How to copy the latest note from the Opportunity Timeline and bring that into a new field on the Opportunity record

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Posted on by USA80

How to copy the latest note from the Opportunity Timeline and bring that into a new field on the Opportunity record?

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a33ik 84,331 Most Valuable Professional on at

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RE: How to copy the latest note from the Opportunity Timeline and bring that into a new field on the Opportunity record

Hello,

Do you want to do that on-demand or automatically when the note is created?

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USA80 26 on at

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RE: How to copy the latest note from the Opportunity Timeline and bring that into a new field on the Opportunity record

When the note is created and then if the note is deleted I need the workflow or something to look at the next note in line and grab that description.

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a33ik 84,331 Most Valuable Professional on at

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RE: How to copy the latest note from the Opportunity Timeline and bring that into a new field on the Opportunity record

Hello,

You can cover "Create" scenario with the simple workflow that will react on "Create" of annotation, check if it is a text and not annotation, check regarding and if it is opportunity - just update the field with the content. But with the "Delete" one it becomes more challenging.

I would recommend to use plugin for that so you will be able to "sync" that value.

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USA80 26 on at

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RE: How to copy the latest note from the Opportunity Timeline and bring that into a new field on the Opportunity record

So I created a real-time workflow that when a Note is created it grabs the note description and puts that into my new field. However, it is showing the html tags. How can I remove that tags? The Notes description field is just a multi line text field and that is the same as my new field. So I am not sure why the tags are showing.

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a33ik 84,331 Most Valuable Professional on at

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RE: How to copy the latest note from the Opportunity Timeline and bring that into a new field on the Opportunity record

That is weird. I have never seen that before. It was a usual thing in email to case scenario (usual pain in the back) but with the notes... Check this - meganvwalker.com/.../ but you will have to install additional workflow toolkit.

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USA80 26 on at

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RE: How to copy the latest note from the Opportunity Timeline and bring that into a new field on the Opportunity record

That did the trick, thank you.

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USA80 26 on at

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RE: How to copy the latest note from the Opportunity Timeline and bring that into a new field on the Opportunity record

Actually one more thing - if I want to run this workflow on already existing opportunities, how can I grab the latest note and populate the field correctly? Right now when I tried to update the existing opportunities, it is grabbing the first one that was ever made, not the last one.

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a33ik 84,331 Most Valuable Professional on at

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RE: How to copy the latest note from the Opportunity Timeline and bring that into a new field on the Opportunity record

That's a bit complicated. I would say build SSIS package that will do that for you.

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