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how to get data in note entity into email body RRS feed

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    I have created workflow for send email to user. How do i get all data from note entity into email body. As i know that this entity locked. Anyone know other solution to do that. Please suggestion. Thanks in advance
    Tuesday, January 18, 2011 3:00 AM

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    It is an attribute (relationship between service activity and notes). When you are putting condition you will see a heading of related entity and Under related entity you will find Regarding(Service Activity) and in next coulnm you will select Service Activity and next column is Contains Data.
    Regards Faisal
    • Marked as answer by OrdinaryGal Friday, January 28, 2011 9:59 AM
    Tuesday, January 25, 2011 10:30 AM

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    Unless the workflow's primary entity type is Note, you can't retrieve information from a Note and use it to populate an email.

    Notes don't exist in isolation; collections of Notes are attached to other entity types.  If you are processing any entity type other than Note, you will have to write a custom workflow activity to do what you require.

    --pogo (pat)
    Tuesday, January 18, 2011 3:14 AM
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    Yes you can create a workflow on create of note. You can create an action of creating an email and copy Title of notes to subject and description to description. You can assign to user as well the only issue comes when someone update a notes therefore you can trigger this workflow on change of description also.

    Regards

    Faisal

    Regards Faisal
    Tuesday, January 18, 2011 10:07 AM
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    Thank you for the suggestion.

    Actually. I don't want user receive a lot of e-mail every time when updated. So, i think that create task it will be bettet in this case.   But, i still have a problem about how to trigger this job into regarding field.Because of i would like user click this and directly to the job. Details as follwoing;

    {Regarding(Service Activity)} ---->This trigger didn't directly to the job

    Thanks in advance for the suggestion.

     

     

    Friday, January 21, 2011 8:01 AM
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    Please correct me if I am wrong. You want that the email which user receive on create of Note should have regarded field populated so that user can directly click and do the job.

    To acheive this you need to check the condition Like

    Regarding(Accounts)          Account            Contains Data

    than create email and regard it to Regarding(Account)

    else next condition

    Regards Faisal
    Friday, January 21, 2011 9:38 AM
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    Hi Faisal,

    Thank you for you suggestion. Sorry for the confused. I have created workflow for service activity and my point is created"Task" instead of "E-mail". for notify user. So, i would like to know how to input the entity for click and direct to the job.  Below is details as i have done, and didn't work

    Regarding(Service Activity)----------> point to account not service actity

    Please suggestion again. Thanks in advance

     

     

    Monday, January 24, 2011 2:47 AM
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    Please correct me if I am wrong. You want to create a task when a notes is created on Service Activity. If so, Than you need to trigger workflow on note entity create event and check the condition That

    Regarding(ServiceActivity):ServiceActivity contains data.

    Than create task and dynamically populate description field.

     

    Regards Faisal
    Monday, January 24, 2011 10:14 AM
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    Hi,

    Thanks you for the reply. I can't find entity name is "Regarding(Service Activity). Please help

    Tuesday, January 25, 2011 8:01 AM
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    It is an attribute (relationship between service activity and notes). When you are putting condition you will see a heading of related entity and Under related entity you will find Regarding(Service Activity) and in next coulnm you will select Service Activity and next column is Contains Data.
    Regards Faisal
    • Marked as answer by OrdinaryGal Friday, January 28, 2011 9:59 AM
    Tuesday, January 25, 2011 10:30 AM