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Is there a way to detect when a Note added

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Posted on by sdnd2000

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Is there a way to detect when a Note, Task, Call or Activity is added on a Dynamics CRM 365 form using Javascript?

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ashlega 34,477 on at

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RE: Is there a way to detect when a Note added

That's why if you add a condition, it will be triggered, but there will be nothing in the Regarding(Hearing)->Hearing, so, whatever steps you have under that condition won't run

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sdnd2000 2,510 on at

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RE: Is there a way to detect when a Note added

I am afraid it is also triggered by other entity notes

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ashlega 34,477 on at

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RE: Is there a way to detect when a Note added

Just add a condition to see if Regarding(Hearing)->Hearing contains data..

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sdnd2000 2,510 on at

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RE: Is there a way to detect when a Note added

Hi, Neil,

If I do with workflow, how do I know the created notes are for the entity I want,

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Neil Parkhurst 10,727 User Group Leader on at

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RE: Is there a way to detect when a Note added

Probably not easily done with JavaScript! One of your challenges of using JavaScript on the parent entity form will be that an activity could be added without opening the form. Meaning your code would not get triggered. (Even if you find a creative way to check activities have been created.)

But depending on your requirement you could have a workflow(s) that are triggered on the create of new notes / activities. Then update the regarding entity as required. Maybe with the date / time of the last activity or something.

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prt33k 6,907 on at

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RE: Is there a way to detect when a Note added

There is no event triggered when you add notes/task/phonecall using social pane so you wont be able to trigger a JS on notes/task creation.

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David Jennaway 14,065 on at

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RE: Is there a way to detect when a Note added

I can't think of a simple way to do this.

One possibility is you could write some code that queries CRM to count the current number of notes and activities linked to the current record. Call this when the form is opened, and store the results. Then call the code again after a timeout, and compare the results with the previous call.

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