How can I use the Notes (stream)? Workflows? Websocket?

[rodrigocoelho]

yuri
How can I use the Notes (stream)?
Workflows? Websocket?
What is the best way?
The best, for me, was using webhooks... But it doesn't work for notes.

Thanks for answering..

[yuri]

Webhooks does work only for entities that have "object": true set in metadata > scopes. You can set it to "true" manually.

Workflows should work for notes.

[rodrigocoelho]

Webhooks does work only for entities that have "object": true set in metadata > scopes. You can set it to "true" manually.

Workflows should work for notes.

I enabled the metadata > scopes for Note.json, now the webhook accepts it as an object, but it is not working.

I did several posts and none was triggered on the webhook.

Any other option?

About the Workflows, it is not allowing the parent fields on the HTTP POST. Already reported on the support of the Advanced.....

Thanks yuri

[Vadym]

Hi Rodrigo,

Available to use fields in a payload, you can find in the "Note" database table.
For other fields, you have to create `Note.json` file in `/custom/Espo/Custom/Resources/metadata/entityDefs` and describe each field with the code:

{
"fields": {
"name": {
"type": "varchar",
"notStorable": true
       }
    }
}

After this, create Workflow with Conditions and Execute Formula Script
(with the formula for each created field in Note.json) before Send HTTP Request. (See attached screenshots below).

[rodrigocoelho]

Hi Rodrigo,

Available to use fields in a payload, you can find in the "Note" database table.
For other fields, you have to create `Note.json` file in `/custom/Espo/Custom/Resources/metadata/entityDefs` and describe each field with the code:

{
"fields": {
"name": {
"type": "varchar",
"notStorable": true
}
}
}

After this, create Workflow with Conditions and Execute Formula Script
(with the formula for each created field in Note.json) before Send HTTP Request. (See attached screenshots below).

Thanks, it works...

[emillod]

Here you have how to create note without any changes in code. https://youtu.be/bIIt-FO9BE0

[rodrigocoelho]

Here you have how to create note without any changes in code. https://youtu.be/bIIt-FO9BE0

Thanks emillod , great videos.
The problem is not how to create Notes, but how to use their info (and parent's info) as payload in an HTTP Post.

[emillod]

I'm sorry. I had to missed something. Someone tried to do this and i thought it was you. I'm sorry.