Customer experience | Sales, Customer Insights,...

Issue with notes created as a part of workflow

(0) Share

Report

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.

I have the same question (0)

All responses (10)

Answers (0)

Suggested answer

Rawish Kumar 13,758 on at

Like (0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
Suggested answer

Kokulan 18,054 on at

Like (0)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No
Siddhu 15 on at

Like (0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
Siddhu 15 on at

Like (0)

Report
Copy link

Link copied!

This is already enabled

Was this reply helpful? Yes No
Siddhu 15 on at

Like (0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
Siddhu 15 on at

Like (0)

Report
Copy link

Link copied!

Hi kokulan,

This is already enabled but no luck

Was this reply helpful? Yes No
Sindhujathota 10 on at

Like (0)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No
Suggested answer

MMK 745 on at

Like (0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
Siddhu 15 on at

Like (0)

Report
Copy link

Link copied!

Hi sindhuja,

Unfortunately this did not work.

Was this reply helpful? Yes No
Siddhu 15 on at

Like (0)

Report
Copy link

Link copied!

Hi Moin,

This option also i tried, but did not work

Was this reply helpful? Yes No