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Apply workflow from activity task description to note on Case

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Posted on by Community Member Microsoft Employee

Objective - When an activity is completed, has a description, and is associated with a case, we want to run a workflow to add that description to the Notes section of the regarding case.

I know you can't update a note from a workflow but should be able to create a note. Any thoughts?

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Community Member Microsoft Employee on at

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RE: Apply workflow from activity task description to note on Case

Thanks Sreevalli!

I had everything except for (Case(Regarding (Case))). I also set it up as a real-time workflow so that the owner of the task has their name populated as the note owner.

Thanks for your help.

Cole
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Sreevalli 3,256 on at

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RE: Apply workflow from activity task description to note on Case

Hi,

If I understand you correctly here is the solution.

Note : tried on Appointment activity
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Community Member Microsoft Employee on at

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RE: Apply workflow from activity task description to note on Case

Resolved. Add a Task and set as regarding and run on update on through org.