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Note Author Cancel The title field is required!

1. Mason Ambery

   

   67 posts
   Registered:
   19 Nov 2021
   07 Sep 2023

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   Is there a way to submit the name of the contact that creates a note or uploads an attachment? Currently, every record created through the portal uses the single username specific within the configuration since my Dynamics instance is on-premise.  My old portal solution would inject the full name and date/time stamp into the title but it used a prefix within the body of the note, not in the title.  As a result, when looking at Notes within Dynamics, I don't know which Contact created the note, only that it was created from the portal.
   
   I was thinking maybe I could update the note after it is created but that doesn't work since I can't submit an additional field value like you can on a form.  I can't assume that the contact associated with the record that the note is tied to is the same user as my portal allows access to records based on account permissions meaning someone could post a note on a record created by a different user.  My portal does have a login so every user is associated with a Dynamics Contact.
2. Dustyn Holland

   

   8 posts
   Registered:
   19 Jun 2023
   27 Sep 2023 in reply to Mason Ambery

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   Hello Mason,
   
   One option is to create a hidden static value on the form that is capturing the Logged In User's Contact ID and tie that to the notes in CRM, if those fields are available. 
   
   As for the attachments, are they connected to Sharepoint or are they tied to a file field in CRM? I believe you should still be able to use the same solution as recommended for notes, but with both it will depend on how you have your CRM field constructed.
   
   Dustyn
3. Mason Ambery

   

   67 posts
   Registered:
   19 Nov 2021
   27 Nov 2023 in reply to Dustyn Holland

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   Sorry for not seeing this earlier but how would you go about doing this?  I'm not worried about attachments, just capturing the Author of an individual that enter data into the Note Body.  I'm guessing that if I can figure out one I could apply it to the Note Attachment's too. In my previous AdxStudio solution, the logged in user would be added as a data element to the Note Title.  I'm trying to do something similar even if I have to place the author name into the body of the email although I would prefer it to be in the Note Title. 
   
4. Rawdon Edghill

   

   76 posts
   Registered:
   16 Dec 2020
   28 Nov 2023

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   Hello Mason,
   
   Depending on how you have the portal configured, on submit of a Note record you would create a hidden static value populating the logged in user as the Created By on the Note record in CRM. 
   
   Regards,
   
   Rawdon
5. Mason Ambery

   

   67 posts
   Registered:
   19 Nov 2021
   29 Nov 2023 in reply to Rawdon Edghill

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   I must be missing something or not understanding.  The only way I would know how to capture the logged in user is as you said add a static field and then set it to the logged in user contact ID but since I'm using the TPC Notes widget I don't have access to specify the fields associated with the Note entity in Dynamics CRM.  If I try and add the Note entity with a nested Form Configuration widget, I only get the option to populate Modified By or Created By with a CRM User ID, not the logged in Contact ID.  I'm not even sure what would happen if I try to put the nested Note form configuration within the Case form configuration widget due to how notes are related to multiple entities within Dynamics CRM. 
   
   I have very little customization applied to my site other than what I can configure through the front-end.  I considered trying to see if I could use a JavaScript to capture and append this to the Note Title field value but I haven't started looking into that yet as I hoped there might be an easier way to do this.  I event thought about trying to do this through a workflow in CRM but I'm not sure how I would go about doing this since the creation of the note doesn't require submitting the actual Case form.