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Workflow, create related note..?

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  • Workflow, create related note..?

    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

  • #2
    Tried with formula:
    parentType='Opportunity'
    parentId=opportunity.id;​



    not working please advice

    Comment


    • #3
      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:
      Code:
      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
      Rabii
      Web Dev

      Comment


      • Russ
        Russ commented
        Editing a comment
        Worked! Thanks!
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