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Hi,
is there any way we can copy description field data to notes if possible.
Hi Partner,
You can refer to the following steps:
1.Create one workflow on Appointment entity:
2.Add conditions and create note:
3.Set note Properties:
(1)Copy description field value:
(2)Regarding field:
The value depends on which record you want to associate the created note with, my following screenshot associates it to the related record of the Appointment.
4.Save and Active the workflow.
5.Test:
(1)Run the workflow in appointment:
(2)Check timeline in the related record(Works test) of the appointment:
Hi,
Please share the workflow screenshot
Hi,
What you tried in workflow, can you please share screenshot so that I can help?
What is the trigger in workflow, Is it on demand workflow?
Is the note field from the timeline? The appointment description data can be moved to a custom note field in another related table or a note field on the appointment table. This can be done in a flow.. but what's the point of copying the description and adding it in the notes field if it's in the appointment anyway? unless you want to copy the description data to another table - then use a flow
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André Arnaud de Cal...
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Martin Dráb
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