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Microsoft Dynamics CRM (Archived)

Add inline notes to a webresource

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I have a webresource with some information about the paren entity, the child and the notes of the child. The idea is to be able to add notes to the child from this webresource.

Im using: /notes/edit.aspx?pId=" + <entityID> + "&pType=" + <objecttype> but this opens the old Notes form, where the Title was required. 

Since "Notes" are managed, I cannot remove the "Required" of that field. Is there a way to use the new layout of the notes from my webresource or to send the title (subject) as parameter to the old Notes form?

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  • Verified answer
    ScottDurow Profile Picture
    23 on at

    You will need implement a custom notes form using HTML and Javascript since the notes widget cannot be embedded in a custom webresource.

    Hope this helps

  • Denisse Luna Profile Picture
    on at

    Thanks, thats what I was afraid of :/

    I can implement custom notes but I guess I will have issues with the attachments.

  • ScottDurow Profile Picture
    23 on at

    The only supported approach is to popup the note record for the user to open the attachment.

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