Hi everyone.... Please let me know if we can update any custom field whenever a new Note is added.
s
Sandii
08/11/2020, 12:44 PM
You can add a user event script to fire on note creation, or perhaps a workflow could handle it (not tried wf for this before).
s
SIM
08/11/2020, 1:06 PM
Thanks for your response @Sandii... But I need to update that field when a new note is added in the sub tab under "user notes".
How a workflow will process for the same? Any step to follow?
s
Sandii
08/11/2020, 1:17 PM
I don't know if you can apply workflows to trigger on note creation, but you can create a user event script to trigger on note creation.