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Customer experience | Sales, Customer Insights,...
Answered

Adding notes to activities but objectid field is empty

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Posted on by 42
Hi mates!
 
I added a subgrid to create notes in activities (appointment, task..) but when I add annotations, in the annotation entity the field object id refered to is empty. Same when I add notes in account profile too.
 
 
 
The purpose of this, I want to create a workflow with a notification mail to the owner of the activity where I have added the note, with the description:  a note is added to your TEST task of the client CLIENT 1
 
Thats why I need to take the field lookup because I need to take the owner of the activity/client to notify him.
 
Thanks in advance. Regards.
 
I have the same question (0)
  • Verified answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    Hi,
    You can use one timeline control to add notes in activities:
    When i access it in the form, the regarding field is not null, and it related to this appointment:
    When I checked here it was blank, but there seemed to be values, they just didn't show up.

    I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
    Regards,
    Leah
  • AC-29040627-0 Profile Picture
    42 on at
    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.

  • Leah Ju Profile Picture
    Microsoft Employee on at
    Hi,
    Perhaps you need to check the running details of this workflow in System Jobs:

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