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Issue with notes created as a part of workflow

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Posted on by Siddhu

Hello,

I have a query regarding the notes which are getting created as a part of the CRM workflow. The issue is whenever the workflow creates a note in case entity it is showing the HTML codes instead of the original text format.

The workflow copies the description text from another entity and using that description, wf creates a note in the case entity, but with html code.

For eg, i have provided the text in the description as

Test

Test 1

When it comes to the note which is created by the workflow, it is showing

Test<br/><br/>Test 1<br/>

Can someone help to resolve this

When i Directly edit the note in the case entity, it's displaying without any issues. Issue is only when the ed creates the note.

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Siddhu 15 on at

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RE: Issue with notes created as a part of workflow

Hi Moin,

This option also i tried, but did not work
Siddhu 15 on at

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RE: Issue with notes created as a part of workflow

Hi sindhuja,

Unfortunately this did not work.
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MMK 745 on at

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RE: Issue with notes created as a part of workflow

Hi SIdhhu,

Just try this first remove the dynamic values and save workflow

refresh the page it reset the values again

it happened with but in send email of workflow hope will fix your issue
Sindhujathota 10 on at

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RE: Issue with notes created as a part of workflow

Notes Created from Workflow is not containing div element. That is the reason why rich text is not applying.

Please add your content in this way to overcome the problem in workflow.

<div> Your dynamic text </div>. Hope this works for you.
Siddhu 15 on at

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RE: Issue with notes created as a part of workflow

Hi kokulan,

This is already enabled but no luck
Siddhu 15 on at

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RE: Issue with notes created as a part of workflow

Hello Rawish,

I tried the step mentioned...but then the workflow took the text i entered in multiple lines as a single line and populated in the notes once the case was created

Do we have any other options
Siddhu 15 on at

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RE: Issue with notes created as a part of workflow

This is already enabled
Siddhu 15 on at

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RE: Issue with notes created as a part of workflow

I tried the step mentioned...but then the workflow took the text i entered in multiple lines as a single line and populated in the notes once the case was created
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Kokulan 18,054 on at

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RE: Issue with notes created as a part of workflow

Could you please enable the following setting and see if you still see the HTML tags in the timeline for notes

https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/set-up-timeline-control#:~:text=Sign%20in%20to%20Power%20Apps%20and%20select%20your%20environment.,-Open%20a%20model&text=%3E%20Administration%20%3E%20System%20Settings.,format%20notes%20created%20in%20Timeline.
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Rawish Kumar 13,758 on at

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RE: Issue with notes created as a part of workflow

Hi,

Could you please test once by directly adding the text in the workflow rather then dynamically copy pasting.

Also, workflows when copying the description text , sometimes behaves weird. you can check this solution given here : community.dynamics.com/.../removing-html-from-email-description-record-creation-rules