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0 VotesNotes not a usable entity for workflows??
It is in fact its own entity so the workflow must relate to the Notes entity, not the Lead entity.Answered | 10 Replies | 6441 Views | Created by DevRock - Thursday, May 28, 2009 6:40 PM | Last reply by DevRock - Monday, June 1, 2009 4:42 PM
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0 Votes
Adding a note to 'Regarding' entity in Workflow
I was right then, a custom action taking a newly created Note and assigning it to specified entity is the only way.Answered | 2 Replies | 6942 Views | Created by Alex Skalozub - Saturday, August 15, 2009 4:47 AM | Last reply by Alex Skalozub - Saturday, August 15, 2009 8:03 PM -
0 Votes
Propogate Owner of Contact Entity to also be the Owner of another Entity (in this case Training Aggrement Entity)
Just use "update record" step for the particular entity.Answered | 4 Replies | 6000 Views | Created by GrenadaV - Friday, September 17, 2010 4:31 AM | Last reply by GrenadaV - Tuesday, September 21, 2010 1:04 AM -
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updating entity owner
I'm seeing some unexpected things when i update the owner of an entity.Answered | 1 Replies | 4795 Views | Created by chuckc_1 - Tuesday, September 21, 2010 7:57 PM | Last reply by ckeller - Tuesday, September 21, 2010 10:02 PM -
0 Votes
Activities and Notes on an entity
Yasenn - I haven't seen a performance difference between entities with/without activities - if your notes viewer is on the first tab, the page may appear to load ...Answered | 2 Replies | 6734 Views | Created by yasenn - Tuesday, August 18, 2009 11:16 AM | Last reply by yasenn - Wednesday, August 19, 2009 12:23 PM -
0 Votes
Additional Note Entity
Hi Trevor, As you have already found out, there is no way to modify the notes entity or add another notes type field on an entity.Answered | 3 Replies | 2360 Views | Created by KawasakiRider03 - Monday, December 3, 2012 11:44 PM | Last reply by KawasakiRider03 - Tuesday, December 4, 2012 4:45 PM -
0 Votes
Enable notes on custom entity.
Hi, I copied the relationship from another entity that has notes enabled & changed the entity name, but still get the error.Answered | 7 Replies | 7535 Views | Created by AdornedSheep - Sunday, June 13, 2010 9:49 PM | Last reply by Evan Chaki - Thursday, December 9, 2010 8:55 PM -
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Custom Entity Owner Lookup Problem
I've seen lookup issues on entities related to javascript.Answered | 5 Replies | 5254 Views | Created by u101440 - Tuesday, April 13, 2010 11:21 AM | Last reply by Donna Edwards - Wednesday, April 14, 2010 12:37 PM -
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Notes not loading for entities
A possible work around, When you open the form don't click on the notes tab immediately.Answered | 8 Replies | 8088 Views | Created by Courageous_Heart - Friday, July 17, 2009 9:37 AM | Last reply by Courageous_Heart - Saturday, July 18, 2009 11:02 AM -
1 Votes
Importing Notes/Activities to Custom Entity
Yes notes are checked on the custom entity, and notes can be added.Answered | 3 Replies | 5823 Views | Created by DanK79430 - Tuesday, June 7, 2011 12:59 PM | Last reply by Donna Edwards - Tuesday, June 14, 2011 12:25 PM -
1 Votes
Add a second "Notes" tab for an entity
The only way I can think of approximating it is to keep the current notes tab and then add a new entity called, for example, 'other notes' as a child 1:N off of opportunity.Answered | 3 Replies | 5884 Views | Created by TEDLABETE - Thursday, July 15, 2010 9:56 AM | Last reply by Leon Tribe - Friday, July 16, 2010 4:31 PM -
0 Votes
Bug with the Notes Entity owner
Then it could be a bug for CRM online.Answered | 7 Replies | 2085 Views | Created by Zishe - Wednesday, March 6, 2013 7:21 PM | Last reply by Adam Vero - Saturday, September 6, 2014 3:16 PM -
0 Votes
Adding a note to a Case when there is a change of owner
type=forum&referrer=http://social.msdn.microsoft.com/Forums/en-US/5f9029bb-bdb0-49dc-841b-cc36d6de9f2b/adding-a-note-to-a-case-when-there-is-a-change-of-owner?Answered | 3 Replies | 894 Views | Created by Cutterchoice - Tuesday, April 1, 2014 10:13 AM | Last reply by Cutterchoice - Tuesday, April 1, 2014 2:41 PM -
0 Votes
Note Tab in Account Entity form
Then you can get the URL of existing Tab of Notes by Javascript. and finally on Form Load you have to set that URL to your I-Frame.Answered | 1 Replies | 2747 Views | Created by JoseFleitas - Saturday, December 3, 2011 7:46 AM | Last reply by Bhautik Desai-XRM Tech - Saturday, December 3, 2011 2:15 PM -
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Only Owner can have permission to delete Entities assigned.
So, for your example, goto the security role which is assigned to your sales representative, click 'Core Records' then set the 'Activity' entity Delete privilege to ...Answered | 3 Replies | 4877 Views | Created by Mrinali - Friday, May 6, 2011 7:08 PM | Last reply by Mrinali - Monday, May 9, 2011 1:44 PM -
0 Votes
Owner of a record
is the Commissions a custom entity with account a 1:N relationship with the account?Answered | 1 Replies | 6405 Views | Created by Len Campbell - Friday, May 1, 2009 2:21 PM | Last reply by Scott Sewell, Hitachi Solutions - Friday, May 1, 2009 2:48 PM -
1 Votes
CRM 2011: Viewing Audit History For Notes Entity
unfortunately Note entity form is not customizable so you will not able to do this in support manner.Answered | 3 Replies | 7098 Views | Created by 41714049-2 - Wednesday, April 11, 2012 3:56 PM | Last reply by Mayank Pujara - Thursday, April 12, 2012 2:23 PM -
1 Votes
how to get data in note entity into email body
If so, Than you need to trigger workflow on note entity create event and check the condition That Regarding(ServiceActivity):ServiceActivity contains data.Answered | 8 Replies | 6026 Views | Created by OrdinaryGal - Tuesday, January 18, 2011 3:00 AM | Last reply by Faisal Fiaz - Tuesday, January 25, 2011 10:30 AM -
0 Votes
Cannot change account owner when a custom entity is associated with the account
Ideally, the CRM platform should have ignored Assign cascading from a user owned entity to an organization owned entity.Answered | 10 Replies | 3302 Views | Created by Wendi G - Tuesday, August 7, 2012 2:15 PM | Last reply by Hooman Golparvar - Wednesday, August 8, 2012 3:10 AM -
1 Votes
CRM 2011 - UR16 - OnPremise - Entity Form: Owner field is shown when all field is disabled (locked).
Seems like a bug.Answered | 5 Replies | 1387 Views | Created by Linh Giang - Thursday, May 15, 2014 4:23 AM | Last reply by Payman Biukaghazadeh - Thursday, May 15, 2014 7:33 AM - Items 1 to 20 of 79279 Next ›
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