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

Notes form MDA to Power Portal with out *WEB*

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Hi Everyone,

We have a requirement in Notes and Attachments. Where we need to post every note to the Power Portal form MDA, without a *WEB* tag, because our client needs to train every user to reminder when ever they are adding a Note. Could anyone suggest is there any way to do it.

Regards,

  • Verified answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    RE: Notes form MDA to Power Portal with out *WEB*

    Hi SuneelReddy,

    Based on the documentation, this tag is required.

    In order for a note to appear on the web page, the description of each note must be prefixed with *WEB* ('WEB' keyword with an asterisk sign (*) before and after). 

    However, you can add it automatically through flow if you don't want to train every user to reminder when ever they are adding a Note.

    Here are steps:

    1)Create one automated flow:

    pastedimage1678764792112v3.png

    2)Trigger

    pastedimage1678764988133v4.png

    3) Update a row

    pastedimage1678765129581v5.png

    4) Save and Test:

    pastedimage1678765283340v6.png

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