Link Annotation to User

(0) Share

Report

Posted on by Grant_Rinnai

Hi there

I'm trying to create a simple Power BI dashboard to show a summary of Notes created by our sales team, but I can't find the Contact ID in the Annotations table that represents the User that entered the Notes.

Anyone know the answer to this? Thanks...Grant

In addition, the actual notetext field displays (for some records) with style sheet code as per below. I'm assuming that this is unavoidable?

<div data-wrapper="true" style='font-size: 9pt; font-family: "Segoe UI", "Helvetica Neue", sans-serif;'>
<div>29/5 popped in and updated folders in both trade and showroom with the new water spec guides. Spoke to new warehouse guy he is ex Australia</div>
</div>

I have the same question (0)

All responses (3)

Answers (1)

Verified answer

Linn Zaw Win 3,407 on at

Like (0)

Report

objectid is field in Annotation (Note) entity which stores the GUID of the related records (including Contact ID). The objecttypecodename field contains the logical name of the related entity and for the notes related to the Contact record, the value of the objecttypecodename field will be "contact".

Those style sheet tags were added as part of Rich text notes feature in 2020 release wave 1. The only thing to prevent is by disabling the feature in the system settings or remove HTML tags in the Power Query.

Was this reply helpful? Yes No
Suggested answer

Grant_Rinnai 5 on at

Like (0)

Report

Thanks @Linn Zaw Win for that great info.

I'm after the name of the User that created the Annotation and think I found the answer with a search. I have to join the Annotations table to the Systemusers table on the _owninguser_value field. Just checking now to establish if the resulting user is the person that created the note or if it's the owner of the record that has the note against it.

Was this reply helpful? Yes No
Suggested answer

Linn Zaw Win 3,407 on at

Like (0)

Report
is a spambot. Please just ignore and "Report as abusive".

The User that created the Annotation is stored in "CreatedOn" field. (not the owninguse) owninguser is the owner of the note record itself (the record that has the note against it has its own owninguser field).

Here is the OData 4.0 query to get the notes and the full name of the user who created the record.

https://<>/api/data/v9.1/annotations?$select=_createdby_value&$expand=createdby($select=fullname)

Was this reply helpful? Yes No