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    Hi,

    I am confused with Record Wall for entities. I am not sure have I got too much expectations of its functionality or I might just not know how to use it.

    I thought a Record Wall will contain a "lifecycle" of each record, for example case. I would expect to see not only that the case was created, but also notification of a new note added, case status being change as well as notification of closed activities. Is there a way of customising it to give me that functionality? If yes, can you let me how please (I am on crm 2011 online)?

    Many thanks,

    Thursday, April 12, 2012 1:40 PM

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    You can create workflows to add a items to the record Wall. In the workflow, create a check for whatever condition you require and then add a Create Record step with the type of "Post" and you can have additional control over what gets posted. 

    Jason Lattimer

    Thursday, April 12, 2012 1:51 PM
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    You could create a process on the note entity when it is created and then do a check to see if the Regarding (Case)'s created date contains data - essentially just checking to see if the note is related to a case. Then you could create a new post regarding that case using the data from the note. 

    You could always create a process on the case entity when the status changes and create a post based on that. It won't get you the detail of the resolution but it would give an indication on the record wall there was a cancellation or resolution. If you wanted to get the detail for the wall you might have to create a plugin as that data is not exposed through workflows. 

    Jason Lattimer

    • Marked as answer by nunka Thursday, April 12, 2012 3:38 PM
    Thursday, April 12, 2012 3:10 PM
    Moderator

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  • Question
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    You can create workflows to add a items to the record Wall. In the workflow, create a check for whatever condition you require and then add a Create Record step with the type of "Post" and you can have additional control over what gets posted. 

    Jason Lattimer

    Thursday, April 12, 2012 1:51 PM
    Moderator
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    Thanks Jason.

    But this still won't give me all functionality I have listed. I presume I would create a worflow for Case Entity and set the proccess to start when a field is change or create a check condition as you have mentioned. But the problem is I cannot figure it out how to use it for NOTE and CLOSED ACTIVITIES as those are not listed in dropdowns for Ticket Entity workflows...

    Thursday, April 12, 2012 2:54 PM
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    You could create a process on the note entity when it is created and then do a check to see if the Regarding (Case)'s created date contains data - essentially just checking to see if the note is related to a case. Then you could create a new post regarding that case using the data from the note. 

    You could always create a process on the case entity when the status changes and create a post based on that. It won't get you the detail of the resolution but it would give an indication on the record wall there was a cancellation or resolution. If you wanted to get the detail for the wall you might have to create a plugin as that data is not exposed through workflows. 

    Jason Lattimer

    • Marked as answer by nunka Thursday, April 12, 2012 3:38 PM
    Thursday, April 12, 2012 3:10 PM
    Moderator
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    Again Thank you. Your resolution re Note worked perfect!

    I dont think with my knowledge, rather lack of it I will be able to create a plug in!

    Thursday, April 12, 2012 3:38 PM