crm workflows when notes are added

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  I would define the workflow to trigger on the note creation and then check for the note's regarding (Regarding Case) field is the regarding is a case.   Then build up the workflow logic such as email case owner if it is.

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  • Marked as answer by Frank Lee CRM MVPModerator Friday, August 5, 2011 12:50 AM

  Friday, August 5, 2011 12:43 AM

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  Hi,

  Try the following steps to configure for Case entity:

  1. Create new workflow on Notes Entity

  2. Add Step, Check Condition if Regarding (Case) Entity Case attribute Contains Data (In condition 1st drowp down list select Regarding (Case), in 2nd drop down list Select Case and in 3rd Drop Down List Select Contains Data)

  3. Add Send Email Step below to the condition

  Similarly you can add check conditions for other entities.

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  Jehanzeb Javeed
  
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  • Proposed as answer by Jehanzeb.Javeed Friday, August 5, 2011 12:46 AM
  • Marked as answer by Frank Lee CRM MVPModerator Friday, August 5, 2011 12:50 AM

  Friday, August 5, 2011 12:46 AM