Retrive latest notes description from case entity

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Posted on by thuya

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In case entity we r addng number of notes in i.e description field . After case resolved . I want to display lastest note description In case form case remark field(custom field multiline of text) . Suggest me a best aproch .

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thuya 150 on at

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RE: Retrive latest notes description from case entity

Thnq u so much Goutam . Its workng !!
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gdas 50,091 Moderator on at

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RE: Retrive latest notes description from case entity

You don't need to retrieve the latest one , what I am saying create workflow of note entity create event and perform update operation of associated case entity description field.

Take a look similar done here , you need to choose regarding (case) and in the update properties window set note text to the description field.

[View:https://crmtipoftheday.com/1025/updating-note-with-workflow/]

By doing this each time when any note will create for a Case will update same text in the description or multiline text field.
thuya 150 on at

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RE: Retrive latest notes description from case entity

How can i get the latest notes description using workflow ?
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gdas 50,091 Moderator on at

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RE: Retrive latest notes description from case entity

Hi,

You can create real time workflow or plugin on creation of notes ,update the case fields .