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Hi all,
We have a problem with the notes in CRM 2013 On-Premise, which is the exact same problem here: https://community.dynamics.com/crm/f/117/t/163853
If you create a note on the lead and do not click "Done" or you don't click somewhere else in the lead form so the note loses focus, but instead you click directly on the lead "Save and Close" button, the note is completely lost and this is a huge problem because sometimes, especially when being in a hurry, you might forget to click outside the form or clicking "Done".
Is there a way to solve this problem with Javascript or any other possible way that would show a message, or prevent the lead to be saved if the note hasn't been saved? Or even better an "auto-save" feature which is not the default CRM autosave feature?
Because we have disabled that feature and there is no way to enable it only for specific entities. Instead, you should enable it for all and disable it where needed which is not practical and useful in our case.
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I understand this. The problem is how is it possible that this isn't considered a bug in CRM instead of normal behaviour. In CRM 2011 it was working perfectly fine. Even when you clicked "Save and Close" it saved the note.
If I click somewhere OUTSIDE the note after I have written the note, it is considered as "losing focus" and the note is automatically saved. This means that Microsoft has considered this as a problem and has provided a solution where if you click OUTSIDE the note it automatically saves the note and I am perfectly fine with this. My problem is why isn't considered clicking "Save and Close" as a click outside the note.
This is the strange behaviour that in my opinion is not correct.
Only 99.99% of the clickable zones are considered as zones where the note should be saved.
About the Custom C# Workflow, how would that help in this specific case?
There is a relationship between leads and notes that you can access in workflows only:
Workflow linking to the Note entity
Update: Regarding (Lead)
but it wouldn't matter because you're not saving the note and notes can't take business rules.
If you really need to do this, just use multiline text in your form instead of a notes section- remove the notes section in the form - unless you have a special reason for it to be there.
Otherwise you might need a custom C# workflow.
I don't see another way as a note is effectively an independent form loaded alongside the Lead form. In appearance it's part of the Lead's form but it's really a separate form in and of itself.
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