Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Notes not a usable entity for workflows?? RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote
    A simple workflow I'd like is the notifcation to a Lead owner of any changes made to the NOTES field of a Lead. Unfortunately, I can't seem to to do this as Notes aren't a selectable option. What gives?
    Thursday, May 28, 2009 6:40 PM

Answers

  • Question
    Sign in to vote
    0
    Sign in to vote
    The trouble you're having is you think the note is an attribute to the lead record. It is in fact its own entity so the workflow must relate to the Notes entity, not the Lead entity. In theory you should be able to create this workflow but I have had trouble in the past with getting a Notes workflow to identify its parent record, specifically for updating that parent record but see how you go.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    Sunday, May 31, 2009 12:08 PM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote
    Hi.

    For your purposes you can write a simple plugin.
    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    Thursday, May 28, 2009 6:43 PM
    Moderator
  • Question
    Sign in to vote
    0
    Sign in to vote

    If you run the workflow on the note entity you can send an email to the regarding(lead) owner which I believe is what you want

    Blog: http://mscrm4ever.blogspot.com/ * Website: http://gicrm.upsite.co.il/
    Thursday, May 28, 2009 6:52 PM
  • Question
    Sign in to vote
    0
    Sign in to vote
    That's what I want, but the Note entity is not available when you choose "Record Attributes Change" when building the workflow. That's the problem I'm having.
    Thursday, May 28, 2009 9:43 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    It’s not, that’s odd. It should be available like any other entity. Make sure the workflow is unpublished (Draft).

    Blog: http://mscrm4ever.blogspot.com/ * Website: http://gicrm.upsite.co.il/
    Friday, May 29, 2009 2:06 AM
  • Question
    Sign in to vote
    0
    Sign in to vote
    Hi,

    Its available in workflow designer. I have just tested and its there. Try to reset your iis and also Async service although it not required.
    Ayaz Ahmad Technical Consultant | Dynamics CRM/MOSS | OA Systems Ltd | http://ayazahmad.wordpress.com
    Friday, May 29, 2009 4:30 AM
    Moderator
  • Question
    Sign in to vote
    0
    Sign in to vote
    Still not showing up for me, even after re-starting both services.
    Friday, May 29, 2009 2:53 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Again this is very strange, what version of crm are you using? Are you logged in as administrator?

    Blog: http://mscrm4ever.blogspot.com/ * Website: http://gicrm.upsite.co.il/
    Friday, May 29, 2009 5:53 PM
  • Question
    Sign in to vote
    0
    Sign in to vote
    Logged in as admin, using CRM 4, latest Rollup 4.

    I was going to post a screenshot, but see you can't here...
    Friday, May 29, 2009 6:16 PM
  • Question
    Sign in to vote
    0
    Sign in to vote
    The trouble you're having is you think the note is an attribute to the lead record. It is in fact its own entity so the workflow must relate to the Notes entity, not the Lead entity. In theory you should be able to create this workflow but I have had trouble in the past with getting a Notes workflow to identify its parent record, specifically for updating that parent record but see how you go.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    Sunday, May 31, 2009 12:08 PM
  • Question
    Sign in to vote
    0
    Sign in to vote
    Ah, Leon, you're right! I did have it as a Lead attribute instead of its own. I'm now able to create the workflow, but, as you said, getting it to work correctly is another task.
    Monday, June 1, 2009 4:42 PM