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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / different notes for di...
Microsoft Dynamics CRM (Archived)

different notes for different case type

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Posted on by sdnd2000 2,510

Hi, I am working on case management solution. I have one form for different types of case, basically, the fields display / hide based on the case type, however, how to display different note based on different case type?

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  • ashlega Profile Picture
    ashlega 34,477 on at

    Hi,

     if you are talking about the "notes" entity, I'm not sure you can display different notes(as in "filtered somehow").. on the other hand, every case will have its own notes, so why would you need to display "different" notes?

  • Verified answer
    Andreas Cieslik Profile Picture
    Andreas Cieslik 9,267 on at

    You could try to implement a plugin that filters the notes related to that case analogously to this article:

    hachecrm2011.wordpress.com/.../filtering-views-by-intercepting-retrieve-multiple-queries-with-a-plugin

    The issue here is that you cannot add a new category field to the notes entity which only gives you the option to use the title or name of the note to filter for a category. So you need to have some sort of a naming convention to categorize your notes.

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