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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / create a note through ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

create a note through workflow when a ribbon button clicked(trigger)

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Posted on by sachinbisht 10

I want to add a note to my lead timeline through workflow after clicking on ribbon button . any one help 

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  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,983 Moderator on at

    Hi,

    You can create new custom action, Add step in custom action to create Note same as workflow.

    Now you will call the custom action from ribbon workbench button.

    carldesouza.com/.../

    We can't directly call workflow from ribbon workflow that is why we need to use custom action.,

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,489 Moderator on at

    Hi,

    For above request, you have two options as described below:

    1. Calling workflow from JavaScript: Here, follow below steps
    • Create one custom script and register it on custom ribbon button
    • In the script add code as described in below link:

             https://carldesouza.com/calling-a-dynamics-365-workflow-through-javascript/

    1. Calling Action from JavaScript:

    Thanks,
    Pradeep.

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