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Microsoft Dynamics 365 | Integration, Dataverse...
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How to attach notes to a custom workflow in Dynamics 365

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Posted on by 82

I have a scenario where by I have a workflow from a case entity  that sends out an email with details regarding the case in the form of a template called red alert to internal users using a distribution list ( this is an office 365 group distribution list ) from within Dynamics 365 and that works perfectly .

On this case entity I can add notes so I can also attach pictures to the note. I need when the Workflow sends the email to the distribution list it should also send the pictures attached on the notes entity .

I know it now has to be a custom workflow ,I have written the code and registered the plug in but Iam not sure which are are the correct steps to add in this workflow  to work properly just adding to what I currently have 

Current-workflow-with-a-template-included.PNG

When I try set the properties regardless i have created a new work flow the part for attachment is blank not sure what Iam doing wrong 

How-to-set-the-email-attachments-to-attach-the-notes-.png

Also Iam not sure if my code is correct I want to attach notes from the case entity to the workflow so that when it sends the workflow the notes that will have pictures attached must be part of the email .

[View:/cfs-file/__key/communityserver-discussions-components-files/761/I-want-to-attach-notes-to-case-Entity-and-send-them-using-workflow.txt]

  • rodzmaz81 Profile Picture
    82 on at
    RE: How to attach notes to a custom workflow in Dynamics 365

    Let me add that my part to the query and let you know

  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at
    RE: How to attach notes to a custom workflow in Dynamics 365

    Hello,

    Annotation entity contains not only attachments but text notes without the file as well (and I believe this is what generate blank attachments for you). In order to filter out that data add following condition to your query:

    _QueryNotes.Criteria.AddCondition(new ConditionExpression("isdocument", ConditionOperator.Equal, true));

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