incident note customization? RRS feed

  • Question

  • Hello, the incident form has a Notes list.  When you click the "Add new note" url, the note dialog opens at notes/edit.aspx. The notes dialog has a Title input, which is required.  My manager has asked me to hide the Title input, or at least make it optional.

    On the incident form, notes map to the Incident_Annotation relationship. I went through the Customizations view, and I didn't see an Annotation entity. I found a Note entity, but the related form did not correlate to the Note form opened from the incident form. Is there a way to customize the note form opened from the incident, based on the business requirements I've been given?

    Tuesday, November 5, 2013 12:16 AM

All replies

  • Hi,

        It is not possible to customize notes and attachments entity. However it would be possible for you to write plug-in to populate some default value in the title field so the users do not have to populate it.

    Hope this helps.
     Minal Dahiya
    blog : http://minaldahiya.blogspot.com.au/

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    • Proposed as answer by Minal Dahiya Tuesday, November 5, 2013 3:08 AM
    Tuesday, November 5, 2013 3:07 AM