Workflow, create related note..?

[Russ]

Hi, if record is in the report I would like to create a note, related to this record, how can this be achieved?
Note is not selectable when I am clicking "Create related record" under the actions of the workflow

Thanks

[Russ]

Tried with formula:
parentType='Opportunity'
parentId=opportunity.id;



not working please advice

[rabii]

Hi Russ

If i understand correct you have a scheduled workflow that runs a report and you want to create a note for each of the record. if Yes, try the steps below:

1- Add action ‘Create Record’.
2- Select ‘Note’ entity type.
3- Add field ‘Type’ with the value ‘Post’.
4- Add field ‘Post’ with a text (insert text you want to write on the note)
5- Specify in formula for the action:

parentType = 'Opportunity';
parentId = targetEntity\attribute('id');​

This will create a note record and related it to each opportunity record in the report.

let me know if this works.

Thanks

[Russ]

Worked! Thanks!