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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Automatically create a...
Customer experience | Sales, Customer Insights,...
Answered

Automatically create a Note on a Contact record when it is saved

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Posted on by RM-30040732-0 34
Hello!
 
I'm hoping someone can help me with what I hope is a quick javascript!  I basic want whether a new Contact is created to use the On Save event to add a note to the record.  Just a simple note like "Contact created" would suffice! 
 
And if I did set up this event, does it work also during bulk imports?
 
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  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi,
    You need create note record through web API:
    My example code:
    function createNote(executionContext) {
         var formContext = executionContext.getFormContext();
         var contactID = formContext.data.entity.getId().replace("{","").replace("}","");//current contact GUID
       

         var record = {};
         record["objectid_contact@odata.bind"] = "/contacts("+ contactID +")"; // Regarding
         record.subject = "Contact created"; // Text

         Xrm.WebApi.createRecord("annotation", record).then(
              function success(result) {
                   var newId = result.id;
                   console.log(newId);
              },
              function (error) {
                   console.log(error.message);
              }
         );
    }


    Test Result:


    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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