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Customer experience | Sales, Customer Insights,...
Unanswered

Notify owner of the activity when someone added a note in it

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Posted on by 42
Yes but  is the same question

I created a workflow to notify by email to the owner of the activity that someone added a note but it doesnt work. I open the form of the note and the regarding field is ok, it is filled by the phonecall where it was created. 
I have the same question (0)
  • Leah Ju Profile Picture
    Microsoft Employee on at
    Hi,
    Have you checked the operation of this workflow here?
    --Systen settings > System Jobs.
    Was it triggered? And which step failed to execute?

    My example workflow:


    Test record:

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