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Customer experience | Sales, Customer Insights,...
Suggested Answer

Issue with notes created as a part of workflow

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Posted on by 15

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)
  • Suggested answer
    Rawish Kumar Profile Picture
    13,758 on at

    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  

  • Suggested answer
    Kokulan Profile Picture
    18,054 on at
  • Siddhu Profile Picture
    15 on at

    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

  • Siddhu Profile Picture
    15 on at

    This is already enabled

  • Siddhu Profile Picture
    15 on at

    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 Profile Picture
    15 on at

    Hi kokulan,

    This is already enabled but no luck

  • Sindhujathota Profile Picture
    10 on at

    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.

  • Suggested answer
    MMK Profile Picture
    745 on at

    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

  • Siddhu Profile Picture
    15 on at

    Hi sindhuja,

    Unfortunately this did not work.

  • Siddhu Profile Picture
    15 on at

    Hi Moin,

    This option also i tried, but did not work

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