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Microsoft Dynamics CRM (Archived)

Changing status of a related record when note is added

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I have an Entity (Document). I want to change the value of a filed on this entity when a user adds a Note with an attachment to this entity. How can we achieve this?

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  • Suggested answer
    Community Member Profile Picture
    on at

    A plugin can be written on create of an attachment (activitymimeattachment) to get details of parent note and parent document entity record (to be updated) can then be obtained from parent note (annotation).

  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    If you just want to update the status of the entity then you can achieve this bt creating a real time workflow which triggers on create of note entuty and then updates the tegarding entity.

    Hope this helps

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