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Quick question. I would appreciate any help on this.
I am currently working on our order entity and creating some workflows to send emails to the appropiate parties when certain conditions are met. So far no problems until now when I am wanting to include the notes from an order in an email.
My ultimate goal for a new workflow is to send an update email to the appropiate parties whenever a note is added to an active order. In this email I would like to include all the notes for that specific order. Can this be done?
Whenever I try and create the workflow and I go looking for the appropiate field to add to the email I can't seem to find the "notes" attribute.
Is my only option to create a new attribute called "notes" so I can include it in an email? This seems kind of silly when our order entity in CRM already has a note tab that does a wonderful job of time and user stamping when a note is added.
Any help is greatly appreciated. Thanks!
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I have the same question (0)Hi Evan,
Yes, the solution would be either you add a custom attribute notes in the Order entity and use that for adding notes. Or if you want to continue using Notes tab, you would need to write a custom workflow assembly, that will read all the notes from the specified order and mail it to the user.
The notes tab is not available for selection in workflow while sending emails.
HTH
Sam
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