Note entity type not available in Process Flowcharts

[hrdy90]

I've setup the following to notify users when theres a new note / post placed inside a Case:

https://www.espocrm.com/blog/notifying-contacts-about-new-post-in-case-with-workflows/

Everything working except getting which user posted the update. I only get the user "System". I think this is because i've set the "sent from" to System in the Workflow. Unfortunately it needs to be sent from System and I cannot use "Reply to". I might be missing which attribute to use.

So I hoped to be able to set this up in a Process Flowcharts instead, but the entity type "Note" is not available there. Is this missed or supposed to be missing?

[lazovic]

Hi hrdy90,

Please tell me if I understand you correctly, in the email there is no information about who post the note? If so, then you just need to use {Note.createdByName} placeholder in the subject/body of the email template. If not, please specify your request a little more.

[hrdy90]

You understood me correct. I've been looking everywhere for that placeholder. I even looked for it directly in the code itself. Thank you!

May I ask, not considering the drop-down placeholder helper - how do i know which values exist inside the {Note} placeholder? In this case, the Note placeholder is not even an option in the dropdown and had a really hard time finding it.

[lazovic]

hrdy90,

Here you can view all field attributes for the Note entity: Administration > Entity Manager > Note > Fields. They are used in placeholders.

[hrdy90]

Aah. Never though about placeholders as entity fields. Perfect! This will save me so much time. Thank you!

[hrdy90]

lazovic Or actually - Placeholder "createdByName" does not exist there. Or is that just one of those that you'd expect kind of / being global?

[lazovic]

hrdy90,

Please read more about attributes here: https://docs.espocrm.com/administrat...ing/#attribute.
I can not explain it better than it is explained in the documentation.