can only add JavaScript to an entity form, and entities can be assigned directly in the CRM grid, so JavaScript code wouldn't execute in that circumstance.
The most powerful route would be to use a PostAssign callout, in which you can identify the old and new owners, and create a note programmatically. However, this will require .Net code, so it's more work than a simple workflow
