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Note Prefix

4 posts, 1 answered
  1. Mason Ambery
    Mason Ambery avatar
    67 posts
    Registered:
    19 Nov 2021
    09 Feb 2023
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    If I'm using a note prefix is there not a way within the Note widget to submit the prefix when adding a new Note?  I can't update notes through a workflow so what are my options to allow users to see notes that they entered? 
  2. Eric Mann
    Eric Mann avatar
    59 posts
    Registered:
    16 Oct 2020
    13 Feb 2023 in reply to Mason Ambery
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    Mason - we ran into some of these limitations and just ended up creating our own 'Note' activity entity so we had more controls on customization. It wasn't pretty as we had a period of migration but worthwhile since. 
  3. Mason Ambery
    Mason Ambery avatar
    67 posts
    Registered:
    19 Nov 2021
    14 Feb 2023 in reply to Eric Mann
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    How did you handle the migration aspect of moving Notes to the newly created activity?
  4. Mason Ambery
    Mason Ambery avatar
    67 posts
    Registered:
    19 Nov 2021
    Answered
    14 Feb 2023 in reply to Eric Mann
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    No need to answer my last question as I apparently imported a solution a found a while back that allows you to update a Note Title and Note Text through a workflow.  This allows me on creation of a note through the system user tied to the portal to update the Note Title to include my prefix.
4 posts, 1 answered