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Answered

Adding notes to activities but objectid field is empty

Posted on by 27
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.
 
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Adding notes to activities but objectid field is empty
    Hi,
    Perhaps you need to check the running details of this workflow in System Jobs:
  • AC-29040627-0 Profile Picture
    AC-29040627-0 27 on at
    Adding notes to activities but objectid field is empty
    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.

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Adding notes to activities but objectid field is empty
    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

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